Senior Financial Advisor — Client Relationships & Growth

SAVANT; Lancaster (Lancaster County); Hybrid; USD 113,000 - 138,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

401(k) match

Life insurance

Paid holidays

Equity opportunities

Hybrid schedule

Job summary

Savant Wealth Management in Lancaster, PA seeks a Financial Advisor to lead client relationships, deliver proactive planning, and support advisor succession in a community‑focused office. You will build trust with clients, manage complex financial plans, and collaborate with planning, tax, and client service teams.

You will also participate in business development, cultivate referrals, and use modern advisor tools to strengthen recommendations and the client experience in a hybrid work model

Qualifications

• Bachelor’s degree in finance or related field; Master’s preferred.
• 5–7 years of experience in investment management, financial planning, or financial services.
• CFP designation preferred upon hire or to be obtained within two years of hire.
• Strong financial planning and wealth management acumen with clear communication.
• Experience leading advisory relationships and managing complex planning needs.

Responsibilities

• Lead or co‑advisor for existing client relationships and ensure a smooth transition and strong ongoing client experience.
• Manage and deepen client relationships with proactive service and prepared client meetings.
• Support succession and capacity needs by absorbing relationships and building trust with clients.
• Partner with planning, investment, tax, client service, and other teams to deliver an integrated client experience.
• Participate in business development by building referral networks and identifying growth opportunities.
• Use advisor tools and technology to strengthen recommendations and enhance the client experience.

Skills

Relationship management

Financial planning

Communication skills

Attention to detail

Business development

Education

Bachelor's degree in finance or related field

Master’s degree preferred

Tools

Microsoft Word

Excel

PowerPoint

Outlook

Financial planning software

Job description

Savant Wealth Management in Lancaster, PA seeks a Financial Advisor to lead client relationships, deliver proactive planning, and support advisor succession in a community‑focused office. You will build trust with clients, manage complex financial plans, and collaborate with planning, tax, and client service teams.

You will also participate in business development, cultivate referrals, and use modern advisor tools to strengthen recommendations and the client experience in a hybrid work model