Financial Advisor - Oklahoma City, OK

Financial Advisor - Oklahoma City, OK

Oklahoma City, OK - Oklahoma City, OK 73131

Overview

Position Type Full Time Job Shift Day

Description

Financial Advisor – Oklahoma City, OK Deliver meaningful advice. Work at scale. Make 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 philosophy, code of ethics and regulatory compliance.
• Composure and professionalism; highly professional and mature.
• Excellent verbal and written communication skills.
• Team player. Desire to collaborate with others as part of a team.
• A relentless drive and ambition to improve. Possess a growth mindset. Eager to receive and accepting of feedback.
• Exhibits the company's Core Values.

Performance Outcomes

• Gain the trust and confidence of team members and advisory clients, while demonstrating a desire and ambition to grow as a financial advisor professional.
• Clients are receiving excellent service.
• Client meetings are well-prepared in advance of meeting.
• Advisor II is actively anticipating clients' needs and provides his or her opinion on range of client/prospect related items to lead advisor and/or client.
• Advisor II is highly engaged in client meetings and can effectively present financial planning and investment related items, both written and oral, to clients.
• Advisor II ensures client tasks are consistently completed accurately and quickly with a high sense of urgency.
• Advisor II is adhering to our Savant Service and Segmentation Guidelines.
• Advisor II is actively acquiring new, target clients (over $1M in AUM) to the firm.
• Advisor II completes and executes a robust business development plan and maintains strong business development relationships and referral networks.

A couple things to note about our Financial Advisor position:

• This position is based in Oklahoma City, OK and is designed to support a legacy Exencial advisory team serving clients in the local market.
• This role is expected to work primarily from the Oklahoma City office; candidates should be local to the area or open to relocation, with remote flexibility considered only in exceptional cases.
• Typical working hours align with standard business hours, with flexibility based on client meetings, team collaboration, and business development activity.
• This is a unique opportunity to join a close-knit office with strong leadership presence, experienced advisors, and cross-functional support while helping shape the next chapter of growth during an active integration period.

Qualifications

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
• Bachelor's degree in finance or related field from an accredited college or university; Master's degree preferred
• Minimum 5-7 years of experience in investment management, financial planning, or financial services with demonstrated ability to develop and manage plans and manage client relationships.
• Certified Financial Planner™ designation preferred upon hire or must be attained within two years of date of hire.
• Financial planning/wealth management acumen, judgment, and experience
• Excellent communication and listening skills.
• Client-first attitude.
• Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook, as well as financial planning and securities balancing software.
• A team player, collaborative, able to work with and through others.

The Perks

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 for this Advisor II role starts at $125,000, 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

This structure is designed to support advisors at every stage—providing income stability, meaningful upside potential, and the opportunity to build long-term wealth as part of a growing firm. Full compensation details, including incentive structures and equity participation, are discussed during the interview process. What Sets Savant Apart

• Collaborative, integrated model across advisory, tax