Associate Advisor - Westwood, MA

Savant•Westwood, MA

8d•$75,000 - $85,000•Onsite

About The Position

Start your advisory career alongside seasoned advisors and real client relationships. At Savant and our recently partnered firm Heritage Financial, we believe financial advice is built on relationships, trust, and thoughtful guidance over time. Heritage has spent decades building a respected presence in Massachusetts, serving clients with care and discipline. Now, as part of Savant, that legacy continues with even deeper resources and expanded opportunity. We’re seeking an Associate Advisor who is ready to grow into a trusted financial professional. This role is ideal for someone early in their career who already has some financial services experience and is actively pursuing their CFP® Designation. You won’t be starting from scratch. Instead, you’ll join a well-established advisory team with experienced mentors, meaningful client relationships, and embedded planning and trading resources — giving you hands-on exposure to the work of advising from day one. For the right person, this role is the beginning of a long-term advisory career.

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 Westwood, MA 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

Support Lead and Co-Advisors across the client lifecycle, including onboarding, meeting preparation, follow-up, and ongoing service
Participate in client meetings, capturing notes, coordinating next steps, and gradually increasing your role in discussions
Build trusted relationships with clients while providing thoughtful, responsive service
Maintain and update client financial information and net worth data to support proactive planning
Assist in preparing financial plans, reports, and client presentations using planning software
Complete straightforward planning analyses independently while supporting more complex cases with senior advisors
Research financial planning, tax, and investment topics to support client recommendations
Develop familiarity with portfolio construction, rebalancing, trading, and performance reporting
Learn and apply "The Savant Way" and our Ideal Futures Process to support a consistent client experience
Coordinate casework with planning, tax, and wealth transfer specialists
Maintain organized client documentation and workflow to support advisory teams
Support advisors in delivering proactive, high-quality client service
Participate in Savant’s advisor development programs, including Savant Academy
Build technical knowledge across planning, investments, tax considerations, and wealth strategy
Gradually take on more speaking responsibility in client meetings
Prepare for future progression into a Co-Advisor / Advisor 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.