Financial Advisor - Westwood, MA
Deliver meaningful advice. Work at scale. Make a real impact.
Savant Financial Advisors supporting our Beacon 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 Beacon 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.
Deliver Elite Advice at Scale
- Own a defined “clear book” of Beacon 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 Beacon 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 Beacon 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 Beacon 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 Beacon 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
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Clients trust you and rely on you as their advisor
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You’re well‑prepared for meetings and proactive in anticipating client needs
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Client tasks are completed accurately, quickly, and with a strong sense of urgency
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You understand and consistently follow Savant’s client processes and best practices
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You’re engaged, curious, and motivated to grow as a financial advisor
How Success Is Measured
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Client Experience: High satisfaction/NPS, accurate and timely deliverables, adherence to service standards
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Retention & Scale: Strong retention of assigned clients while managing a higher‑volume, lower‑complexity book efficiently
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Growth Contributions: Referrals and new revenue appropriate to the Beacon model