Savant Wealth Management-posted about 18 hours ago
$68,000 - $100,000/Yr
Full-time • Mid Level
Onsite • East Lampeter Township, PA
501-1,000 employees

Build Trust. Grow Relationships. Shape Futures. What if your next role wasn’t just about servicing clients — but about becoming the advisor they trust, the teammate others rely on, and the professional you’re growing into? At Savant, Financial Advisors don’t operate in silos or push products. We work as fiduciaries, collaborators, and lifelong learners — helping clients turn personal and financial dreams into clear, actionable plans. As a Financial Advisor I, you’ll step into a true co-advisor role: owning client relationships, contributing meaningfully in meetings, and beginning to build a business development network of your own — all with the support of seasoned advisors and technical specialists behind you. This role is designed for an advisor who thrives in collaboration and is ready to take on greater client responsibility within our team-based model.

  • Serve & Advise Clients (The Savant Way)
  • Co-lead client meetings and independently host routine and follow-up meetings
  • Take ownership of day-to-day client communications and service needs
  • Coordinate comprehensive financial planning with Savant’s Planning Team — from updates and reviews to identifying new opportunities
  • Document meetings and workflows with accuracy and care
  • Anticipate client needs and proactively offer insights to lead advisors and clients
  • Grow Relationships & Build a Network
  • Retain clients, grow wallet share, and earn referrals
  • Generate $15K–$60K in annual new revenue through a mix of existing relationships and new prospects
  • Build relationships with referral sources and centers of influence
  • Learn to confidently communicate Savant’s IFP Roadmap, investment philosophy, and value proposition
  • Create and execute an annual business development plan
  • Work Smarter with Modern Tools
  • Use AI note-taking and insights to elevate client meetings
  • Apply data tools to support informed, timely decision-making
  • Maintain a collaborative, team-first mindset — stepping in to support others when needed
  • 2–5 years of experience in an advisory or advisory-support role
  • Bachelor’s degree required
  • Strong financial planning and wealth management fundamentals
  • Comfort presenting basic planning concepts to clients
  • Natural relationship-builder with strong communication skills
  • Detail-oriented, organized, and calm in a fast-paced environment
  • Growth mindset, curiosity, and openness to feedback
  • Commitment to fiduciary responsibility, ethics, and compliance
  • A client-first attitude and genuine desire to collaborate
  • All Financial Advisor applicants must have a clean U4 with no disclosures.
  • MBA preferred
  • CFP® certification preferred (or willingness to obtain within two years)
  • 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.
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