Savant Wealth Management · 10 hours ago
Associate Advisor - Hanover, PA
York, PA
Full-time
Onsite
New Grad, Entry Level
$65K/yr - $75K/yrSavant Wealth Management is seeking an Associate Advisor to launch an advisory career with a focus on client service and technical skill development. This role involves supporting experienced advisors while learning financial planning and investment strategies, ultimately preparing for a future as a trusted financial advisor.
ConsultingFinancial ServicesWealth Management
No H1B
U.S. Citizen Only
Responsibilities
Learn how great advice is built, delivered, and followed through
Work directly with Advisors, clients, and internal specialists
Develop real planning skills while pursuing your CFP®
Gradually earn your seat—and your voice—at the client table
Master The Savant Way and our Ideal Futures planning process
Support client onboarding and ongoing relationship management
Capture, organize, and audit client data and net worth statements
Prepare and update financial plans using planning software
Participate in client meetings—handling prep, notes, and follow-up
Coordinate with tax, planning, and wealth transfer specialists
Complete self-performed planning projects and simpler cases independently
Support more complex planning work alongside our Wealth Strategy team
Research planning and tax topics for Advisors and clients
Gradually take on speaking roles in client meetings as your confidence grows
Build strong relationships with Advisors and clients as you prepare for promotion
Complete Savant’s Advisor Training Program across planning, tax, and wealth transfer
Develop technical knowledge of portfolio management, trading, and reporting
Build curiosity and confidence around investments and market dynamics
Qualification
Required
Bachelor's degree in financial planning, finance, business, accounting, economics, or a related field
New graduates through early-career professionals welcome
Commitment to pursuing the CFP® designation
Ability to obtain the Series 65 license within 3-6 months of hire
Interest in building a long-term career in wealth management
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.
Flexible 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.
Founded in 1986
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