What are the responsibilities and job description for the Associate Advisor - Vienna VA position at Savant?
Growing office. Real client exposure. A clear path forward.
Our office is growing — and we’re ready to invest in the next generation of advisors.
We’re looking for an Associate Advisor who already has some experience in financial services and is ready for the next step. Someone who’s beyond
“just getting started,” who wants more responsibility, more client exposure, and a clear path toward becoming a lead advisor over time.
If you’re actively pursuing your CFP® (or already in the program), this role is built for you.
This isn’t a back-office planning seat. It’s a development role inside a growing advisory team — where you’ll learn by doing, gradually step into client conversations, and build the technical and relational confidence that strong advisors are made of.
What this role really looks like
You’ll work closely with Lead and Co-Advisors to support clients while building your own advisory skillset. That includes:
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Supporting client onboarding and helping implement “The Savant Way” and our Ideal Futures Process
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Capturing and organizing client financial data to support comprehensive planning
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Preparing financial plans and modeling scenarios within planning software
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Participating in client meetings — taking notes, managing follow-up, and gradually increasing your speaking role
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Coordinating casework with tax, wealth transfer, and planning specialists
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Conducting research on planning and tax topics
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Completing simpler planning cases independently as your experience grows
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Developing technical knowledge of portfolio construction, rebalancing, trading, and reporting
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Beginning to address client questions around investments and planning concepts
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Building strong relationships with clients and positioning yourself for progression into an Advisor I role
Over time, this role becomes less about support and more about ownership.
A couple things to note about our Associate Advisor position:
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Location: Our Vienna, VA office. Located at 1945 Old Gallows Road in Vienna, Virginia 22182. This is a 100% in-person job and we do not support relocation for this level role.
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Hours: Monday–Friday, 8:00am–5:00pm CT
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Compensation: Competitive base salary
What You’ll Need to Be Successful
This isn’t a first job in financial services. We’re looking for someone who already has some foundation and is ready to build on it.
Required:
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Bachelor’s degree in Financial Planning, Finance, Business, Accounting, Economics, or a related field
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1–4 years of experience in financial services, banking, wealth management, or planning support
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Actively pursuing or committed to obtaining the CFP® designation
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Ability to obtain the Series 65 within 3–6 months of hire (if not already licensed
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All applicants must be within driving distance to our Vienna, VA office as this position requires in-person support. We are not open to relocation for this opportunity.
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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
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Working knowledge of financial planning concepts (retirement planning, investments, tax considerations, estate basics)
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Experience using financial planning software and/or CRM systems
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Strong organizational skills and the ability to manage multiple client priorities simultaneously
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Professional communication skills — written and verbal — with comfort speaking in client-facing settings
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High level of integrity and commitment to fiduciary standards
Preferred:
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Prior experience supporting client meetings or participating in plan presentations
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Experience in an RIA or fee-only advisory environment
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Exposure to portfolio construction, rebalancing, or performance reporting
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Progress made toward CFP® coursework or exam eligibility
What success looks like
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Clients trust you and reach out directly
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Advisors rely on you and are better prepared because of you
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Planning work is accurate, thoughtful, and proactive
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You grow from supporting meetings to contributing meaningfully in them
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You steadily increase your ownership and visibility
Why Join Us?
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. Our name, rooted in the Latin word sapere—“to be wise”—reflects our commitment to evidence-based investing and the power of decision-making based on deep knowledge. 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 clients pursue their ideal future with purpose and discipline.
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.
Our Values: Excellence, Integrity, Lifelong Learning, Respect, Growth, Servant Leadership
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 in the Vienna, VA labor market is $75,000 - $85,000 . However, final base pay will be carefully determined based on several factors, including responsibilities, skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation.
We also offer a benefits package designed to enhance both your personal and professional life. Below is an overview of our total rewards offering. The benefits available for this role can be discussed in detail during the hiring process.
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Benefit Eligibility on Day One: Enjoy immediate access to a robust benefits package starting on your first day of employment.
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Choice of Medical Plans: Select from two medical plans tailored to fit your needs.
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Health & Wellness Accounts: Opt for a Health Savings Account (HSA) or Flexible Spending Account (FSA) to manage your healthcare expenses.
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Flexible Dental Coverage: Choose between two dental plan options for optimal oral health.
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Vision Insurance: Keep your eyes healthy with our vision insurance plan.
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Company-Paid Life & AD&D Insurance: Feel secure with fully covered basic life insurance and accidental death & dismemberment benefits.
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Company-Paid Disability Coverage: Rest easy knowing you’re covered with both short-term and long-term disability plans.
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401(k) with Company Match: Invest in your future with both Roth and Traditional 401(k) plans, featuring a per pay period company match.
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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.
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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
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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.
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Employee Recognition: Enjoy monetary awards through our recognition program.
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Team Incentive Plans: Participate in our team incentive plan for additional earning opportunities.
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Employee Assistance Program: Access support through our Employee Assistance Program whenever you need it.
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Exclusive Discounts: Take advantage of various discount programs for additional savings.
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Wellness Reimbursements: Get reimbursed for gym memberships and other wellness programs to stay fit and healthy.
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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.
Salary : $75,000 - $85,000