Financial Advisor - Lewes, DE

Financial Advisor - Lewes, DE

The Financial Advisor is an advisory role which 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. 

For more than 30 years, Savant Wealth Management has worked to provide wise counsel to individuals, families, and businesses. A fee-only, independent RIA firm, we offer investment management, financial planning, retirement planning, and family office services to financially established individuals and institutions. We also offer corporate accounting, tax preparation, payroll, and consulting. We are driven by a purpose to serve our clients with skill, passion, and integrity. Inspired by collaboration, our team craves innovation, commitment to excellence and above all, doing what is right. We are up for any challenge. If you want to be part of a culture that is defined by strong values - Savant is right for you.

The Financial Advisor can expect to focus in the following areas:

• 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

•  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.

The Financial Advisor I position typically requires the following qualifications:

• Minimum 2-5 years of experience in an advisory support role, with demonstrated ability to develop and manage plans and manage client relationships

• Bachelor’s Degree from an accredited college or university; MBA (ideal)

• Certified Financial Planner™ certification preferred upon hire or attained within one year of date of hire

• Proficiency in Microsoft Word, Excel, PowerPoint and Outlook, as well as financial planning and securities balancing software

• Financial planning/wealth management acumen, judgment and experience

• Excellent communication and listening skills

• Client first attitude

• A team player, collaborative, able to work with and through others

• All Financial Advisor applicants must have a clean U4 with no disclosures.

Why Join Us?

• We are a growing, fee-only, independent, majority employee-owned RIA.

• We believe in collaboration, innovation, excellence, doing what’s right, and helping our team to