Financial Advisor - Lewes, DE

About the role

The Financial Advisor role at Savant Wealth Management is focused on building lasting relationships, delivering holistic financial guidance, and making a real impact in the lives of clients in Lewes, DE. This role offers a unique balance of working with a strong client base and expanding your own network.

Responsibilities

• Serve as a co-advisor to other senior/lead advisors by formulating and implementing planning advice that is also supported by the firm's technical specialists.
• Document meetings and contacts, co-lead meetings, and host standalone meetings with existing clients.
• Take lead on routine and follow-up contact with clients.
• Coordinate comprehensive financial planning process from start-to-finish for new client updates, portfolio changes and reviews, and returns and new opportunity identification.
• Take lead on routine and follow-up contacts with clients.
• Participate in new client relationship development, including management of current client contact and communications.
• Participate in planning meetings regarding new prospects/new clients.
• Cook up follow-up workflow on new clients.
• Focus on client retention, while growing wallet share, earning referrals, and building your personal network.

Qualifications

• Minimum 2-5 years of experience in an advisory support role, with demonstrated ability to develop and manage plans and manage client relationships.
• Bachelor’s Degree from an accredited college or university; MBA (ideal).
• Clean U4 with no disclosures for those who are registered.
• Certified Financial Planner™ certification highly preferred upon hire, or obtained within one year of date of hire.
• Proficiency in Microsoft Word, Excel, PowerPoint and Outlook, as well as financial planning and securities balancing software.
• Financial planning/wealth management acumen, judgment and experience.
• Excellent communication and listening skills.
• A client-first attitude.
• A team player, collaborative, able to work with and through others.