Savant Wealth Management

Financial Planning and Analysis

• Deliver meaningful advice and make a real impact
• Co-manage client relationships, helping deliver a high-quality, consistent client experience
• Prepare for, participate in, and help lead client meetings
• Serve as a key point of contact for routine client needs and follow-ups
• Coordinate financial planning workflows from start to finish in partnership with Planning Team
• Document client interactions and ensure timely execution of all follow-up items
• Support senior advisors with new client opportunities and prospect meetings
• Build your own network through referrals, COIs, and existing relationships
• Contribute to new revenue growth through client expansion and new relationships
• Collaborate across advisory, planning, and investment teams
• Leverage AI tools and technology to enhance efficiency and client insights
• Maintain strong organization, follow-through, and adherence to Savant processes

Financial Advisor

Director

• Define, document, and maintain firmwide advisor operating standards and best practices, with a focus on day-to-day advisor workflows, planning cadence, and operating discipline
• Establish clear guardrails and minimum standards while allowing flexibility within defined frameworks
• Own and evolve advisor standards to support consistency across legacy and newly acquired firms
• Partner with Regional Directors to ensure standards are clearly communicated, coachable, and scalable
• Continuously evaluate standards to ensure they remain practical, relevant, and aligned with firm strategy
• Serve as a strategic thought partner to the ALT on advisor-related initiatives and enterprise priorities
• Own and evolve the firm’s annual advisor business planning frameworks and supporting tools
• Partner on advisor compensation modeling, providing structure, scenario analysis, and decision support
• Help design and support rollout of major advisor-facing initiatives, ensuring clarity of intent, sequencing, and expectations
• Elevate decision-making by grounding discussions in structured frameworks and reliable data
• Directly manage and provide leadership to the Analytics Manager
• Set analytical priorities and ensure alignment between analytics output and business needs
• Ensure advisor-related dashboards, reports, and models are accurate, trusted, and decision-ready
• Act as the point of accountability for analytical clarity and transparency related to advisor performance, planning, and compensation
• Partner cross-functionally with Finance and Business Intelligence teams to ensure strong data integrity and alignment
• Support faster, more consistent integration of acquired firms through standardized advisor operating frameworks
• Reduce variability and ambiguity in advisor operations across regions
• Identify opportunities to simplify, systematize, and scale advisor practices without sacrificing quality or client experience
• Take a forward-looking view by researching industry best practices and selectively incorporating them into Savant’s operating model

Financial Advisor

Director, Practice Management