Relationship-Driven Financial Advisor | Hybrid + Equity

Savant Wealth Management; Indianapolis (IN); Hybrid; USD 113,000 - 138,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

HSA or FSA

Company-paid life insurance, AD&D, and

Disability coverage

401(k) with company match

Generous paid time off and holidays

Employee assistance program

Job summary

Savant Wealth Management seeks a Financial Advisor in Indianapolis to manage client relationships, lead advisory conversations, and coordinate with in-house tax and planning specialists. You will develop your own book via referrals while collaborating with a team of experts.

This client-facing role includes local travel, a hybrid schedule, and in-office presence for relationship-building with clients and colleagues. A CFA/CFP path is preferred, with a guaranteed emphasis on integrity and growth.

Qualifications

• Bachelor's degree in finance or a related field from an accredited college or university; master's degree preferred.
• Certified Financial Planner designation preferred upon hire or attained within two years of your date of hire.
• Financial planning and wealth management acumen, judgment, and experience in presenting planning concepts to clients.
• Excellent verbal and written communication and listening skills with a client-first attitude.

Responsibilities

• Serve as co-advisor or lead advisor on existing client relationships and manage the Savant Core Advisory Career Path.
• Deliver service models profitably and consistently per Savant guidelines and The Savant Way.
• Host and lead client meetings, optimize your book of business, and sharpen advisory skills.
• Lead or participate in onboarding processes like Discovery Interview and My Ideal Future discussions.
• Own client satisfaction and retention and act as liaison to our Planning Team.
• Generate a minimum of $60,000 to $100,000 in new revenue on new client relationships.
• Build and maintain a referral network and centers of influence, including attorneys and community partners.
• Utilize Advisor AI capabilities to provide data-driven insights while applying professional judgment.

Skills

Client relationship management

Communication skills

Analytical thinking

Attention to detail

Microsoft Office proficiency

Education

Bachelor's degree in finance or related field

Master's degree preferred

Certified Financial Planner designation preferred

Tools

Microsoft Word

Excel

PowerPoint

Outlook

Job description

Savant Wealth Management seeks a Financial Advisor in Indianapolis to manage client relationships, lead advisory conversations, and coordinate with in-house tax and planning specialists. You will develop your own book via referrals while collaborating with a team of experts.

This client-facing role includes local travel, a hybrid schedule, and in-office presence for relationship-building with clients and colleagues. A CFA/CFP path is preferred, with a guaranteed emphasis on integrity and growth.