Financial Advisor - Oklahoma , OK

Financial Advisor – Oklahoma City, OK

Deliver meaningful advice. Work e a real impact. Join Savant in Oklahoma City as a Financial Advisor and step into a high-impact opportunity to grow meaningful client relationships, build your book of business, and help shape the future of a well-established office during an exciting time of momentum and integration. This role is ideal for a growth-minded, client-focused advisor who thrives on combining thoughtful financial planning with business development, enjoys working alongside experienced advisors and support teams, and wants the chance to make a visible impact in a collaborative, close-knit environment.

Financial Advisor – Oklahoma City, OK
Deliver meaningful advice. Work e a real impact. Join Savant in Oklahoma City as a Financial Advisor and step into a high-impact opportunity to grow meaningful client relationships, build your book of business, and help shape the future of a well-established office during an exciting time of momentum and integration. This role is ideal for a growth-minded, client-focused advisor who thrives on combining thoughtful financial planning with business development, enjoys working alongside experienced advisors and support teams, and wants the chance to make a visible impact in a collaborative, close-knit environment.

This position supports a Oklahoma City, OK–based advisory team serving clients from a legacy firm formerly known as Exencial Wealth Advisors and requires the advisor to be local to the area or willing to relocate.

In this role, you can expect to focus in the following areas:

• 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.
    • Minimum production $60 - $100k in new revenue from multiple existing clients or new prospects to Savant at typical Savant fee schedule.
• Utilize and further develop network of referral sources and centers of influence to generate future business development opportunities.
  • Attorneys-Current and Additional Contacts
  • Previous Clients
  • Community Networking Opportunities (i.e. Service Clubs)
  • Other
• 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.
• Perform other duties as requested.

Core Competencies

• Ability to prepare and present basic to mid-level financial planning concepts to clients.
• Ability to build business development networks and acquire new clients.
• Client first attitude. Strong customer service skills – is passionate about meeting the needs and requirements of clients.
• High attention to detail and accuracy. Diligent and timely follow-through on client tasks. Ability to manage multiple tasks and deadlines and work in a fast-paced environment.
• Strong interpersonal skills; natural ability to build rapport with team members and clients; relates well to all kinds of people.
• Process oriented – consistently adheres to Savant’s internal processes.
• Demonstrates strong analytical and problem-solving skills.
• Intellectually curious; continuously develops strong knowledge of wealth management.
• Understanding of and adherence to our investment…