Build Trust. Grow Relationships. Shape Futures.

What if your next role wasn’t just about servicing clients — but about becoming the advisor they trust, the teammate others rely on, and the professional you’re growing into?

At Savant, Financial Advisors don’t operate in silos or push products. We work as fiduciaries, collaborators, and lifelong learners — helping clients turn personal and financial dreams into clear, actionable plans. As a Financial Advisor I, you’ll step into a true co-advisor role: owning client relationships, contributing meaningfully in meetings, and beginning to build a business development network of your own — all with the support of seasoned advisors and technical specialists behind you.

This role is designed for an advisor who thrives in collaboration and is ready to take on greater client responsibility within our team-based model.

What You’ll Do

Serve & Advise Clients (The Savant Way)

You’ll be a trusted point of contact for existing client relationships — helping deliver a consistent, high-quality experience across planning, investments, and ongoing service.

You will:

Co-lead client meetings and independently host routine and follow-up meetings
Take ownership of day-to-day client communications and service needs
Coordinate comprehensive financial planning with Savant’s Planning Team — from updates and reviews to identifying new opportunities
Document meetings and workflows with accuracy and care
Anticipate client needs and proactively offer insights to lead advisors and clients

Grow Relationships & Build a Network

You’ll begin developing your own book of business while supporting senior advisors in new client development.

You will:

Retain clients, grow wallet share, and earn referrals
Generate $15K–$60K in annual new revenue through a mix of existing relationships and new prospects
Build relationships with referral sources and centers of influence
Learn to confidently communicate Savant’s IFP Roadmap, investment philosophy, and value proposition
Create and execute an annual business development plan

Work Smarter with Modern Tools

You’ll embrace Savant’s advisor technology and AI-enabled tools to enhance client experiences and efficiency.

You will:

Use AI note-taking and insights to elevate client meetings
Apply data tools to support informed, timely decision-making
Maintain a collaborative, team-first mindset — stepping in to support others when needed

What Success Looks Like

Clients trust you and regularly reach out for guidance and service
Lead advisors rely on you and feel confident going into meetings
You actively contribute in meetings — presenting planning and investment concepts clearly and professionally
Client tasks are completed accurately, promptly, and with urgency
You understand and consistently follow Savant’s processes and best practices
You are actively building a business development network and generating new leads
You show clear growth as an advisor, teammate, and professional

A couple things to note about our Financial Advisor position:

This position is based out of our Lancaster, PA office.
Our standard working hours are Monday - Friday, 8:00am-5:00pm, but due to the nature of the work there may be times where additional hours are required.
This is a full time in-person position.

What You Bring

2–5 years of experience in an advisory or advisory-support role
Bachelor’s degree required; MBA preferred
CFP® certification preferred (or willingness to obtain within two years)
Strong financial planning and wealth management fundamentals
Comfort presenting basic planning concepts to clients
Natural relationship-builder with strong communication skills
Detail-oriented, organized, and calm in a fast-paced environment
Growth mindset, curiosity, and openness to feedback
Commitment to fiduciary responsibility, ethics, and compliance
A client-first attitude and genuine desire to collaborate

**Note: All Financial Advisor applicants must have a clean U4 with no disclosures.**

Why Join Us?

For nearly 40 years, Savant Wealth Management has served as a trusted advisor to established individuals, families, and businesses seeking clarity and confidence in their financial lives. Our name, rooted in the Latin word sapere—“to be wise”—reflects our commitment to evidence-based investing and the power of decision-making based on deep knowledge. We are a fee-only, independent, fiduciary wealth management firm providing comprehensive guidance on investments, financial planning, tax and business consulting, estate planning, trust services, and family office support. At the heart of our firm is a culture of lifelong learning—one that values curiosity, continuous improvement, and helps clients pursue their ideal future with purpose and discipline.

Our Vision: Transform personal and financial dreams into goals and goals into reality.

Our Mission: To build one million ideal futures for our clients, our team, and the communities we serve.

Our Values: Excellence, Integrity, Lifelong Learning, Respect, Growth, Servant Leadership

The Perks:

At Savant, we are committed to supporting our employees as well as investing in their well-being and growth. We take a market-based approach to compensation. The expected base salary range for this role nationally is $68,000 - $100,000.However, final base pay will be carefully determined based on several factors, including responsibilities, skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits. This role is eligible for additional compensation through our advisory incentive program, which typically includes a total annual incentive of between $15,000-50,000, depending upon performance.

We also offer a benefits package designed to enhance both your personal and professional life. Below is an overview of our total rewards offering. The benefits available for this role can be discussed in detail during the hiring process.

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.

Take your career to new heights, apply today!

All applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.

We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required of the incumbent in this position. Any combination of equivalent education and work experience will be considered.

Savant Capital LLC, is an Equal Opportunity Employer.

Savant Wealth Management

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