Financial Advisor - Lancaster, PA

SAVANT; Lancaster (Lancaster County); Hybrid; USD 113,000 - 138,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

401(k) match

Life insurance

Paid holidays

Equity opportunities

Hybrid schedule

Job summary

Savant Wealth Management in Lancaster, PA seeks a Financial Advisor to lead client relationships, deliver proactive planning, and support advisor succession in a community‑focused office. You will build trust with clients, manage complex financial plans, and collaborate with planning, tax, and client service teams.

You will also participate in business development, cultivate referrals, and use modern advisor tools to strengthen recommendations and the client experience in a hybrid work model

Qualifications

• Bachelor’s degree in finance or related field; Master’s preferred.
• 5–7 years of experience in investment management, financial planning, or financial services.
• CFP designation preferred upon hire or to be obtained within two years of hire.
• Strong financial planning and wealth management acumen with clear communication.
• Experience leading advisory relationships and managing complex planning needs.

Responsibilities

• Lead or co‑advisor for existing client relationships and ensure a smooth transition and strong ongoing client experience.
• Manage and deepen client relationships with proactive service and prepared client meetings.
• Support succession and capacity needs by absorbing relationships and building trust with clients.
• Partner with planning, investment, tax, client service, and other teams to deliver an integrated client experience.
• Participate in business development by building referral networks and identifying growth opportunities.
• Use advisor tools and technology to strengthen recommendations and enhance the client experience.

Skills

Relationship management

Financial planning

Communication skills

Attention to detail

Business development

Education

Bachelor's degree in finance or related field

Master’s degree preferred

Tools

Microsoft Word

Excel

PowerPoint

Outlook

Financial planning software

Job description

Savant Wealth Management is seeking a Financial Advisor to join our Lancaster, PA team. This is an opportunity to step into a meaningful advisory role within an established Central PA market, supporting client relationship transitions, leading client service, and helping grow long-term relationships in a close-knit, community-oriented office. The ideal candidate is an experienced advisor who can build trust quickly, bring strong technical planning skills, and provide thoughtful, detail-oriented service to clients with complex financial needs.In this role, you can expect to focus in the following areas:Serve as a lead or co-advisor for existing client relationships, helping ensure a smooth transition and strong ongoing client experience.Manage and deepen client relationships by delivering proactive service, preparing for and leading client meetings, and helping clients feel confident in their financial plans.Support succession and capacity needs within the Central PA team by absorbing client relationships from established advisors and building trust with a detail-oriented client base.Partner with Savant’s planning, investment, tax, client service, and other centralized teams to deliver an integrated client experience.Participate in business development by building referral relationships, strengthening local networks, and identifying opportunities to grow client relationships.Bring ownership, initiative, and strong follow-through to client service, internal processes, and relationship management.Use technology, systems, and advisor tools to support planning conversations, strengthen recommendations, and enhance the client experience.A couple things to note about our Financial Advisor position:This position is based in Lancaster, PA, 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.Local and regional travel may be needed, including occasional travel to Wyomissing for client meetings.This role offers the opportunity to step into an established client base, support advisor succession, and continue developing relationships in the Lancaster/Central PA market.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.5–7 years of experience in investment management, financial planning, or financial services, with demonstrated ability to manage client relationships and financial plans.Certified Financial Planner designation preferred upon hire or required to be obtained within two years of hire.Strong financial planning and wealth management acumen, sound judgment, and the ability to communicate complex topics clearly.Experience serving as a lead advisor and supporting clients with complex, detail-oriented planning needs.A client-first mindset, excellent listening skills, and the ability to build rapport with clients and team members.Strong attention to detail, timely follow-through, and the ability to manage multiple client needs in a fast-paced environment.Comfort with business development, relationship-building, and cultivating referral relationships in the local market.Wealth management or RIA experience preferred.CPA background is not required but would be a plus given the Lancaster client base.Proficiency in Microsoft Word, Excel, PowerPoint, Outlook, and financial planning-related 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.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 for this role starts at $125,000, with final pay determined by a number of factors including experience, skills, and location.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 successOpportunity to step into a meaningful succession role with built-in client relationships and room for continued business development in the Lancaster/Central PA market.Our 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