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.

Duties and Responsibilities

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  Owns and manages client relationship and client satisfaction—responsible for client retention for our
• Serves clients according to our “Beacon” and “Roadmap” service models
• Serves as lead or transitionary co-advisor on accounts that will be transitioned to the Portfolio Advisor within a defined time frame.
• Source prospects, lead the sales process and close new business opportunities
• Manage the organization, logistics and set-up of client meetings and related processes
• Prepares for and conducts annual client meetings
• Self-performs fundamental planning function for clients (typically in real-time)
• Timely meeting follow-up and proper documentation of all meeting decisions, data updates, trading instructions, and other required action items in accordance with “The Savant Way” guidelines
• Coordination of investment and administrative workflows with Operations, the Investment team and the assigned CSR
• Monitors and manages client portfolio
• Responsible for profitable delivery of our service models as defined in Savant Service and Segmentation Standards and according to the “The Savant Way”
• Day-to-day point of contact for client; fields client questions and requests
• Maintain all aspects of the client’s Salesforce record in accordance with “The Savant Way”
• Accountable for delivering Savant’s Core Values and Savant Guiding Principles to each client relationship

The Portfolio Advisor position typically requires the following qualifications:

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  Minimum 3+ years experience in financial services or related field with demonstrated ability to develop and manage client relationships.
• Bachelor’s Degree from an accredited college or university;
• Pursuing or has obtained CFP® designation
• 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, with strong coaching and leadership skills

Any combination of equivalent education and work experience will be considered.

Savant Capital, LLC is an Equal Opportunity Employer