Financial Advisor - Westwood, MA

Financial Advisor - Westwood, MA
Deliver meaningful advice. Work at scale. Make a real impact.

Savant Financial Advisors supporting our mass-affluent client segment deliver elite financial advice to mass-affluent clients with simpler financial needs through an advisor-led, tech-enabled, streamlined service model. Our focus is clarity, speed, and real-life impact-helping clients make confident decisions without unnecessary complexity. As a Financial Advisor, you'll manage a defined book of clients, deliver high-quality advice using standardized workflows, and contribute to Savant's growth through exceptional service and thoughtful relationship development.

This position supports a Westwood, MA-based advisory team serving clients from a legacy firm formerly known as Heritage and requires the advisor to be local to the area or willing to relocate.

Deliver Elite Advice at Scale

• Own a defined "clear book" of mass-affluent clients and provide financial advice using templated, tech-enabled workflows
• Deliver consistent, high-quality guidance tailored to each client's needs
• Balance efficiency with personal connection to create an excellent client experience

Client Experience & Relationship Management

• Prepare and present planning concepts and portfolio updates clearly and concisely
• Document meetings, execute follow-ups promptly, and maintain proactive client touchpoints
• Anticipate client needs and contribute to strong client satisfaction and retention

Partner with a Centralized Support Team

• Collaborate closely with Client Service Associates and operations partners
• Coordinate reviews, updates, trading requests, and service tickets through standardized processes
• Help ensure a smooth, consistent client experience across all interactions

Growth & Business Development

• Grow wallet share and earn referrals through exceptional service
• Participate in new relationship development aligned with the mass-affluent model
• Hold referral conversations with the goal of generating new client relationships at Savant

Collaboration & Process Excellence

• Partner with teammates to continuously improve templates, playbooks, and service standards
• Support thoughtful transitions into or out of mass-affluent as client complexity changes
• Maintain continuity, trust, and professionalism during client handoffs

Technology & Innovation

• Use advisory AI tools to improve efficiency and meeting quality
• Leverage intelligent note-taking, AI-driven insights, and data tools to support better decisions

Teamwork & Professional Standards

• Communicate clearly and collaborate across the mass-affluent team
• Step in to support teammates when needed
• Uphold Savant's investment philosophy, ethical standards, and regulatory requirements

What Great Looks Like in This Role

• Clients trust you and rely on you as their advisor
• You're well-prepared for meetings and proactive in anticipating client needs
• Client tasks are completed accurately, quickly, and with a strong sense of urgency
• You understand and consistently follow Savant's client processes and best practices
• You're engaged, curious, and motivated to grow as a financial advisor

How Success Is Measured

• Client Experience: High satisfaction/NPS, accurate and timely deliverables, adherence to service standards
• Retention & Scale: Strong retention of assigned clients while managing a higher-volume, lower-complexity book efficiently
• Growth Contributions: Referrals and new revenue appropriate to the Beacon model

What We're Looking For

• 2-5 years of experience in a financial advisory or advisory support role, with demonstrated ability to manage client relationships and develop financial plans
• Bachelor's degree required; MBA preferred
• CFP® certification preferred (or willingness to obtain within two years of hire)
• Strong financial planning and wealth management acumen with sound judgment
• Proficiency with Microsoft Office (Word, Excel, PowerPoint, Outlook) and financial planning/investment tools
• Client-first mindset with excellent communication and listening skills
• Collaborative, team-oriented approach with the ability to work effectively across functions
• Comfortable working in a remote environment
• Curious, growth-minded, and aligned with Savant's Core Values

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 nationally is $75,000and this role qualifies for the Beacon Financial Advisor Incentive plan which will be discussed during the interview process. 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.

• 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.