Growth-Focused Financial Advisor — Hybrid (Thousand Oaks)

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 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