Are you an experienced Financial Advisor seeking a new opportunity to join an independent, fee only fiduciary wealth management firm? Savant Wealth Management, a fast-growing firm with $25 billion in AUM, is seeking a Lead Advisor in our Vienna, VA location. The Lead Financial Advisor (Financial Advisor II) at Savant is the primary manager of client relationships and may also provide support to senior advisors and their client relationships. The Advisor initiates new business, manages existing client relationships, formulates and implements advice, and may rely on technical specialists to develop recommendations within a given area of expertise.
The Financial Advisor II can expect to focus in the following areas:
Assume co-advisor and/or lead-advisor role on existing clients
Responsible for profitable delivery of our service models as outlined in our guidelines and according to "The Savant Way."
Participates in and/or leads “The Discovery Interview”, the “My Ideal Future” discussions and other strategic onboarding processes
Owns and manages client relationship and client satisfaction and is responsible for client retention.
Serves as a liaison to Savant's Planning Team for clients
Participates in new client relationship development
Participate in planning meetings regarding new prospects/new clients
Coordinate follow-up workflow on new clients
Convert new revenue from multiple existing clients or new prospects to Savant
Utilize and further develop network of referral sources and centers of influence to generate future business development opportunities
Attorneys-Current and Additional Contacts
Previous Clients
Community Networking Opportunities (i.e. Service Clubs)
Maintain team approach by assisting and filling in for others
Qualifications
Our Financial Advisor II role typically requires the following qualifications:
Bachelor’s degree in finance or related field from an accredited college or university; Master’s degree preferred
Minimum 5-7 years of experience in investment management, financial planning or financial services with demonstrated ability to develop and manage plans and manage client relationships
Certified Financial Planner™ designation preferred upon hire or must be attained within one year of date of hire
Financial planning/wealth management acumen, judgment and experience
Excellent communication and listening skills
Client-first attitude
Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook, as well as financial planning and securities balancing software
A team player, collaborative, able to work with and through others
Why Join Us?
We are a growing firm, with opportunities for future growth and advancement in your role.
We offer health, vision, dental, and 401K benefit options for you and your family.
We believe in collaboration, innovation, excellence doing what’s right, and helping our team to provide a world class service
Our culture is steeped in Savant’s Midwestern roots as described through our corporate values of excellence, integrity, lifelong learning, respect, growth, and servant leadership. We are dedicated to living these values through our relationships with clients, each other, and the greater community. Our core values truly define the Savant way.
Let us help you on your path to your ideal career - apply today!
Collective Wisdom. We're Better Together.
At Savant Wealth Management, we are driven by a purpose to serve our clients with skill, passion and integrity. Inspired by collaboration, our team craves innovation, commitment to excellence and above all, doing what is right. We are up for any challenge. Since 1986 we have focused on committing to helping clients achieve peace of mind through our collective insight and wisdom.
If you want to be part of a culture that is defined through strong values - Savant is right for you.
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
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Finance and Sales
Industries
Financial Services
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