Associate Advisor - Vienna VA

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.

• Supporting client onboarding and helping implement "The Savant Way" and our Ideal Futures Process
• Capturing and organizing client financial data to support comprehensive planning
• Preparing financial plans and modeling scenarios within planning software
• Participating in client meetings — taking notes, managing follow‑up, and gradually increasing your speaking role
• Coordinating casework with tax, wealth transfer, and planning specialists
• Conducting research on planning and tax topics
• Completing simpler planning cases independently as your experience grows
• Developing technical knowledge of portfolio construction, rebalancing, trading, and reporting
• Beginning to address client questions around investments and planning concepts
• Building strong relationships with clients and positioning yourself for progression into an Advisor I role

• 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.
• Hours:
  
  Monday–Friday, 8:00am–5:00pm CT
• 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.

• Bachelor’s degree in Financial Planning, Finance, Business, Accounting, Economics, or a related field
• 1–4 years of experience in financial services, banking, wealth management, or planning support
• Actively pursuing or committed to obtaining the CFP® designation
• Ability to obtain the Series 65 within 3–6 months of hire (if not already licensed)
• 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.
• 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.
• Working knowledge of financial planning concepts (retirement planning, investments, tax considerations, estate basics)
• Experience using financial planning software and/or CRM systems
• Strong organizational skills and the ability to manage multiple client priorities simultaneously
• Professional communication skills — written and verbal — with comfort speaking in client‑facing settings
• High level of integrity and commitment to fiduciary standards

• Prior experience supporting client meetings or participating in plan presentations
• Experience in an RIA or fee‑only advisory environment
• Exposure to portfolio construction, rebalancing, or performance reporting
• Progress made toward CFP® coursework or exam eligibility

• Clients trust you and reach out directly
• Advisors rely on you and are better prepared because of you
• Planning work is accurate, thoughtful, and proactive
• You grow from supporting meetings to contributing meaningfully in them
• You steadily increase your ownership and visibility

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…