Financial Advisor - Scottsdale, AZ

Savant•Scottsdale, AZ

3d•$70,000 - $100,000•Remote

About The Position

Savant is hiring a Financial Advisor in Scottsdale to help serve and grow an emerging market. You’ll work closely with a high-performing lead advisor, gaining meaningful client exposure while helping deliver a high-quality planning experience. This is an additional hire designed to expand our presence locally — meaning real opportunity to grow your impact, your skills, and your career. If you’re ready to take ownership of client relationships, deepen your planning expertise, and start building toward becoming a lead advisor, this role is built for you.

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
2–5 years of experience in wealth management or advisory support
Bachelor’s degree from an accredited institution
Strong client service mindset with excellent communication skills
Ability to manage multiple priorities with strong attention to detail
Experience with financial planning tools and Microsoft Office
Demonstrated ability to support or manage client relationships
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

MBA preferred
CFP® certification preferred or obtained within two years

Responsibilities

Co-manage client relationships, helping deliver a high-quality, consistent client experience
Prepare for, participate in, and help lead client meetings
Serve as a key point of contact for routine client needs and follow-ups
Coordinate financial planning workflows from start to finish in partnership with Planning Team
Document client interactions and ensure timely execution of all follow-up items
Support senior advisors with new client opportunities and prospect meetings
Begin building your own network through referrals, COIs, and existing relationships
Contribute to new revenue growth through client expansion and new relationships
Learn to confidently communicate Savant’s planning and investment approach
Collaborate across advisory, planning, and investment teams
Leverage AI tools and technology to enhance efficiency and client insights
Maintain strong organization, follow-through, and adherence to Savant processes

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