Financial Advisor - Indianapolis, IN

Savant•Indianapolis, IN

1d•Hybrid

About The Position

As a Financial Advisor at Savant, you will be the primary manager of client relationships, leading conversations, formulating and implementing advice, and collaborating with in-house specialists. This role offers growth opportunities, allowing you to step into co-advisor and lead-advisor responsibilities on existing relationships while building your own client base through referrals and networking. Savant is majority employee-owned, meaning you share in the value you create. The position is based in Indianapolis, IN, with regular in-person presence required for client and team relationship building. It follows a hybrid work model, with the schedule driven by client meeting needs, and includes local travel for client meetings and networking.

Requirements

Bachelor's degree in finance or a related field from an accredited college or university.
Minimum of five to seven years of experience in investment management, financial planning, or financial services, with a demonstrated ability to develop and manage plans and client relationships.
Financial planning and wealth management acumen, judgment, and experience, including the ability to prepare and present basic to mid-level planning concepts to clients.
Excellent verbal and written communication and listening skills, with a genuine client-first attitude and a natural ability to build rapport.
High attention to detail and accuracy, diligent follow-through on client tasks, and the ability to manage multiple priorities and deadlines in a fast-paced environment.
Strong analytical and problem-solving skills, intellectual curiosity, and a relentless drive to improve, paired with a growth mindset and openness to feedback.
Understanding of and adherence to our investment philosophy, code of ethics, and regulatory compliance standards, along with a collaborative, process-oriented approach that reflects our core values.
Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook, as well as financial planning and securities balancing 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.
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.

Nice To Haves

Master's degree preferred.
Certified Financial Planner™ designation preferred upon hire or attained within two years of your date of hire.

Responsibilities

Serve as co-advisor or lead advisor on existing client relationships.
Deliver service models profitably and consistently, in line with Savant Service and Segmentation Guidelines and “The Savant Way.”
Provide world-class service: host and lead client meetings, optimize your book of business, and continually sharpen your advisory skills.
Lead or participate in “The Discovery Interview,” “My Ideal Future” discussions, and other strategic onboarding processes.
Own client satisfaction and retention, and serve as your clients' liaison to our Planning Team.
Participate in new client relationship development, including planning meetings on new prospects and coordinating follow-up workflow for new clients, generating a minimum of $60,000 to $100,000 in new revenue at typical Savant fee schedules.
Build and cultivate a referral network and centers of influence, including attorneys and other professional partners, previous clients, and community and service organizations.
Leverage Advisor AI capabilities to elevate the client experience, delivering personalized insights and data-driven recommendations.
Maintain a team approach by assisting and filling in for colleagues, and take on other responsibilities as the practice grows.

Benefits

Majority employee-owned
Competitive base salary
Performance-based incentives tied to growth, client retention, and overall contribution
Equity and ownership opportunities
Access to additional incentive programs
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
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