Financial Advisor - Westwood, MA

Savant•Westwood, MA

5d•$75,000 - $80,000

About The Position

Deliver meaningful advice. Work at scale. Make a real impact. Savant Financial Advisors supporting our Beacon client segment deliver elite financial advice to mass‑affluent clients with simpler financial needs through an advisor‑led, tech‑enabled, streamlined service model. Our focus is clarity, speed, and real‑life impact—helping clients make confident decisions without unnecessary complexity. As a Beacon Financial Advisor, you’ll manage a defined book of clients, deliver high‑quality advice using standardized workflows, and contribute to Savant’s growth through exceptional service and thoughtful relationship development.

Requirements

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
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

Nice To Haves

MBA preferred
CFP® certification preferred (or willingness to obtain within two years of hire)

Responsibilities

Own a defined “clear book” of Beacon 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 Beacon 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 Beacon 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
Support thoughtful transitions into or out of Beacon as client complexity changes
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
Communicate clearly and collaborate across the Beacon team
Step in to support teammates when needed
Uphold Savant’s investment philosophy, ethical standards, and regulatory requirements

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.