Financial Advisor I - Bloomington, IL

Build Your Forever Career Right Here at Home

Are you an experienced financial advisor looking for more than just another job — but a place to build a lasting career, meaningful relationships, and a legacy in your community? If you’re ready to be part of a team that values your technical expertise and rewards your drive for growth, Savant Wealth Management invites you to discover your forever home with us in Bloomington and Peoria.

For nearly 40 years, Savant has served as a trusted advisor to individuals, families, and businesses seeking clarity and confidence in their financial lives. We are a fee-only, independent fiduciary wealth management firm providing comprehensive guidance on investments, financial planning, tax and business consulting, estate planning, trust services, and family office support. At the heart of our firm is a culture of lifelong learning — one that values curiosity, continuous improvement, and empowers our team to help clients build their ideal futures.

We’re looking for experienced financial advisors who thrive on making connections, who love rolling up their sleeves to solve complex planning challenges, and who are driven to grow both new business and lasting trust. If you have the technical acumen to deliver thoughtful financial advice — and the outgoing, motivated personality to build genuine client relationships — Savant is where you can put down roots and see your impact multiply for years to come

What You’ll Do Every Day

As a Financial Advisor, you’ll step into an advisory role with real influence and opportunity to grow. Day-to-day, you’ll:

• Serve as a co-advisor for established client relationships, helping deliver our proven, comprehensive planning approach with the support of our in-house technical specialists.

• Take the lead on routine and follow-up client interactions — answering questions, anticipating needs, and coordinating updates to keep clients’ plans on track and ahead of life’s changes.

• Identify and convert new opportunities to grow the firm’s client base and your own book of business — turning your business development drive and network into meaningful results.

• Cultivate new relationships through personal prospecting, existing connections, referrals, and centers of influence — all supported by Savant’s robust resources and team environment.

• Embody “The Savant Way” by delivering profitable, high-quality service that exceeds expectations, strengthens our brand, and helps our communities thrive.

A couple things to note about our Financial Advisor position:

• Candidates must live within commutable distance to our Bloomington, IL office and have flexibility to also support and travel to our Peoria, IL office.
• All candidates can expect to work in-office.
• Typical office hours are Monday-Friday, 8:00am - 5:00pm, but due to the nature of the work, events may be after office hours, so flexibility in schedule is required
• All candidates must have their Series 65 and either have their CFP or be able to obtain it within 1 year of hire.

What You’ll Bring to the Table

To thrive as a Financial Advisor at Savant, you’ll bring:

• 2–5 years of experience in an advisory or support role, with proven success developing plans and managing trusted client relationships.

• A Bachelor’s degree (an MBA is even better!).

• Certified Financial Planner™ designation preferred — or you’re ready to earn it within your first year here.