Financial Advisor II

The Financial Advisor II is the primary manager of the client relationships and provides support to senior advisors. The position has responsibility for initiating new business, managing existing client relationships, formulating, and implementing advice, and may rely on technical specialists to develop recommendations within a given area of expertise.Duties and Responsibilities Assume co-advisor and/or lead-advisor role on existing clients, fulfilling responsibilities outlined in the Savant Core Advisory Career Path. Responsible for profitable delivery of our service models as defined in Savant Service and Segmentation Guidelines and according to the “The Savant Way”.Servicing: Provide world-class service, host meetings, optimize book of business, enhance servicing skills.Participates in and/or leads “The Discovery Interview”, the “My Ideal Future” discussions and other strategic onboarding processes.Owns and manages client relationship and client satisfaction—responsible for client retention.Serves as a liaison to Planning Team for clients.Business Development: Retain clients / Grow wallet share, earn referrals, earn badging for house=generate referrals, grown network.Participate in new client relationship development.Participate in planning meetings regarding new prospects/new clients.Coordinate follow-up workflow on new clients.Minimum production $60 - $100k in new revenue from multiple existing clients or new prospects to Savant at typical Savant fee schedule.Utilize and further develop network of referral sources and centers of influence to generate future business development opportunities.Attorneys-Current and Additional ContactsPrevious ClientsCommunity Networking Opportunities (i.e. Service Clubs)OtherLeverage Advisor AI capabilities to elevate the client experience by delivering personalized insights in meetings and utilizing data-driven recommendations to strengthen planning strategies. Use professional judgment, and incorporate AI feedback as appropriate.Maintain team approach by assisting and filling in for others.Perform other duties as requested.Core CompetenciesAbility to prepare and present basic to mid-level financial planning concepts to clients.Ability to build business development networks and acquire new clients. Client first attitude. Strong customer service skills – is passionate about meeting the needs and requirements of clients.High attention to detail and accuracy. Diligent and timely follow-through on client tasks. Ability to manage multiple tasks and deadlines and work in a fast-paced environment.Strong interpersonal skills; natural ability to build rapport with team members and clients; relates well to all kinds of people. Process oriented – consistently adheres to Savant’s internal processes.Demonstrates strong analytical and problem-solving skills.Intellectually curious; continuously develops strong knowledge of wealth management.Understanding of and adherence to our investment philosophy, code of ethics and regulatory compliance. Composure and professionalism; highly professional and mature.Excellent verbal and written communication skills.Team player. Desire to collaborate with others as part of a team.A relentless drive and ambition to improve. Possess a growth mindset. Eager to receive and accepting of feedback. Exhibits the company’s Core Values.Performance OutcomesGain the trust and confidence of team members and advisory clients, while demonstrating a desire and ambition to grow as a financial advisor professional. Clients are receiving excellent service. Client meetings are well-prepared in advance of meeting. Advisor II is actively anticipating clients’ needs and provides his or her opinion on range of client/prospect related items to lead advisor and/or client. Advisor II is highly engaged in client meetings and can effectively present financial planning and investment related items, both written and oral, to clients.Advisor II ensures client tasks are consistently completed accurately and quickly with a high sense of urgency. Advisor II is adhering to our Savant Service and Segmentation Guidelines. Advisor II is actively acquiring new, target clients (over $1M in AUM) to the firm. Advisor II completes and executes a robust business development plan and maintains strong business development relationships and referral networks.QualificationsQualificationsBachelor’s degree in finance or related field from an accredited college or university; Master’s degree preferredMinimum 5-7 years of experience in investment management, financial planning, or financial services with demonstrated ability to develop and manage plans and manage client relationships.Certified Financial Planner™ designation preferred upon hire or must be attained within two years of date of hire.Financial planning/wealth management acumen, judgment, and experienceExcellent communication and listening skills.Client-first attitude.Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook, as well as financial planning and securities balancing software.A team player, collaborative, able to work with and through others.Any combination of equivalent education and work experience will be considered.Savant Capital, LLC is an Equal Opportunity Employer