Financial Advisor - Thousand Oaks, CA

Savant Wealth Management; Thousand Oaks (CA); Hybrid; USD 90,000 - 100,000; Full time

Benefits offered by this job

Medical, dental, and vision

HSA / FSA

Life insurance & AD&D

Disability coverage

401(k) match

Equity opportunities

Incentive programs

Paid time off

Savantiversary day

Summer hours

Parental leave

Wellness reimbursements

Dress for Your Day

Job summary

Savant Wealth Management in Thousand Oaks, CA is seeking a Financial Advisor who can make an impact with clients while continuing to grow as a planning professional. You will work with two advisors and a Client Service Associate, supported by Savant’s Planning Team to help deliver comprehensive financial plans.

The role offers a hybrid work arrangement with some in‑person meetings each month, ties to business development, and ongoing training through planning meetings, with opportunities to

Qualifications

• Bachelor's degree from an accredited college or university; MBA preferred.
• CFP certification preferred upon hire or attained within two years of date of hire.
• Series 65 license expected if not already completed.
• All Financial Advisor applicants must have a clean U4 with no disclosures.
• Strong communication, listening, analytical, and problem‑solving skills.

Responsibilities

• Co-advising and servicing existing client relationships, including documenting meetings and contacts, supporting follow‑up, and taking the lead on routine client communication.
• Preparing for and participating in client meetings, with progression toward presenting planning concepts, sections of plans, and full financial plans.
• Coordinating the comprehensive financial planning process with Savant’s Planning Team, including new client onboarding, client updates, portfolio reviews, and planning opportunities.
• Supporting new client relationship development through prospect preparation, follow‑up workflow, referral source development, and participation in planning meetings for prospective clients.
• Building business development skills by retaining clients, growing wallet share, earning referrals, and developing a personal network over time.
• Adopting core advisor technology and AI tools, including AI note‑taking, AI‑supported client meeting insights, and data tools that support informed decision‑making.

Skills

Communication

Listening

Analytical thinking

Problem-solving

Client-first mindset

Attention to detail

Multi-tasking

Team player

Education

Bachelor’s degree

MBA preferred

Certified Financial Planner™ (CFP) preferred

Series 65 license (if not already)

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Outlook

Financial planning software

Portfolio management software

Job description

Savant Wealth Management is growing our Thousand Oaks, CA advisory team and looking for a Financial Advisor who is ready to make an impact with clients while continuing to develop as a planning professional.

This opportunity is ideal for someone with advisory support, paraplanning, or early‑stage advisor experience who is eager to deepen their planning knowledge, participate more actively in client meetings, and build confidence presenting recommendations over time. You will work closely with experienced advisors and Savant’s technical specialists while gaining hands‑on experience in client service, financial planning, relationship management, and business development.

In this role, you can expect to focus in the following areas:

• Co‑advising and servicing existing client relationships, including documenting meetings and contacts, supporting follow‑up, and taking the lead on routine client communication.
• Preparing for and participating in client meetings, with progression toward presenting planning concepts, sections of plans, and full financial plans.
• Coordinating the comprehensive financial planning process with Savant’s Planning Team, including new client onboarding, client updates, portfolio reviews, and planning opportunities.
• Supporting new client relationship development through prospect preparation, follow‑up workflow, referral source development, and participation in planning meetings for prospective clients.
• Building business development skills by retaining clients, growing wallet share, earning referrals, and developing a personal network over time.
• Adopting core advisor technology and AI tools, including AI note‑taking, AI‑supported client meeting insights, and data tools that support informed decision‑making.

A couple things to note about our Financial Advisor position:

• This position will support a small advisory office consisting of two advisors and a Client Service Associate.
• This is a hybrid role based in Thousand Oaks, CA. While most client meetings are currently conducted virtually, the advisor should be available for in‑person client meetings at least a couple of times per month.
• Travel is expected to be rare, though the advisor may have opportunities to build relationships with remote clients over time.
• The advisor will receive coaching and support as responsibilities progress from planning preparation and meeting participation to presenting recommendations and managing smaller client relationships.

Qualifications

The Financial Advisor position typically requires the following qualifications:

• Minimum of 2–5 years of experience in an advisory support, paraplanning, or related wealth management role, with demonstrated ability to support planning and client relationship management.
• Bachelor’s degree from an accredited college or university; MBA preferred.
• Certified Financial Planner™ certification preferred upon hire or attained within two years of date of hire.
• Series 65 license expected if not already completed.
• 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.
• Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook, as well as financial planning and portfolio‑related software.
• Financial planning and wealth management acumen, judgment, and experience.
• Strong communication, listening, analytical, and problem‑solving skills.
• Client‑first mindset, strong follow‑through, high attention to detail, and the ability to manage multiple priorities in a fast‑paced environment.
• Collaborative team player who demonstrates professionalism, curiosity, growth mindset, and alignment with Savant’s Core Values.

The Perks

At 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 $90,000-$100,000. 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 scope
• Performance‑based incentives tied to growth, client retention, and overall contribution
• Equity and ownership opportunities as you grow with the firm, reinforcing our majority employee‑owned model
• Access to additional incentive programs aligned with individual and firm success

What Sets Savant Apart

• Collaborative, integrated model across advisory, tax, and planning—no silos
• Growth‑oriented firm, offering meaningful opportunities for career development and long‑term impact
• Values‑driven culture, grounded in excellence, integrity, lifelong learning, respect, growth, and servant leadership
• Majority employee‑owned, giving our team a shared stake in our long‑term success

Our Total Rewards

Core Benefits (Effective Day One)

• 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

Financial & Long‑Term Rewards

• 401(k) with company match (Roth and Traditional options)
• Team‑based incentive opportunities and recognition programs

Time Away & Flexibility

• 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

Well‑Being & Everyday Perks

• Employee Assistance Program (EAP)
• Wellness reimbursements (e.g., gym memberships)
• Flexible “Dress for Your Day” approach

We’re happy to share more details about our benefits and total rewards during the hiring process.

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