Financial Advisor II

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.

Job Summary

The Financial Advisor II is the primary manager of the client relationships and provides support to senior advisors. The position has responsibility for initiating new business, managing existing client relationships, formulating and implementing advice, and may rely on technical specialists to develop recommendations within a given area of expertise.

Duties and Responsibilities

• Assume co-advisor and/or lead-advisor role on existing clients, fulfilling responsibilities outlined in the Savant Core Advisory Career Path.
• Responsible for profitable delivery of our service models as defined in Savant Service and Segmentation Guidelines and according to the “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—responsible for client retention.
• Serves as a liaison to Planning Team for clients
• Participate in new client relationship development
• Participate in planning meetings regarding new prospects/new clients
• Coordinate follow-up workflow on new clients
• Convert $50-150k in new revenue from multiple existing clients or new prospects to Savant at typical Savant fee schedule
• 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)
• Other
• Perform other duties as requested
• Maintain team approach by assisting and filling in for others

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

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