Savant Wealth Management · 6 hours ago
Financial Advisor
Dover, DE
Full-time
Onsite
Mid, Senior Level
$72K/yr - $90K/yr
2+ years expSavant Wealth Management is a trusted advisor firm seeking a Financial Advisor to build lasting relationships and deliver holistic financial guidance. This role involves managing existing client relationships, developing new clients, and contributing to business growth in a dynamic advisory environment.
ConsultingFinancial ServicesWealth Management
No H1B
Hiring Manager
Breanna S.
Responsibilities
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
Qualification
Required
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
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
Preferred
MBA (ideal)
Certified Financial Planner™ certification highly preferred upon hire, or obtained within one year of date of hire
Benefits
Benefit Eligibility on Day One: Enjoy immediate access to a robust benefits package starting on your first day of employment.
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.
Company
Savant Wealth Management
Savant Wealth Management specializes in investment, financial planning, accounting, retirement plans and consultation.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Brent Brodeski
Founder & Chief Executive Officer
Recent News
Business Wire
2025-11-04
2025-09-10
Company data provided by crunchbase