Financial Advisor II

Savant•East Lampeter Township, PA

19d•Hybrid

About The Position

Savant Wealth Management is seeking a Financial Advisor to join our Lancaster, PA team. This is an opportunity to step into a meaningful advisory role within an established Central PA market, supporting client relationship transitions, leading client service, and helping grow long-term relationships in a close-knit, community-oriented office. The ideal candidate is an experienced advisor who can build trust quickly, bring strong technical planning skills, and provide thoughtful, detail-oriented service to clients with complex financial needs. In this role, you can expect to focus in the following areas: Serve as a lead or co-advisor for existing client relationships, helping ensure a smooth transition and strong ongoing client experience. Manage and deepen client relationships by delivering proactive service, preparing for and leading client meetings, and helping clients feel confident in their financial plans. Support succession and capacity needs within the Central PA team by absorbing client relationships from established advisors and building trust with a detail-oriented client base. Partner with Savant’s planning, investment, tax, client service, and other centralized teams to deliver an integrated client experience. Participate in business development by building referral relationships, strengthening local networks, and identifying opportunities to grow client relationships. Bring ownership, initiative, and strong follow-through to client service, internal processes, and relationship management. Use technology, systems, and advisor tools to support planning conversations, strengthen recommendations, and enhance the client experience.

Requirements

Bachelor’s degree in finance or a related field from an accredited college or university; master’s degree preferred.
5–7 years of experience in investment management, financial planning, or financial services, with demonstrated ability to manage client relationships and financial plans.
Certified Financial Planner™ designation preferred upon hire or required to be obtained within two years of hire.
Strong financial planning and wealth management acumen, sound judgment, and the ability to communicate complex topics clearly.
Experience serving as a lead advisor and supporting clients with complex, detail-oriented planning needs.
A client-first mindset, excellent listening skills, and the ability to build rapport with clients and team members.
Strong attention to detail, timely follow-through, and the ability to manage multiple client needs in a fast-paced environment.
Comfort with business development, relationship-building, and cultivating referral relationships in the local market.
Wealth management or RIA experience preferred.
CPA background is not required but would be a plus given the Lancaster client base.
Proficiency in Microsoft Word, Excel, PowerPoint, Outlook, and financial planning-related software.
All Financial Advisor applicants must have a clean U4 with no disclosures.
Employment in this position will require a signed non-compete agreement, except in states where prohibited.

Nice To Haves

Master's degree preferred.
Certified Financial Planner™ designation preferred upon hire or required to be obtained within two years of hire.
CPA background is not required but would be a plus given the Lancaster client base.

Responsibilities

Serve as a lead or co-advisor for existing client relationships, helping ensure a smooth transition and strong ongoing client experience.
Manage and deepen client relationships by delivering proactive service, preparing for and leading client meetings, and helping clients feel confident in their financial plans.
Support succession and capacity needs within the Central PA team by absorbing client relationships from established advisors and building trust with a detail-oriented client base.
Partner with Savant’s planning, investment, tax, client service, and other centralized teams to deliver an integrated client experience.
Participate in business development by building referral relationships, strengthening local networks, and identifying opportunities to grow client relationships.
Bring ownership, initiative, and strong follow-through to client service, internal processes, and relationship management.
Use technology, systems, and advisor tools to support planning conversations, strengthen recommendations, and enhance the client experience.

Benefits

Competitive base salary, aligned to experience and role scope
Performance-based incentives tied to growth, client retention, and overall contribution
Equity and ownership opportunities as you grow with the firm, reinforcing our majority employee-owned model
Access to additional incentive programs aligned with individual and firm success
Medical, dental, and vision coverage with multiple plan options
Health Savings Account (HSA) or Flexible Spending Account (FSA)
Company-paid life insurance, AD&D, and disability coverage
401(k) with company match (Roth and Traditional options)
Team-based incentive opportunities and recognition programs
Generous paid time off, plus at least 10 paid holidays
Annual “Savantiversary” day
Summer Hours (shorter work weeks during the summer)
Parental leave, personal leave, and other life-event support
Employee Assistance Program (EAP)
Wellness reimbursements (e.g., gym memberships)
Flexible “Dress for Your Day” approach