Financial Advisor - Lewes, DE

Savant•Lewes, DE

3d•$80,000 - $100,000

About The Position

Are you ready to build lasting relationships, deliver holistic financial guidance, and make a real impact in the lives of clients in Delaware? Savant Wealth Management is looking to add to the advisory team with the unique opportunity to work across teams in Lewes and Dover, though the primary location is Lewes. As a Financial Advisor, you’ll step into a dynamic advisory role that blends relationship management, planning, and business growth. You’ll partner as a co-advisor to service and deepen existing client relationships—backed by the strength of our firm’s technical specialists—while also shaping customized financial strategies that help clients achieve their Ideal Future. You will contribute to the growth of our practice by supporting senior advisors in new business development and cultivating your own network in the thriving Lewes and Dover communities. This role offers a unique balance: the security of a strong client base and the excitement of expanding your own. Here, you won’t just be giving advice—you’ll be building trust, advancing your career, and making a difference in one of the most vibrant coastal communities on the East Coast. For nearly 40 years, Savant Wealth Management has served as a trusted advisor to established individuals, families, and businesses seeking clarity and confidence in their financial lives. We are a fee-only, independent, fiduciary wealth management firm providing comprehensive guidance on investments, financial planning, tax and business consulting, estate planning, trust services, and family office support. At the heart of our firm is a culture of lifelong learning—one that values curiosity, continuous improvement, and helps our clients build their ideal futures. If you want to be part of a culture that is defined by strong values - Savant is right for you. The Financial Advisor can expect to focus in the following areas: Servicing and managing existing client relationships: Serves as a co-advisor to other senior/lead advisors by formulating and implementing planning advice that is also supported by the firm's technical specialists. Document meetings and contacts, co-lead meetings, and host standalone meetings with existing clients. Take lead on routine and follow-up contact with clients Coordinate comprehensive financial planning process from start-to-finish for new client updates, portfolio changes and reviews, and returns and new opportunity identification. Take lead on routine and follow-up contacts with clients. Participate in new client relationship development, including management of current client contact and communications. Participate in planning meetings regarding new prospects/new clients Coordinate follow-up workflow on new clients Business Development: Focus on client retention, while growing wallet share, earning referrals, and begin to build your personal network. Minimum production expectations of $15,000-60,000 in annual new client revenue from existing and/or prior client relationships or new prospects to Savant. Develop new clients through personal prospecting efforts, prior client relationships and development of referral sources and centers of influence at typical Savant fee schedule. Develop knowledge and familiarity with Savant’s Processes such that you can communicate and sell our services to prospective clients and centers of influence.

Requirements

Minimum 2-5 years of experience in an advisory support role, with demonstrated ability to develop and manage plans and manage client relationships
Bachelor’s Degree from an accredited college or university; MBA (ideal)
Clean U4 with no disclosures for those who are registered
Proficiency in Microsoft Word, Excel, PowerPoint and Outlook, as well as financial planning and securities balancing software
Financial planning/wealth management acumen, judgment and experience
Excellent communication and listening skills
Client first attitude
A team player, collaborative, able to work with and through others

Nice To Haves

Certified Financial Planner™ certification highly preferred upon hire, or obtained within one year of date of hire

Responsibilities

Serves as a co-advisor to other senior/lead advisors by formulating and implementing planning advice that is also supported by the firm's technical specialists.
Document meetings and contacts, co-lead meetings, and host standalone meetings with existing clients.
Take lead on routine and follow-up contact with clients
Coordinate comprehensive financial planning process from start-to-finish for new client updates, portfolio changes and reviews, and returns and new opportunity identification.
Take lead on routine and follow-up contacts with clients.
Participate in new client relationship development, including management of current client contact and communications.
Participate in planning meetings regarding new prospects/new clients
Coordinate follow-up workflow on new clients
Focus on client retention, while growing wallet share, earning referrals, and begin to build your personal network.
Develop new clients through personal prospecting efforts, prior client relationships and development of referral sources and centers of influence at typical Savant fee schedule.
Develop knowledge and familiarity with Savant’s Processes such that you can communicate and sell our services to prospective clients and centers of influence.

Benefits

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.
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.