Senior Financial Advisors

Savant • Naperville, IL

2d • $150,000 - $175,000

About The Position

Savant Wealth Management is seeking experienced Senior Financial Advisors in a variety of our markets who have demonstrated success building and expanding a book of business through disciplined business development and trusted client relationships. In a Senior Financial Advisor role at Savant, you will serve as the primary relationship owner. You'll lead planning-first conversations with high-net-worth clients and engage them around their financial vision, values, and goals. You will drive growth through both self-sourced opportunities and firm-provided leads while operating within a fully leveraged advisory model. You will be supported by a dedicated team, in-house specialists, centralized investment management, and structured transition support designed to protect and grow your client relationships. Savant also equips you with a comprehensive suite of integrated resources - including an accounting firm, law firm, expanded high-net-worth investment capabilities, and a centralized financial planning team - so you can deliver deeper, more coordinated value to your clients. This opportunity is designed for advisors - whether from a wirehouse, independent RIA, or solo practice - who want ownership, scale, and a long runway within a majority employee-member owned firm investing heavily in organic growth, technology, and long-term equity participation. For experienced advisors, making a move is never about starting from scratch. It is about elevating your platform, protecting what you’ve built, and accelerating what comes next. Savant provides structured transition guidance, including compliance and legal coordination support, client communication planning, and operational onboarding designed to reduce friction and protect momentum. Our goal is to help you transition thoughtfully and begin operating at scale from day one. With an established national brand, integrated tax and estate capabilities, centralized investment management, and a dedicated growth infrastructure, Savant offers a platform few independent advisors could efficiently replicate on their own.

Requirements

• 5–10+ years of experience in wealth management or advisory roles
• Demonstrated success building and managing a book of business
• Strong financial planning acumen and client leadership skills
• Clean U4 (if registered)
• Entrepreneurial mindset with a long-term orientation
• Desire to build equity within a collaborative, majority employee-owned firm

Nice To Haves

• CFP® certification preferred (or willingness to obtain within two years)

Responsibilities

• Serve as primary advisor and strategic quarterback for high-net-worth individuals and families
• Lead planning-first conversations centered on vision, values, and long-term goals
• Deliver advice consistent with Savant’s Service & Segmentation Guidelines and The Savant Playbook
• Coordinate integrated advice with tax, estate, planning, and investment specialists
• Leverage Savant’s evolving technology and AI capabilities to deliver personalized, data-informed planning and client insights
• Contribute meaningfully to firm-level organic growth targets through consistent net new revenue generation
• Generate new revenue through personal networks, referral relationships, and firm-generated leads
• Expand wallet share across investments, tax, estate, and consulting services
• Identify and activate cross-disciplinary opportunities across tax, estate, and consulting to deepen client relationships and expand enterprise value
• Execute a disciplined business development plan with measurable revenue contribution
• Partner with Savant leadership and growth teams to build and execute a 12–24 month scale plan aligned to meaningful production milestones
• Consistently attract target clients (typically $1M+ investable assets)

Benefits

• Competitive base salary - $150-$175k
• Growth-aligned variable incentive compensation
• Total compensation surpassing $200,000
• Long-term ownership and equity participation opportunities
• Additional incentive and benefit programs
• Full compensation and equity details are discussed during the interview process.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed