Financial Advisor

🔥 0 minutes ago

🌵 Arizona – Remote

🌵 Arizona – Remote

💵 $70k - $100k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

💸 Financial Planning and Analysis (FP&A)

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Savant Wealth Management

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 1986

💸 Finance

👥 B2C

🤝 B2B

Finance • B2C • B2B

Savant Wealth Management is a fee-only, fiduciary wealth management firm that provides comprehensive financial planning and investment services to individuals, families, executives, institutions, and businesses. The firm offers investment management, tax advisory and preparation, estate planning and wealth transfer, trust and family office services, accounting and consulting, and company retirement plan services, delivering holistic, advisor-led guidance to high-net-worth and institutional clients across multiple U. S. offices.

📋 Description

• Deliver meaningful advice and make a real impact • 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 • Build your own network through referrals, COIs, and existing relationships • Contribute to new revenue growth through client expansion and new relationships • 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

🎯 Requirements

• All Financial Advisor applicants must have a clean U4 with no disclosures • 2–5 years of experience in wealth management or advisory support • Bachelor’s degree from an accredited institution (MBA preferred) • CFP® certification preferred or obtained within two years • 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

🏖️ Benefits

• 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