Financial Advisor - Oklahoma City, OK

Savant•Oklahoma City, OK

4d•Onsite

About The Position

Join Savant in Oklahoma City as a Financial Advisor and step into a high-impact opportunity to grow meaningful client relationships, build your book of business, and help shape the future of a well-established office during an exciting time of momentum and integration. This role is ideal for a growth-minded, client-focused advisor who thrives on combining thoughtful financial planning with business development, enjoys working alongside experienced advisors and support teams, and wants the chance to make a visible impact in a collaborative, close-knit environment. This position supports a Oklahoma City, OK–based advisory team serving clients from a legacy firm formerly known as Exencial Wealth Advisors and requires the advisor to be local to the area or willing to relocate.

Requirements

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
Bachelor’s degree in finance or related field from an accredited college or university
Minimum 5-7 years of experience in investment management, financial planning, or financial services with demonstrated ability to develop and manage plans and manage client relationships.
Financial planning/wealth management acumen, judgment, and experience
Excellent communication and listening skills.
Client-first attitude.
Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook, as well as financial planning and securities balancing software.
A team player, collaborative, able to work with and through others.
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 must be attained within two years of date of hire.

Responsibilities

Assume co-advisor and/or lead-advisor role on existing clients, fulfilling responsibilities outlined in the Savant Core Advisory Career Path.
Responsible for profitable delivery of our service models as defined in Savant Service and Segmentation Guidelines and according to the “The Savant Way”.
Provide world-class service, host meetings, optimize book of business, enhance servicing skills.
Participates in and/or leads “The Discovery Interview”, the “My Ideal Future” discussions and other strategic onboarding processes.
Owns and manages client relationship and client satisfaction—responsible for client retention.
Serves as a liaison to Planning Team for clients.
Retain clients / Grow wallet share, earn referrals, earn badging for house=generate referrals, grown network.
Participate in new client relationship development.
Participate in planning meetings regarding new prospects/new clients.
Coordinate follow-up workflow on new clients.
Minimum production $60 - $100k in new revenue from multiple existing clients or new prospects to Savant at typical Savant fee schedule.
Utilize and further develop network of referral sources and centers of influence to generate future business development opportunities.
Leverage Advisor AI capabilities to elevate the client experience by delivering personalized insights in meetings and utilizing data-driven recommendations to strengthen planning strategies.
Use professional judgment, and incorporate AI feedback as appropriate.
Maintain team approach by assisting and filling in for others.
Perform other duties as requested.