Financial Advisor - Scottsdale, AZ

Financial Advisor – Scottsdale, AZ

Deliver meaningful advice. Work at scale. Make a real impact.

This is your opportunity to step into a true advisory role — not just support one.

Savant is hiring a Financial Advisor in Scottsdale to help serve and grow an emerging market. You’ll work closely with a high-performing lead advisor, gaining meaningful client exposure while helping deliver a high-quality planning experience. This is an additional hire designed to expand our presence locally — meaning real opportunity to grow your impact, your skills, and your career.

If you’re ready to take ownership of client relationships, deepen your planning expertise, and start building toward becoming a lead advisor, this role is built for you.

In this role, you can expect to focus in the following areas:

Client Service & Advisory Support

Co-manage client relationships, helping deliver a high-quality, consistent client experience
Prepare for, participate in, and help lead client meetings
Serve as a key point of contact for routine client needs and follow-ups
Coordinate financial planning workflows from start to finish in partnership with Planning Team
Document client interactions and ensure timely execution of all follow-up items

Business Development

Support senior advisors with new client opportunities and prospect meetings
Begin building your own network through referrals, COIs, and existing relationships
Contribute to new revenue growth through client expansion and new relationships
Learn to confidently communicate Savant’s planning and investment approach

Team & Process Execution

Collaborate across advisory, planning, and investment teams
Leverage AI tools and technology to enhance efficiency and client insights
Maintain strong organization, follow-through, and adherence to Savant processes

A couple things to note about the position:

This is not a backfill — it’s an added role to support growth in the Scottsdale market
You’ll partner closely with an experienced, high-producing advisor with strong deal flow
Local training capacity is supplemented by broader Savant advisor teams for development
Strong opportunity to grow alongside future expansion in the market