Senior Financial Advisor - Lincolnshire, IL at Savant Wealth Management

Lincolnshire, Illinois, United States -

Full Time

Start Date

Immediate

Expiry Date

30 Dec, 25

Salary

175000.0

Posted On

01 Oct, 25

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial Planning, Client Relationship Management, Communication Skills, Team Collaboration, Investment Management, Business Development, Financial Acumen, Microsoft Office, Client Retention, Networking, AI Utilization, Problem Solving, Client Satisfaction, Strategic Planning, Holistic Advice, Servicing Skills

Industry

Financial Services

Description

Job Details Job Location: Lincolnshire IL - Lincolnshire, IL Position Type: Full Time Salary Range: $125000.00 - $175000.00 Base+Commission/year Job Shift: Day Description Are you a seasoned financial professional looking to make a bigger impact? At Savant Wealth Management, we’re seeking an experienced Financial Advisor to join our growing Lincolnshire team. In this role, you’ll serve as the primary manager of client relationships, delivering holistic advice, guiding clients through important financial decisions, and ensuring they feel confident about their future. You’ll also partner closely with senior advisors, while having the autonomy to manage relationships, initiate new business, and drive results. At Savant, you’ll join a collaborative team with a shared mission: to help clients pursue their ideal futures and to improve one million lives. For nearly 40 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 offer the resources of a national firm with the culture and personal touch of a close-knit team. 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. Duties and Responsibilities Assume co-advisor and/or lead-advisor role on existing clients, fulfilling responsibilities outlined in the Savant Core Advisory Career Path. Responsible for profitable delivery of our service models as defined in Savant Service and Segmentation Guidelines and according to the “The Savant Way”. Servicing: Provide world-class service, host meetings, optimize book of business, enhance servicing skills. Participates in and/or leads “The Discovery Interview”, the “My Ideal Future” discussions and other strategic onboarding processes. Owns and manages client relationship and client satisfaction—responsible for client retention. Serves as a liaison to Planning Team for clients. Business Development: Retain clients / Grow wallet share, earn referrals, earn badging for house=generate referrals, grown network. Participate in new client relationship development. Participate in planning meetings regarding new prospects/new clients. Coordinate follow-up workflow on new clients. Utilize and further develop network of referral sources and centers of influence to generate future business development opportunities. Leverage Advisor AI capabilities to elevate the client experience by delivering personalized insights in meetings and utilizing data-driven recommendations to strengthen planning strategies. Use professional judgment, and incorporate AI feedback as appropriate. Maintain team approach by assisting and filling in for others. Qualifications This Financial Advisor role typically requires the following: Bachelor’s degree in finance or related field from an accredited college or university; Master’s degree preferred Minimum of 5 years of experience in financial planning or financial services Demonstrated ability to develop and manage financial plans and manage client relationships. Certified Financial Planner™ designation highly preferred upon hire or must be attained within two years of date of hire. A clean U4 with no disclosures Financial planning/wealth management acumen, judgment, and experience Excellent communication and listening skills. Client-first attitude. Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook, as well as financial planning and securities balancing software. A team player, collaborative, able to work with and through others. Why Join Us? We are a team with distinct backgrounds and diverse views. We believe in collaboration, innovation, excellence, doing what’s right, and helping our team to provide world class service. Our culture is described through our corporate values of excellence, integrity, lifelong learning, respect, growth, and servant leadership. We are dedicated to living these values through our daily interactions with each other, our clients, and our communities. Our Vision: Transform personal and financial dreams into goals and goals into reality. Our Mission: To build one million ideal futures for our clients, our team, and the communities we serve. The Perks: At Savant, we are committed to supporting our employees as well as investing in their well-being and growth. We take a market-based approach to compensation. The expected base salary range for this role nationally is $100,000-125,000. However, final base pay will be carefully determined based on several factors, including responsibilities, skills, relevant experience, geographic location, and market conditions. Additionally, this role is eligible for the Advisory Incentive program which will be discussed in detail at the time of interview. Expected total annual compensation within the first 18 months is $125,000-175,000 depending upon performance. We also offer a benefits package designed to enhance both your personal and professional life. Below is an overview of our offering and the specific benefits available for this role can be discussed in detail during the hiring process. Benefit Eligibility 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 Hours. Additional Leave and Time Off Benefits: Personal leave, parental leave, professional development paid time, and bereavement pay are just a few examples of how you will be supported with time off and other benefits during life's most critical moments. Dress Code: Enjoy a “Dress for Your Day” approach to your style. We offer wardrobe flexibility based on office culture, client expectations, and your daily schedule. Employee Recognition: Enjoy monetary awards through our recognition program. 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. Take your career to new heights, apply today! 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. 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.

Responsibilities

The Senior Financial Advisor will manage client relationships, providing holistic financial advice and ensuring client satisfaction. The role also involves business development and collaboration with senior advisors to drive results.