Growth-Focused Financial Advisor | Hybrid + Equity

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

Benefits offered by this job

Medical, dental, and vision coverage

HSA or FSA

Company-paid life insurance, AD&D, and

401(k) with company match

Generous paid time off

Job summary

Savant Wealth Management in Thousand Oaks, CA is seeking a Financial Advisor to deepen planning knowledge and actively participate in client meetings. You’ll work with experienced advisors and planning specialists to support client service and relationship management.

The role focuses on co-advising, preparing for meetings, and progressively presenting recommendations, while developing business development skills within a collaborative, growth‑minded team.

Qualifications

• Bachelor's degree from an accredited college or university
• MBA preferred upon hire or within two years
• Series 65 license expected if not already completed
• Certified Financial Planner certification preferred upon hire or attained within two years of date of hire
• U4 clean with no disclosures

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 and full financial plans
• Coordinating the comprehensive financial planning process with Savants Planning Team, including onboarding, updates, portfolio reviews, and planning opportunities
• Supporting new client relationship development through prospect preparation, follow-up, referral source development, and 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 for meeting insights and informed decision-making

Skills

Advisory support

Paraplanning

Wealth management

Client relationship management

Strong communication

Education

Bachelor's degree

MBA preferred

Tools

Microsoft Word

Excel

PowerPoint

Outlook

Financial planning software

Portfolio software

Job description

Savant Wealth Management in Thousand Oaks, CA is seeking a Financial Advisor to deepen planning knowledge and actively participate in client meetings. You’ll work with experienced advisors and planning specialists to support client service and relationship management.

The role focuses on co-advising, preparing for meetings, and progressively presenting recommendations, while developing business development skills within a collaborative, growth‑minded team.