Relationship-Driven Financial Advisor | Growth & Advisory Leader

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

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.