Financial Advisors
About the role
Savant Wealth Management seeks experienced Senior Financial Advisors to join our team in various markets. The ideal candidate will have a proven track record of building and expanding a book of business through effective business development and client relationships.
Responsibilities
Lead planning-first conversations with high-net-worth clients, focusing on their financial vision, values, and goals.
Drive growth through both self-sourced opportunities and firm-provided leads, operating within a fully leveraged advisory model.
Coordinate integrated advice with tax, estate, planning, and investment specialists.
Leverage Savant's evolving technology and AI capabilities to deliver personalized, data-informed planning and client insights.
Contribute meaningfully to firm-level organic growth targets through consistent net new revenue generation.
Expand wallet share across investments, tax, estate, and consulting services.
Execute a disciplined business development plan with measurable revenue contribution.
Partner with Savant leadership and growth teams to build and execute a 12–24 month scale plan aligned to meaningful production milestones.
Avoid attracting target clients (typically $1M+ investable assets).
Requirements
5–10+ years of experience in wealth management or advisory roles.
Demonstrated success building and managing a book of business.
Strong financial planning acumen and client leadership skills.
CFP® certification preferred (or willingness to obtain within two years).
Clean U4 (if registered).
Entrepreneurial mindset with a long-term orientation.
Desire to build equity within a collaborative, majority employee-owned firm.
Qualifications
What We're Looking For:
5–10+ years of experience in wealth management or advisory roles.
Demonstrated success building and managing a book of business.
Strong financial planning acumen and client leadership skills.
CFP® certification preferred (or willingness to obtain within two years).
Clean U4 (if registered).
Entrepreneurial mindset with a long-term orientation.
Desire to build equity within a collaborative, majority employee-owned firm.
Benefits
Compensation & Benefits: Savant takes a market-based approach to compensation, including:
Competitive base salary - $150-$175k
Growth-aligned variable incentive compensation
Total compensation surpassing $200,000
Long-term ownership and equity participation opportunities
Additional incentive and benefit programs
Full compensation and equity details are discussed during the interview process.