Job Details
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.
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.
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
- Series 65 License
- 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
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.