Financial Advisor - Westwood, MA

About the role

Savant Financial Advisors supports the mass-affluent client segment, delivering elite financial advice to clients with simpler financial needs through a 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
• Collaborate closely with Client Service Associates and operations partners
• 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
• Partner with teammates to continuously improve templates, playbooks, and service standards
• 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

• Base salary range: $75,000 nationally
• Beacon Financial Advisor Incentive plan
• Medical plans
• Health & Wellness Accounts (HSA/FSA)
• Dental coverage
• Vision insurance
• Life & AD&D insurance
• Disability coverage
• 401(k) with company match
• Paid time off (PTO), 11 paid holidays, Savantiversary day, Summer Hours
• Additional leave and time off benefits
• Employee Assistance Program
• Discounts and allowances
• Wellness reimbursements
• Warehouse club memberships
• Savant Swag allowance

Why Join Us?

For nearly 40 years, Savant Wealth Management has been a trusted advisor to established individuals, families, and businesses. We are a fee-only, independent, fiduciary wealth management firm providing comprehensive guidance on investments, financial planning, tax and business consulting, estate planning, trust services, and family office support. Our values include excellence, integrity, lifelong learning, respect, growth, and servant leadership.

Perks

• Market-based compensation
• Choice of medical plans
• Health & Wellness Accounts (HSA/FSA)
• Flexible Dental Coverage
• Vision Insurance
• Company-paid life & AD&D insurance
• Company-paid disability coverage
• 401(k) with company match (Roth and Traditional)
• Generous Paid Time Off (PTO)
• Personal leave, parental leave, professional development paid time, and bereavement pay
• Wardrobe flexibility
• Recognition program
• Team incentive plan
• Employee Assistance Program
• Exclusive discounts
• Wellness reimbursements
• Allowance for Savant Swag

What Great Looks Like In This Role

• Clients trust you and rely on you as their advisor
• You are well-prepared for meetings and proactive in anticipating client needs
• Your client tasks are completed accurately, quickly, and with a strong sense of urgency
• You understand and consistently follow Savant’s client processes and best practices
• You are engaged, curious, and motivated to grow as a financial advisor

How Success Is Measured

• Client Experience: High satisfaction/NPS, accurate and timely deliverables, adherence to service standards
• Retention & Scale: Strong retention of assigned clients while managing a higher-volume, lower-complexity book efficiently
• Growth Contributions: Referrals and new revenue appropriate to the Beacon model