What are the responsibilities and job description for the Financial Advisor I - Dover, DE position at Savant Wealth Management?
Description
The Financial Advisor is an advisory role which is responsible for servicing and managing existing client relationships as a co-advisor, formulating and implementing planning advice and supported by the firm’s technical specialists. They are also responsible for supporting the new business development efforts of senior advisors and developing their own new business development network.
For more than 30 years, Savant Wealth Management has worked to provide wise counsel to individuals, families, and businesses. A fee-only, independent RIA firm, we offer investment management, financial planning, retirement planning, and family office services to financially established individuals and institutions. We also offer corporate accounting, tax preparation, payroll, and consulting. 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. If you want to be part of a culture that is defined by strong values - Savant is right for you.
The Financial Advisor can expect to focus in the following areas:
The Financial Advisor I position typically requires the following qualifications:
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 typically $70,000-90,000. However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. Additionally, this role is eligible for other forms of compensation through our advisory incentive program.
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.
Description
The Financial Advisor is an advisory role which is responsible for servicing and managing existing client relationships as a co-advisor, formulating and implementing planning advice and supported by the firm’s technical specialists. They are also responsible for supporting the new business development efforts of senior advisors and developing their own new business development network.
For more than 30 years, Savant Wealth Management has worked to provide wise counsel to individuals, families, and businesses. A fee-only, independent RIA firm, we offer investment management, financial planning, retirement planning, and family office services to financially established individuals and institutions. We also offer corporate accounting, tax preparation, payroll, and consulting. 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. If you want to be part of a culture that is defined by strong values - Savant is right for you.
The Financial Advisor can expect to focus in the following areas:
The Financial Advisor I position typically requires the following qualifications:
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 typically $70,000-90,000.However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. Additionally, this role is eligible for other forms of compensation through our advisory incentive program.
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.
The Financial Advisor is an advisory role which is responsible for servicing and managing existing client relationships as a co-advisor, formulating and implementing planning advice and supported by the firm’s technical specialists. They are also responsible for supporting the new business development efforts of senior advisors and developing their own new business development network.
For more than 30 years, Savant Wealth Management has worked to provide wise counsel to individuals, families, and businesses. A fee-only, independent RIA firm, we offer investment management, financial planning, retirement planning, and family office services to financially established individuals and institutions. We also offer corporate accounting, tax preparation, payroll, and consulting. 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. If you want to be part of a culture that is defined by strong values - Savant is right for you.
The Financial Advisor can expect to focus in the following areas:
- Responsible for profitable delivery of our service models as defined in Savant Service and Segmentation Guidelines and according to the “The Savant Way”
- Assume co-advisory/service relationships with a number of existing clients.
- Take lead on routine and follow-up contact with clients
- Coordinate comprehensive financial planning process along with Planning Team from start-to-finish for new client updates, portfolio changes and reviews, and returns and new opportunity identification
- 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
- 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 IFP Roadmap Process 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 Financial Advisor I position typically requires the following qualifications:
- 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; MBA (ideal)
- Certified Financial Planner™ certification preferred upon hire or attained within one year of date of hire
- 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
- All Financial Advisor applicants must have a clean U4 with no disclosures.
- We are a growing, fee-only, independent, majority employee-owned RIA.
- We believe in collaboration, innovation, excellence, doing what’s right, and helping our team to provide world class service.
- We help our clients reach their ideal futures.
- Our culture is described through our corporate values of excellence, integrity, lifelong learning, respect, growth, and servant leadership. These core values truly define the “Savant Way.” We are dedicated to living these values through our relationships with clients, each other, and the communities in which we serve.
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 typically $70,000-90,000. However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. Additionally, this role is eligible for other forms of compensation through our advisory incentive program.
- Comprehensive Benefits Package 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 Fridays.
- Employee Recognition: Be celebrated with 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.
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.
Description
The Financial Advisor is an advisory role which is responsible for servicing and managing existing client relationships as a co-advisor, formulating and implementing planning advice and supported by the firm’s technical specialists. They are also responsible for supporting the new business development efforts of senior advisors and developing their own new business development network.
For more than 30 years, Savant Wealth Management has worked to provide wise counsel to individuals, families, and businesses. A fee-only, independent RIA firm, we offer investment management, financial planning, retirement planning, and family office services to financially established individuals and institutions. We also offer corporate accounting, tax preparation, payroll, and consulting. 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. If you want to be part of a culture that is defined by strong values - Savant is right for you.
The Financial Advisor can expect to focus in the following areas:
- Responsible for profitable delivery of our service models as defined in Savant Service and Segmentation Guidelines and according to the “The Savant Way”
- Assume co-advisory/service relationships with a number of existing clients.
- Take lead on routine and follow-up contact with clients
- Coordinate comprehensive financial planning process along with Planning Team from start-to-finish for new client updates, portfolio changes and reviews, and returns and new opportunity identification
- 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
- 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 IFP Roadmap Process 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 Financial Advisor I position typically requires the following qualifications:
- 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; MBA (ideal)
- Certified Financial Planner™ certification preferred upon hire or attained within one year of date of hire
- 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
- All Financial Advisor applicants must have a clean U4 with no disclosures.
- We are a growing, fee-only, independent, majority employee-owned RIA.
- We believe in collaboration, innovation, excellence, doing what’s right, and helping our team to provide world class service.
- We help our clients reach their ideal futures.
- Our culture is described through our corporate values of excellence, integrity, lifelong learning, respect, growth, and servant leadership. These core values truly define the “Savant Way.” We are dedicated to living these values through our relationships with clients, each other, and the communities in which we serve.
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 typically $70,000-90,000.However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. Additionally, this role is eligible for other forms of compensation through our advisory incentive program.
- Comprehensive Benefits Package 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 Fridays.
- Employee Recognition: Be celebrated with 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.
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.
Salary : $70,000 - $90,000
