Financial Advisor

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Financial Advisor in Lewes, DE

Are you ready to build lasting relationships, deliver holistic financial guidance, and make a real impact in the lives of clients in Delaware? Savant Wealth Management is looking to add to the advisory team with the unique opportunity to work across teams in Lewes and Dover, though the primary location is Lewes. As a Financial Advisor, you’ll step into a dynamic advisory role that blends relationship management, planning, and business growth.

You’ll partner as a co-advisor to service and deepen existing client relationships—backed by the strength of our firm’s technical specialists—while also shaping customized financial strategies that help clients achieve their Ideal Future. You will contribute to the growth of our practice by supporting senior advisors in new business development and cultivating your own network in the thriving Lewes and Dover communities.

This role offers a unique balance: the security of a strong client base and the excitement of expanding your own. Here, you won’t just be giving advice—you’ll be building trust, advancing your career, and making a difference in one of the most vibrant coastal communities on the East Coast.

For nearly 40 years, Savant Wealth Management has served as a trusted advisor to established 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 helps our clients build their ideal futures.

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:

• Servicing and managing existing client relationships:
  Serves as a co-advisor to other senior/lead advisors by formulating and implementing planning advice that is also supported by the firm's technical specialists.
• Document meetings and contacts, co-lead meetings, and host standalone meetings with existing clients. Take lead on routine and follow-up contact with clients
• Coordinate comprehensive financial planning process from start-to-finish for new client updates, portfolio changes and reviews, and returns and new opportunity identification.
• Take lead on routine and follow-up contacts with clients.
• 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

Business Development: Focus on client retention, while growing wallet share, earning referrals, and begin to build your personal network.

• Minimum production expectations of $15, in annual new client revenue from existing and/or prior client relationships or new prospects to Savant.
• 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 Processes such that you can communicate and sell our services to prospective clients and centers of influence.

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)
• Clean U4 with no disclosures for those who are registered
• Certified Financial Planner certification highly preferred upon hire, or obtained 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…