Financial Advisor - Scottsdale, AZ
Client Service & Advisory Support
Co-manage client relationships, helping deliver a high-quality, consistent client experience.
Prepare for, participate in, and help lead client meetings.
Serve as a key point of contact for routine client needs and follow-ups.
Coordinate financial planning workflows from start to finish in partnership with Planning Team.
Document client interactions and ensure timely execution of all follow-up items.
Business Development Support
Support senior advisors with new client opportunities and prospect meetings.
Begin building your own network through referrals, COIs, and existing relationships.
Contribute to new revenue growth through client expansion and new relationships.
Learning & Development
Learn to confidently communicate Savant’s planning and investment approach.
Collaborate across advisory, planning, and investment teams.
Leverage AI tools and technology to enhance efficiency and client insights.
Team & Process Execution
Maintain strong organization, follow-through, and adherence to Savant processes.
Qualifications
- All Financial Advisor applicants must have a clean U4 with no disclosures.
- Employment in this position will require a signed non-compete agreement, except in states where prohibited.
- 2–5 years of experience in wealth management or advisory support.
- Bachelor’s degree from an accredited institution (MBA preferred).
- CFP® certification preferred or obtained within two years.
- Strong client service mindset with excellent communication skills.
- Ability to manage multiple priorities with strong attention to detail.
- Experience with financial planning tools and Microsoft Office.
- Demonstrated ability to support or manage client relationships.
Pay
The expected base salary range for this role is $70,000 - $100,000 with final pay determined by a number of factors including experience, skills, and location.
Schedule
Not specified.