Financial Advisor

Savant Wealth Management

Financial Advisor supporting client relationships and financial planning at Savant in Scottsdale. Collaborating with senior advisors and leveraging technology for client insights while expanding local market presence.

Posted 6/30/2026full-timeRemote • Arizona • 🇺🇸 United StatesJuniorMid-Level💰 $70,000 - $100,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in wealth management and client relationship management, with a strong focus on delivering high-quality client experiences and leveraging financial planning tools. Proven ability to coordinate workflows, support senior advisors, and contribute to revenue growth through effective networking and collaboration.

Highest-signal resume keywords

Wealth Management ExperienceClient Relationship ManagementCFP® CertificationFinancial Planning ToolsMicrosoft Office Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningClient Interaction DocumentationWorkflow CoordinationRevenue Growth StrategiesClient Needs Assessment

Soft Skills

Strong Communication SkillsAttention to DetailClient Service MindsetOrganizational SkillsFollow-Through

Tools & Technologies

AI ToolsFinancial Planning SoftwareMicrosoft Office

Certifications & Qualifications

CFP® CertificationBachelor’s DegreeMBA (Preferred)

Industry Keywords

Client ExperienceAdvisory SupportNetworkingClient ExpansionSavant Processes

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

All Financial Advisor applicants must have a clean U4 with no disclosures
2–5 years of experience in wealth management or advisory support
Bachelor’s degree from an accredited institution (MBA preferred)
CFP® certification preferred or obtained within two years
Strong client service mindset with excellent communication skills
Ability to manage multiple priorities with strong attention to detail
Experience with financial planning tools and Microsoft Office
Demonstrated ability to support or manage client relationships

Benefits

Comp & perks

Medical, dental, and vision coverage with multiple plan options
Health Savings Account (HSA) or Flexible Spending Account (FSA)
Company-paid life insurance, AD&D, and disability coverage
401(k) with company match (Roth and Traditional options)
Team-based incentive opportunities and recognition programs
Generous paid time off, plus at least 10 paid holidays
Annual “Savantiversary” day
Summer Hours (shorter work weeks during the summer)
Parental leave, personal leave, and other life-event support
Employee Assistance Program (EAP)
Wellness reimbursements (e.g., gym memberships)
Flexible “Dress for Your Day” approach