Savant Wealth Management
The Financial Advisor is an entry level advisory role which is responsible for servicing and managing existing client relationships, formulating and implementing planning advice, supported by the firm’s technical specialists. They are also responsible for supporting the new business development efforts of senior advisor, and for developing their own new business development network.
Duties and Responsibilities
Assume co-advisory/service relationship with a number of existing clients.
Participate in new client relationship development, including management of current client contact and communications.
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 Wise Wealth Planning and Investment Processes such that you can communicate and sell our services to prospective clients and centers of influence.
Maintain team approach by assisting and filling in for others.
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.
The Financial Advisor position typically requires the following qualifications:
Minimum 2-5 years of experience in investment management and/or Financial Advisor services with demonstrated ability to develop and manage plans and manage client relationships
Bachelor’s Degree from an accredited college or university; CFP designation (preferred); MBA (ideal)
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
Any combination of equivalent education and work experience will be considered.
Savant Capital, LLC is an Equal Opportunity Employer