Associate Advisor - Vienna VA

Savant•Vienna, VA

1d•$75,000 - $85,000•Onsite

About The Position

Growing office. Real client exposure. A clear path forward. Our office is growing — and we’re ready to invest in the next generation of advisors. We’re looking for an Associate Advisor who already has some experience in financial services and is ready for the next step. Someone who’s beyond “just getting started,” who wants more responsibility, more client exposure, and a clear path toward becoming a lead advisor over time. If you’re actively pursuing your CFP® (or already in the program), this role is built for you. This isn’t a back-office planning seat. It’s a development role inside a growing advisory team — where you’ll learn by doing, gradually step into client conversations, and build the technical and relational confidence that strong advisors are made of. What this role really looks like You’ll work closely with Lead and Co-Advisors to support clients while building your own advisory skillset. Over time, this role becomes less about support and more about ownership. A couple things to note about our Associate Advisor position: Location: Our Vienna, VA office. Located at 1945 Old Gallows Road in Vienna, Virginia 22182. This is a 100% in-person job and we do not support relocation for this level role. Hours: Monday–Friday, 8:00am–5:00pm CT Compensation: Competitive base salary

Requirements

Bachelor’s degree in Financial Planning, Finance, Business, Accounting, Economics, or a related field
1–4 years of experience in financial services, banking, wealth management, or planning support
Actively pursuing or committed to obtaining the CFP® designation
Ability to obtain the Series 65 within 3–6 months of hire (if not already licensed
All applicants must be within driving distance to our Vienna, VA office as this position requires in-person support. We are not open to relocation for this opportunity.
All applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time
Working knowledge of financial planning concepts (retirement planning, investments, tax considerations, estate basics)
Experience using financial planning software and/or CRM systems
Strong organizational skills and the ability to manage multiple client priorities simultaneously
Professional communication skills — written and verbal — with comfort speaking in client-facing settings
High level of integrity and commitment to fiduciary standards

Nice To Haves

Prior experience supporting client meetings or participating in plan presentations
Experience in an RIA or fee-only advisory environment
Exposure to portfolio construction, rebalancing, or performance reporting
Progress made toward CFP® coursework or exam eligibility

Responsibilities

Supporting client onboarding and helping implement “The Savant Way” and our Ideal Futures Process
Capturing and organizing client financial data to support comprehensive planning
Preparing financial plans and modeling scenarios within planning software
Participating in client meetings — taking notes, managing follow-up, and gradually increasing your speaking role
Coordinating casework with tax, wealth transfer, and planning specialists
Conducting research on planning and tax topics
Completing simpler planning cases independently as your experience grows
Developing technical knowledge of portfolio construction, rebalancing, trading, and reporting
Beginning to address client questions around investments and planning concepts
Building strong relationships with clients and positioning yourself for progression into an Advisor I role

Benefits

Benefit Eligibility on Day One: Enjoy immediate access to a robust benefits package starting on your first day of employment.
Choice of Medical Plans: Select from two medical plans tailored to fit your needs.
Health & Wellness Accounts: Opt for a Health Savings Account (HSA) or Flexible Spending Account (FSA) to manage your healthcare expenses.
Flexible Dental Coverage: Choose between two dental plan options for optimal oral health.
Vision Insurance: Keep your eyes healthy with our vision insurance plan.
Company-Paid Life & AD&D Insurance: Feel secure with fully covered basic life insurance and accidental death & dismemberment benefits.
Company-Paid Disability Coverage: Rest easy knowing you’re covered with both short-term and long-term disability plans.
401(k) with Company Match: Invest in your future with both Roth and Traditional 401(k) plans, featuring a per pay period company match.
Generous Paid Time Off: Benefit from PTO that increases with your years of service, at least 11 paid holidays each year, a paid day each year for your Savantiversary, and enjoy shorter work weeks with our Summer Hours.
Additional Leave and Time Off Benefits: Personal leave, parental leave, professional development paid time, and bereavement pay are just a few examples of how you will be supported with time off and other benefits during life's most critical moments
Dress Code: Enjoy a “Dress for Your Day” approach to your style. We offer wardrobe flexibility based on office culture, client expectations, and your daily schedule.
Employee Recognition: Enjoy monetary awards through our recognition program.
Team Incentive Plans: Participate in our team incentive plan for additional earning opportunities.
Employee Assistance Program: Access support through our Employee Assistance Program whenever you need it.
Exclusive Discounts: Take advantage of various discount programs for additional savings.
Wellness Reimbursements: Get reimbursed for gym memberships and other wellness programs to stay fit and healthy.
Additional Perks: Get reimbursed for your warehouse club memberships and receive an allowance for Savant Swag.