Financial Advisor - Oklahoma City, OK

• 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.

• 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.

• 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.

• 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.