Financial Advisor - Westwood, MA

About the role

Savant Financial Advisors supports our mass-affluent client segment, delivering elite financial advice to clients with simpler financial needs through an advisor-led, tech-enabled, streamlined service model. Our focus is on clarity, speed, and real-life impact, helping clients make confident decisions without unnecessary complexity.

Responsibilities

• Own a defined “clear book” of mass-affluent clients and provide financial advice using templated, tech-enabled workflows
• Deliver consistent, high-quality guidance tailored to each client's needs
• Balance efficiency with personal connection to create an excellent client experience
• Prepare and present planning concepts and portfolio updates clearly and concisely
• Document meetings, execute follow-ups promptly, and maintain proactive client touchpoints
• Anticipate client needs and contribute to strong client satisfaction and retention
• Partner with a Centralized Support Team to coordinate reviews, updates, trading requests, and service tickets through standardized processes
• Help ensure a smooth, consistent client experience across all interactions
• Grow wallet share and earn referrals through exceptional service
• Participate in new relationship development aligned with the mass-affluent model
• Hold referral conversations with the goal of generating new client relationships at Savant
• Collaborate with teammates to continuously improve templates, playbooks, and service standards
• Support thoughtful transitions into or out of mass-affluent as client complexity changes
• Maintain continuity, trust, and professionalism during client handoffs
• Use advisory AI tools to improve efficiency and meeting quality
• Leverage intelligent note-taking, AI-driven insights, and data tools to support better decisions

Qualifications

• 2–5 years of experience in a financial advisory or advisory support role, with demonstrated ability to manage client relationships and develop financial plans
• Bachelor’s degree required; MBA preferred
• CFP® certification preferred (or willingness to obtain within two years of hire)
• Strong financial planning and wealth management acumen with sound judgment
• Proficiency with Microsoft Office (Word, Excel, PowerPoint, Outlook) and financial planning/investment tools
• Client-first mindset with excellent communication and listening skills
• Collaborative, team-oriented approach with the ability to work effectively across functions
• Comfortable working in a remote environment
• Curious, growth-minded, and aligned with Savant’s Core Values

Benefits

• Medical Plans
• Health & Wellness Accounts
• Flexible Dental Coverage
• Vision Insurance
• Company-Paid Life & AD&D Insurance
• Company-Paid Disability Coverage
• 401(k) with Company Match
• Generous Paid Time Off
• Additional Leave and Time Off Benefits
• Employee Assistance Program
• Exclusive Discounts
• Wellness Reimbursements
• Additional Perks

Pay

The expected base salary range for this role nationally is $75,000. This role qualifies for the Beacon Financial Advisor Incentive plan, which will be discussed during the interview process.

Schedule

Enjoy shorter work weeks with our Summer Hours.