Financial Advisor - St. Paul, MN

At Savant Wealth Management and recently acquired Prairieview Partners, we believe financial advice is more than numbers — it’s about people, relationships, and the futures we help shape. For nearly 40 years, Savant has served as a trusted fiduciary partner to individuals, families, and businesses, while Prairieview has built a proud reputation in St. Paul as a community-rooted wealth management firm. Together, we are united by a shared mission: to build one million ideal futures for our clients, our team, and the communities we serve.

We’re looking for a Financial Advisor (2–5 years of experience) who is passionate about guiding clients toward their ideal futures. Our advisors are empathetic listeners, strong relationship builders, and technical problem solvers. They care deeply about the people they serve, embody servant leadership, and thrive on making a difference both in their clients’ lives and in their communities.

What You’ll Do

Responsibilities

As a Financial Advisor, you’ll balance relationship-building with technical expertise to help clients achieve their ideal futures. Your responsibilities will include:

• Advisory Excellence: Serve as a co-advisor on client relationships, providing personalized advice and ensuring exceptional delivery of our service model (“The Savant Way”).
• Client Engagement: Take the lead on routine communications, reviews, and follow-ups to maintain and strengthen client trust.
• Comprehensive Planning: Coordinate the full financial planning process with our Planning Team — from discovery to portfolio updates, returns, new opportunities, and long-term strategy.
• Revenue Growth: Convert approximately $10,000–$75,000 in annual revenue from existing or prior client relationships, or new prospects, at Savant’s typical fee schedule.
• Business Development: Support senior advisors’ new business efforts while building your own network through referrals, community involvement, and centers of influence.
• Process Mastery: Develop fluency in Savant’s IFP Roadmap Process and Investment Philosophy so you can confidently communicate our approach to clients and prospective partners.
• Collaboration: Participate in prospect and client planning meetings, coordinate follow-up workflows, and contribute to team success by supporting colleagues when needed.
  
  

Role Details

• Location: St. Paul, MN (former Prairieview Partners office)
• Hours: Monday–Friday, 8:00am–5:00pm CT
• Compensation: Competitive base salary performance incentives
  
  

What We’re Looking For

• 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 others
  
  

Why This Role is Different

At Savant and Prairieview, you won’t just manage plans — you’ll make an impact. Our vision is to transform personal and financial dreams into goals and goals into reality. Our values — excellence, integrity, lifelong learning, respect, growth, and servant leadership — guide how we show up for our clients and for each other every day.

You’ll Be Joining a Team That

• Believes in lifelong learning and continuous growth — for our clients and ourselves.
• Values collaboration, innovation, and doing what’s right over what’s easy.
• Encourages involvement in the St. Paul community, where Prairieview has built deep, lasting relationships.
• Provides opportunities for career advancement, mentorship, and leadership development as you grow alongside the firm.
  
  

Why Join Us?

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.

• 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.
  
  

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 $72,000 - $105,000.00. Final base pay will be carefully determined based on several factors, including responsibilities, skills, relevant experience, geographic location, and market conditions. This role is also eligible for our advisory incentive program which is in addition to the base salary - typically an additional 10-20% of base salary, depending upon performance. Details of that program will be discussed at the time of interview. Additionally, this role may be eligible for other forms of compensation and benefits.

In addition to compensation. 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.
• Team Incentive Plans: Participate in our team incentive plan for additional earning opportunities.
• 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.