What are the responsibilities and job description for the Financial Advisor - Scottsdale, AZ position at Savant Wealth Management?
Financial Advisor – Scottsdale, AZ
Deliver meaningful advice. Work at scale. Make 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.
In this role, you can expect to focus in the following areas:
Client Service & Advisory Support
The Financial Advisor position typically requires the following qualifications:
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.
Our Advisor Compensation Model Includes
What Sets Savant Apart
Core Benefits (Effective Day One)
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
Deliver meaningful advice. Work at scale. Make 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.
In this role, you can expect to focus in the following areas:
Client Service & Advisory Support
- 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 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
The Financial Advisor position typically requires the following qualifications:
- 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.
Our Advisor Compensation Model Includes
- 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
What Sets Savant Apart
- 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
Core Benefits (Effective Day One)
- Medical, dental, and vision coverage with multiple plan options
- Health Savings Account (HSA) or Flexible Spending Account (FSA)
- Company-paid life insurance, AD&D, and disability coverage
- 401(k) with company match (Roth and Traditional options)
- Team-based incentive opportunities and recognition programs
- Generous paid time off, plus at least 10 paid holidays
- Annual “Savantiversary” day
- Summer Hours (shorter work weeks during the summer)
- Parental leave, personal leave, and other life-event support
- Employee Assistance Program (EAP)
- Wellness reimbursements (e.g., gym memberships)
- Flexible “Dress for Your Day” approach
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
Salary : $70,000 - $100,000