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Bachelor’s degree in finance or related field from an accredited college or university; Master’s degree preferred
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Minimum of 5 years of experience in financial planning or financial services
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Demonstrated ability to develop and manage financial plans and manage client relationships.
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Certified Financial Planner™ designation highly preferred upon hire or must be attained within two years of date of hire.
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A clean U4 with no disclosures
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Financial planning/wealth management acumen, judgment, and experience
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Excellent communication and listening skills.
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Client-first attitude.
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Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook, as well as financial planning and securities balancing software.
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A team player, collaborative, able to work with and through others.
Why Join Us?
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We are a team with distinct backgrounds and diverse views.
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We believe in collaboration, innovation, excellence, doing what’s right, and helping our team to provide world class service.
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Our culture is described through our corporate values of excellence, integrity, lifelong learning, respect, growth, and servant leadership. We are dedicated to living these values through our daily interactions with each other, our clients, and our communities.
Our Vision: Transform personal and financial dreams into goals and goals into reality.
Our Mission: To build one million ideal futures for our clients, our team, and the communities we serve.
The Perks:
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 $100,000-125,000. However, final base pay will be carefully determined based on several factors, including responsibilities, skills, relevant experience, geographic location, and market conditions. Additionally, this role is eligible for the Advisory Incentive program which will be discussed in detail at the time of interview. Expected total annual compensation within the first 18 months is $125,000-175,000 depending upon performance. We also offer a benefits package designed to enhance both your personal and professional life. Below is an overview of our offering and the specific benefits available for this role can be discussed in detail during the hiring process.
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Benefit Eligibility on Day One: Enjoy immediate access to a robust benefits package starting on your first day of employment.
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Choice of Medical Plans: Select from two medical plans tailored to fit your needs.
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Health & Wellness Accounts: Opt for a Health Savings Account (HSA) or Flexible Spending Account (FSA) to manage your healthcare expenses.
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Flexible Dental Coverage: Choose between two dental plan options for optimal oral health.
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Vision Insurance: Keep your eyes healthy with our vision insurance plan.
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Company-Paid Life & AD&D Insurance: Feel secure with fully covered basic life insurance and accidental death & dismemberment benefits.
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Company-Paid Disability Coverage: Rest easy knowing you’re covered with both short-term and long-term disability plans.
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401(k) with Company Match: Invest in your future with both Roth and Traditional 401(k) plans, featuring a per pay period company match.
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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 Hours.
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Additional Leave and Time Off Benefits: Personal leave, parental leave, professional development paid time, and bereavement pay are just a few examples of how you will be supported with time off and other benefits during life's most critical moments.
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Dress Code: Enjoy a “Dress for Your Day” approach to your style. We offer wardrobe flexibility based on office culture, client expectations, and your daily schedule.
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Employee Recognition: Enjoy monetary awards through our recognition program.
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Employee Assistance Program: Access support through our Employee Assistance Program whenever you need it.
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Exclusive Discounts: Take advantage of various discount programs for additional savings.
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Wellness Reimbursements: Get reimbursed for gym memberships and other wellness programs to stay fit and healthy.
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Additional Perks: Get reimbursed for your warehouse club memberships and receive an allowance for Savant Swag.
Take your career to new heights, apply today!
All applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.
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.
