Lead Financial Advisor - Wellesley, MA

The Financial Advisor II will focus on the following key areas:

• Client Relationship Management: Serve as a co-advisor or lead advisor for existing clients, adhering to the responsibilities outlined in the Savant Advisory Career Path. Own and manage client relationships to ensure satisfaction, retention, and long-term trust.

• Service Delivery Excellence: Ensure the profitable delivery of service models as defined in the Savant Service and Segmentation Guidelines, while consistently upholding Savant's Core Values.

• Onboarding and Strategic Engagement: Lead and participate in critical client interactions, including "The Discovery Interview," "My Ideal Future" discussions, and other onboarding processes that establish a foundation for success.

• Collaboration with SMEs: Act as a key liaison between clients and other internal subject matter experts to ensure seamless communication and execution of strategies.

• Business Development: Contribute to new client relationship development by participating in prospecting efforts, strategic planning meetings, and follow-up workflows for onboarding new clients.

• Network Building: Develop and leverage a strong network of referral sources and centers of influence

• Team Collaboration: Maintain a team-oriented approach by assisting colleagues and providing coverage as needed to ensure exceptional service delivery.

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 provide world class service.

• We help our clients reach their ideal futures.

• Our culture is described through our corporate values of excellence, integrity, lifelong learning, respect, growth, and servant leadership. These core values truly define the “Savant Way.” We are dedicated to living these values through our relationships with clients, each other, and the communities in which we serve.

The Perks:

At Savant, we are committed to supporting our employees' well-being and growth. We offer a comprehensive range of benefits designed to enhance both your personal and professional life. Below is a list of our offerings. The specific benefits available for this role can be discussed in detail during the hiring process.

• Comprehensive Benefits Package on Day One: Enjoy immediate access to a robust benefits package starting on your first day of employment.

• Choice of Medical Plans: Select from two medical plans tailored to fit your needs.

• Health & Wellness Accounts: Opt for a Health Savings Account (HSA) or Flexible Spending Account (FSA) to manage your healthcare expenses.

• Flexible Dental Coverage: Choose between two dental plan options for optimal oral health.

• Vision Insurance: Keep your eyes healthy with our vision insurance plan.

• Company-Paid Life & AD&D Insurance: Feel secure with fully covered basic life insurance and accidental death & dismemberment benefits.

• Company-Paid Disability Coverage: Rest easy knowing you’re covered with both short-term and long-term disability plans.

• 401(k) with Company Match: Invest in your future with both Roth and Traditional 401(k) plans, featuring a per pay period company match.

• Generous Paid Time Off: Benefit from PTO that increases with your years of service, at least 11 paid holidays each year, a paid day each year for your Savantiversary, and enjoy shorter work weeks with our Summer Fridays.

• Employee Recognition: Be celebrated with monetary awards through our recognition program.

• Team Incentive Plans: Participate in our team incentive plan for additional earning opportunities.

• Employee Assistance Program: Access support through our Employee Assistance Program whenever you need it.

• Exclusive Discounts: Take advantage of various discount programs for additional savings.

• Wellness Reimbursements: Get reimbursed for gym memberships and other wellness programs to stay fit and healthy.

• Additional Perks: Get reimbursed for your warehouse club memberships and receive an allowance for Savant Swag.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required of the incumbent in this position. Any combination of equivalent education and work experience will be considered.

Savant Capital LLC, is an Equal Opportunity Employer.

All applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.

We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.