Financial Advisor

The Financial Advisor is responsible for servicing and managing existing client relationships as a co-advisor, formulating and implementing planning advice and supported by the firm’s technical specialists. They are also responsible for supporting the new business development efforts of senior advisors and developing their own new business development network. 

Duties and Responsibilities

• Responsible for profitable delivery of our service models as defined in Savant Service and Segmentation Guidelines and according to the “The Savant Way”
• Assume co-advisory/service relationships with a number of existing clients.
  • Take lead on routine and follow-up contact with clients
  • Coordinate comprehensive financial planning process along with Planning Team from start-to-finish for new client updates, portfolio changes and reviews, and returns and new opportunity identification
• Convert $10-75k in annual revenue from multiple existing and/or prior client relationships, or new prospects to Savant, at typical Savant fee schedule
•  Participate in new client relationship development, including management of current client contact and communications.
  • Participate in planning meetings regarding new prospects/new clients
  • Coordinate follow-up workflow on new clients
• Develop new clients through personal prospecting efforts, prior client relationships and development of referral sources and centers of influence at typical Savant fee schedule.
• Develop knowledge and familiarity with Savant’s IFP Roadmap Process and Investment Processes such that you can communicate and sell our services to prospective clients and centers of influence.
• Maintain team approach by assisting and filling in for others.