Financial Advisor

This is a fully remote position, open to applicants in Arizona.

📋 Description

• Provide impactful advice and make a significant difference

• Co-manage client relationships to ensure a high-quality and consistent client experience

• Prepare for, engage in, and assist in leading client meetings

• Act as a primary contact for routine client inquiries and follow-ups

• Oversee financial planning processes from initiation to completion in collaboration with the Planning Team

• Record client interactions and guarantee timely execution of all follow-up tasks

• Assist senior advisors with new client prospects and meetings

• Develop your own network through referrals, Centers of Influence (COIs), and existing relationships

• Contribute to revenue growth by expanding existing client relationships and establishing new ones

• Work collaboratively with advisory, planning, and investment teams

• Utilize AI tools and technology to improve efficiency and gain client insights

• Maintain strong organizational skills, follow-through, and adherence to Savant processes

⛳️ Requirements

• All applicants for the Financial Advisor position must possess a clean U4 with no disclosures

• 2–5 years of experience in wealth management or providing advisory support

• Bachelor’s degree from an accredited institution (MBA is preferred)

• CFP® certification preferred or to be obtained within two years

• Strong client service orientation with exceptional communication skills

• Capability to manage multiple priorities while maintaining strong attention to detail

• Experience with financial planning software and Microsoft Office

• Proven ability to support or manage client relationships

🏝️ Benefits

• Comprehensive medical, dental, and vision coverage with various plan options

• Health Savings Account (HSA) or Flexible Spending Account (FSA)

• Company-paid life insurance, AD&D, and disability coverage

• 401(k) plan with company matching (both Roth and Traditional options available)

• Incentive opportunities and recognition programs based on team performance

• Generous paid time off along with at least 10 paid holidays

• Annual “Savantiversary” day

• Summer Hours (shorter work weeks during the summer months)

• Parental leave, personal leave, and support for other life events

• Employee Assistance Program (EAP)

• Wellness reimbursements (e.g., gym memberships)

• Flexible “Dress for Your Day” policy