Associate Advisor - Lancaster, PA

Job DetailsJob Location: Lancaster PA - Lancaster, PA 17601Position Type: Full TimeJob Shift: Day
Launch your advisory career the right way. Learn deeply. Grow intentionally. Serve clients meaningfully.

 

If you’re early in your financial planning career and serious about becoming a great advisor—not just checking boxes—this role was built for you.

At Savant, we don’t rush people into client-facing responsibility before they’re ready. We invest in your development, surround you with experienced advisors, and give you the training, exposure, and support to build a career—not just land a first job.

 

As an Associate Advisor, you’ll be embedded with an advisory team, learning our planning philosophy from the inside out while steadily growing your technical skills, confidence, and client presence. This is the foundation role for future Advisors at Savant.

 

Why This Role Matters

 

This isn’t a back-office position—and it’s not a sink-or-swim advisor role either. You’ll:

 



Learn how great advice is built, delivered, and followed through


Work directly with Advisors, clients, and internal specialists


Develop real planning skills while pursuing your CFP®


Gradually earn your seat—and your voice—at the client table



 

If your goal is to become a trusted financial advisor with strong technical depth and exceptional client instincts, this role sets you up to do exactly that.

 

What You’ll Be Doing

 

You’ll support Advisors while actively building your own expertise across planning, investments, and client service:

 



Master The Savant Way and our Ideal Futures planning process


Support client onboarding and ongoing relationship management


Capture, organize, and audit client data and net worth statements


Prepare and update financial plans using planning software


Participate in client meetings—handling prep, notes, and follow-up


Coordinate with tax, planning, and wealth transfer specialists


Complete self-performed planning projects and simpler cases independently


Support more complex planning work alongside our Wealth Strategy team


Research planning and tax topics for Advisors and clients


Gradually take on speaking roles in client meetings as your confidence grows


Build strong relationships with Advisors and clients as you prepare for promotion


Complete Savant’s Advisor Training Program across planning, tax, and wealth transfer


Develop technical knowledge of portfolio management, trading, and reporting


Build curiosity and confidence around investments and market dynamics



 

Role Details


Location: This position is based in our Lancaster, PA office at 1869 Charter Lane. This is a 100% in-person job and we do not support relocation for this level role.

Hours: Monday–Friday, 8:00am–5:00pm 


Compensation: Competitive base salary



 

What Success Looks Like

 

In this role, success means:



Advisors trust you and rely on your preparation and follow-through


Clients receive exceptional service and feel confident working with you


Meetings run smoothly because you’ve anticipated what’s needed


Tasks are completed accurately, quickly, and with urgency


You actively contribute ideas, insights, and opinions—not just execution


You grow into presenting planning and investment concepts clearly and professionally



 

Who You Are

 

You’ll thrive here if you’re someone who brings both drive and humility:



Client-first mindset with strong service instincts


Highly detail-oriented with excellent follow-through


Comfortable managing multiple priorities in a fast-paced environment


Naturally collaborative and easy to work with


Process-oriented and committed to doing things the right way


Curious, analytical, and eager to deepen your planning knowledge


Professional, composed, and confident without ego


Clear, thoughtful communicator—written and verbal


Hungry to learn, open to feedback, and motivated to grow


Aligned with Savant’s values and long-term vision




 
Qualifications

What You Bring

 



Bachelor’s degree in financial planning, finance, business, accounting, economics, or a related field


New graduates through early-career professionals welcome


Commitment to pursuing the CFP® designation


Ability to obtain the Series 65 license within 3–6 months of hire


Interest in building a long-term career in wealth management



 

The Big Picture

 

This role is designed to grow into Advisor I and beyond. We’re not looking for someone who wants to stay an Associate forever—we’re looking for someone who wants to become exceptional.

 

If you’re ready to put in the work, learn from experienced professionals, and bu