Financial Advisor - Indianapolis, IN

SAVANT; Indianapolis (IN); Hybrid; USD 106,000 - 144,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

401(k) with company match

Paid time off and holidays

HSA or FSA

Life insurance, AD&D, and disability

Job summary

Savant in Indianapolis, IN is seeking a Financial Advisor to manage client relationships as the trusted guide, delivering tailored financial planning and investment advice with support from in-house specialists.

This hybrid, client-facing role requires 5–7 years in investment management or financial planning, a finance degree (CFP preferred), strong communication, and a growth mindset. Base salary around $125k plus incentives, with employee ownership.

Qualifications

• Bachelor's degree in finance or related field; master's preferred.
• 5–7 years of experience in investment management or financial planning.
• CFP designation preferred upon hire or within two years.
• Strong communication, client-first attitude, and relationship-building.
• Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook.
• Clean U4 with no disclosures; non-compete agreement required.

Responsibilities

• Serve as co-advisor or lead advisor on existing client relationships and build your own book.
• Deliver service models profitably and in line with company guidelines.
• Lead onboarding processes and drive client meetings.
• Own client satisfaction, retention, and liaison to the Planning Team.
• Develop new client relationships through referrals and centers of influence.

Skills

Client relationships

Communication

Analytical skills

Growth mindset

Education

Bachelor's degree in finance

Master's degree preferred

CFP designation preferred

Tools

Financial planning software

Securities balancing software

Job description

If you became a financial advisor to build real relationships rather than chase transactions, this is the seat for you. As a Financial Advisor at Savant, you are the primary manager of your client relationships. You lead the conversations that matter most, formulate and implement advice, and draw on a deep bench of in-house planning, tax, and investment specialists whenever a client's situation calls for it. You will never be asked to be an expert in everything, only to be the trusted guide who brings the right expertise to the table.This is also a growth role. You will step into co-advisor and lead-advisor responsibilities on established relationships while building your own book through referrals, centers of influence, and community connections. Savant is majority employee-owned, so the value you create is value you share in.In this role, you can expect to focus in the following areas:Serve as co-advisor or lead advisor on existing client relationships, fulfilling the responsibilities outlined in the Savant Core Advisory Career Path.Deliver our service models profitably and consistently, in line with the Savant Service and Segmentation Guidelines and “The Savant Way.”Provide world-class service: host and lead client meetings, optimize your book of business, and continually sharpen your advisory skills.Lead or participate in “The Discovery Interview,” “My Ideal Future” discussions, and other strategic onboarding processes that set the tone for a lasting relationship.Own client satisfaction and retention, and serve as your clients' liaison to our Planning Team.Participate in new client relationship development, including planning meetings on new prospects and coordinating follow-up workflow for new clients, generating a minimum of $60,000 to $100,000 in new revenue at typical Savant fee schedules.Build and cultivate a referral network and centers of influence, including attorneys and other professional partners, previous clients, and community and service organizations.Leverage Advisor AI capabilities to elevate the client experience, delivering personalized insights in meetings and data-driven recommendations that strengthen planning strategies, always applying your own professional judgment.Maintain a team approach by assisting and filling in for colleagues, and take on other responsibilities as the practice grows.A couple things to note about our Financial Advisor position:The position is based in Indianapolis, IN, with regular in-person presence needed for client and team relationship building.The role follows a hybrid work model, with the schedule driven by client meeting needs. Some weeks may require more in-office time, while others may allow for more flexibility.This is a client-facing role that includes local travel for client meetings and community networking opportunities.The Financial Advisor position typically requires the following qualifications:Bachelor's degree in finance or a related field from an accredited college or university; master's degree preferred.Minimum of five to seven years of experience in investment management, financial planning, or financial services, with a demonstrated ability to develop and manage plans and client relationships.Certified Financial Planner designation preferred upon hire or attained within two years of your date of hire.Financial planning and wealth management acumen, judgment, and experience, including the ability to prepare and present basic to mid-level planning concepts to clients.Excellent verbal and written communication and listening skills, with a genuine client-first attitude and a natural ability to build rapport.High attention to detail and accuracy, diligent follow-through on client tasks, and the ability to manage multiple priorities and deadlines in a fast-paced environment.Strong analytical and problem-solving skills, intellectual curiosity, and a relentless drive to improve, paired with a growth mindset and openness to feedback.Understanding of and adherence to our investment philosophy, code of ethics, and regulatory compliance standards, along with a collaborative, process-oriented approach that reflects our core values.Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook, as well as financial planning and securities balancing software.All Financial Advisor applicants must have a clean U4 with no disclosures.Employment in this position will require a signed non-compete agreement, except in states where prohibited.All Financial Advisor applicants must have a clean U4 with no disclosures.Employment in this position will require a signed non-compete agreement, except in states where prohibited.The PerksAt Savant, we invest in our people—supporting both their well-being and long-term growth. We take a market-based, growth-oriented approach to advisor compensation designed to reward both client impact and long-term value creation. The expected base salary range for this role is $125,000. Actual compensation will be determined based on several factors, including relevant experience, professional credentials, advisory expertise, qualifications, geographic location, and current market data.Our advisor compensation model includes:A competitive base salary, aligned to experience and role scopePerformance-based incentives tied to growth, client retention, and overall contributionEquity and ownership opportunities as you grow with the firm, reinforcing our majority employee-owned modelAccess to additional incentive programs aligned with individual and firm successThis structure is designed to support advisors at every stage—providing income stability, meaningful upside potential, and the opportunity to build long-term wealth as part of a growing firm. Full compensation details, including incentive structures and equity participation, are discussed during the interview process.What Sets Savant ApartCollaborative, integrated model across advisory, tax, and planning—no silosGrowth-oriented firm, offering meaningful opportunities for career development and long-term impactValues-driven culture, grounded in excellence, integrity, lifelong learning, respect, growth, and servant leadershipMajority employee-owned, giving our team a shared stake in our long-term successOur Total RewardsCore Benefits (Effective Day One):Medical, dental, and vision coverage with multiple plan optionsHealth Savings Account (HSA) or Flexible Spending Account (FSA)Company-paid life insurance, AD&D, and disability coverageFinancial & Long-Term Rewards:401(k) with company match (Roth and Traditional options)Team-based incentive opportunities and recognition programsTime Away & Flexibility:Generous paid time off, plus at least 10 paid holidaysAnnual “Savantiversary” daySummer Hours (shorter work weeks during the summer)Parental leave, personal leave, and other life-event supportWell-Being & Everyday Perks:Employee Assistance Program (EAP)Wellness reimbursements (e.g., gym memberships)Flexible “Dress for Your Day” approachWe’re happy to share more details about our benefits and total rewards during the hiring process.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