Financial Advisor - Scottsdale, AZ

Financial Advisor – Scottsdale, AZ

Location:

Remote Scottsdale AZ - Scottsdale, AZ 85255. Position Type:
Full Time. Shift: Day.

Deliver meaningful advice. Work e a real impact.

This is your opportunity to step into a true advisory role — not just support one.

Savant is hiring a Financial Advisor in Scottsdale to help serve and grow an emerging market. You’ll work closely with a high‑performing lead advisor, gaining meaningful client exposure while helping deliver a high‑quality planning experience. This is an additional hire designed to expand our presence locally — meaning real opportunity to grow your impact, your skills, and your career.

If you’re ready to take ownership of client relationships, deepen your planning expertise, and start building toward becoming a lead advisor, this role is built for you.

• Co‑manage client relationships, helping deliver a high‑quality, consistent client experience
• Prepare for, participate in, and help lead client meetings
• Serve as a key point of contact for routine client needs and follow‑ups
• Coordinate financial planning workflows from start to finish in partnership with the Planning Team
• Document client interactions and ensure timely execution of all follow‑up items

• Support senior advisors with new client opportunities and prospect meetings
• Begin building your own network through referrals, COIs, and existing relationships
• Contribute to new revenue growth through client expansion and new relationships
• Learn to confidently communicate Savant’s planning and investment approach

• Collaborate across advisory, planning, and investment teams
• Leverage AI tools and technology to enhance efficiency and client insights
• Maintain strong organization, follow‑through, and adherence to Savant processes

• This is not a backfill — it’s an added role to support growth in the Scottsdale market
• You’ll partner closely with an experienced, high‑producing advisor with strong deal flow
• Local training capacity is supplemented by broader Savant advisor teams for development
• Strong opportunity to grow alongside future expansion in the market

• All Financial Advisor applicants must have a clean U4 with no disclosures
• Employment in this position will require a signed non‑compete agreement, except in states where prohibited
• 2–5 years of experience in wealth management or advisory support
• Bachelor’s degree from an accredited institution (MBA preferred)
• CFP® certification preferred or obtained within two years
• Strong client service mindset with excellent communication skills
• Ability to manage multiple priorities with strong attention to detail
• Experience with financial planning tools and Microsoft Office
• Demonstrated ability to support or manage client relationships

At Savant, we invest in our people—supporting both their well‑being and long‑term growth. We take a market‑based, growth‑oriented approach to advisor compensation designed to reward both client impact and long‑term value creation. The expected base salary range for this role is $70,000 - $100,000 with final pay determined by a number of factors including experience, skills, and location.

• A competitive base salary, aligned to experience and role scope
• Performance‑based incentives tied to growth, client retention, and overall contribution
• Equity and ownership opportunities as you grow with the firm, reinforcing our majority employee‑owned model
• Access to additional incentive programs aligned with individual and firm success

• Collaborative, integrated model across advisory, tax, and planning—no silos
• Growth‑oriented firm, offering meaningful opportunities for career development and long‑term impact
• Values‑driven culture, grounded in excellence, integrity, lifelong learning, respect, growth, and servant leadership
• Majority employee‑owned, giving our team a shared stake in our long‑term success

• Medical, dental, and vision coverage with multiple plan options
• Health Savings Account (HSA) or Flexible…