Financial Advisor — Client Growth & Planning

Savant Wealth Management; Dover (DE); On-site; USD 80,000 - 100,000; Full time

Benefits offered by this job

Health plans

401(k) match

Paid time off

Dental coverage

Vision insurance

Dress for your day

Job summary

Savant Wealth Management is seeking a Financial Advisor to support and deepen client relationships across Lewes and Dover, with Lewes as the primary location. You will work as a co-advisor, bridging relationship management, planning, and business growth under our fiduciary, fee-only model.

You’ll contribute to growth by supporting senior advisors in new business development and by cultivating your own network in the Delaware communities. This role blends advisory duties with career advancement.

Qualifications

• Minimum 2–5 years of experience in an advisory support role and ability to manage client relationships.
• Bachelor’s degree; MBA is an asset.
• CFP certification highly preferred or obtained within one year of hire.
• Clean U4 with no disclosures.
• Proficiency with MS Word/Excel/PowerPoint/Outlook and financial planning software.
• Strong financial planning/wealth management acumen and judgment.
• Excellent communication and listening skills; client-first attitude; team player.

Responsibilities

• Servicing and managing existing client relationships as a co-advisor with senior staff.
• Document meetings, co-lead meetings, and host client meetings.
• Coordinate comprehensive financial planning from start to finish for clients.
• Lead routine client contacts and follow-ups; support new client opportunities.
• Participate in new client development and network building in Lewes/Dover.

Skills

Experience in advisory support role

Excellent communication

Active listening

Client first attitude

Team player

Education

Bachelor’s degree

MBA (ideal)

Certified Financial Planner (CFP) certification

Clean U4

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Microsoft Outlook

Financial planning software

Job description

Savant Wealth Management is seeking a Financial Advisor to support and deepen client relationships across Lewes and Dover, with Lewes as the primary location. You will work as a co-advisor, bridging relationship management, planning, and business growth under our fiduciary, fee-only model.

You’ll contribute to growth by supporting senior advisors in new business development and by cultivating your own network in the Delaware communities. This role blends advisory duties with career advancement.