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Csa Financial Advisors Jobs (NOW HIRING)

Savant Insights

Financial Advisors

Rockford, IL · On-site

$150K - $175K/yr

... CSA) • Associate Advisor support • In-house tax, estate, planning, and investment specialists ... financial planning acumen and client leadership skills • CFP ® certification preferred (or ...

Boutique Recruiting

Financial Advisor

Orlando, FL · On-site

A growing Orlando-based financial advisory firm is hiring a Financial Advisor to step into a pure ... Dedicated planning team, CSA support, and service advisors as your book grows * Clear path to lead ...

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How much do csa financial advisors jobs pay per year?

As of Jul 3, 2026, the average yearly pay for csa financial advisors in the United States is $102,134.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,000.00 and $131,000.00 per year, depending on experience, location, and employer.

Is a CSA job stressful?

A Customer Service Associate (CSA) financial advisor role can be stressful due to client interactions, meeting sales targets, and managing financial products. The job often requires strong communication skills, problem-solving, and the ability to handle high-pressure situations, especially during busy periods or market fluctuations.

What does a typical workday look like for a CSA Financial Advisor?

A typical day for a CSA Financial Advisor involves meeting with clients to discuss their financial goals, reviewing and updating financial plans, and researching investment opportunities. You'll spend time preparing reports, responding to client inquiries, and collaborating with team members such as analysts, relationship managers, and other advisors to develop comprehensive strategies. The role frequently combines client-facing activities with analysis and administrative duties, offering a dynamic mix throughout the week. Advisors often participate in ongoing training and networking events to stay current with industry trends and maintain certifications.

What is a CSA in financial advising?

A CSA in financial advising typically refers to a Client Service Associate, a role responsible for supporting financial advisors by managing client communications, preparing documents, and assisting with account maintenance. CSAs often need strong organizational skills and may hold certifications like the Series 7 or Series 63, depending on their responsibilities. The role usually involves working in a financial services environment and may require compliance with industry regulations.

What are the key skills and qualifications needed to thrive in the Csa Financial Advisors position, and why are they important?

To thrive as a CSA Financial Advisor, you need a solid understanding of financial products, investment strategies, and regulatory requirements, typically supported by a bachelor’s degree in finance or a related field and relevant certifications such as Series 7 or 66. Proficiency with financial planning software, CRM systems, and portfolio management tools is commonly required. Strong interpersonal skills, active listening, and the ability to build client trust set top performers apart. These abilities are crucial for providing personalized financial advice and maintaining long-term client relationships.

Can financial advisors make $500,000 a year?

Financial advisors can earn $500,000 or more annually, especially those with extensive client portfolios, high-net-worth clients, or specialized expertise. Achieving this level of income typically requires years of experience, strong sales skills, and often working in affluent markets or with high-value assets.

Is $200,000 enough to work with a financial advisor?

For a financial advisor, having $200,000 in assets or investments can be sufficient to receive personalized financial planning and investment management services, depending on the advisor's fee structure. Many advisors require a minimum investment or asset level, which can range from $50,000 to $250,000 or more, but some offer services for lower amounts or charge hourly fees. It's important to consider the advisor's fee structure, services offered, and your financial goals when determining if this amount is adequate for your needs.

What is a CSA Financial Advisors job?

A CSA (Client Service Associate) Financial Advisors job involves supporting financial advisors by managing client relationships, handling administrative tasks, and assisting with financial planning. They help with account management, documentation, and customer inquiries to ensure a smooth client experience. Additionally, they may coordinate meetings, process transactions, and maintain compliance with financial regulations. This role requires strong organizational skills, attention to detail, and financial knowledge.

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What cities are hiring for Csa Financial Advisors jobs? Cities with the most Csa Financial Advisors job openings:
What are the most commonly searched types of Csa Financial Advisors jobs? The most popular types of Csa Financial Advisors jobs are:
What states have the most Csa Financial Advisors jobs? States with the most job openings for Csa Financial Advisors jobs include:
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Csa Financial Advisors jobs near you
Infographic showing various Csa Financial Advisors job openings in the United States as of June 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $102,134 per year, or $49.1 per hour.
Financial Advisors

Financial Advisors

Savant Wealth Management

Rockford, IL

Full-time

Posted 13 days ago

Job description

Savant Wealth Management is seeking experienced Senior Financial Advisors in a variety of our markets who have demonstrated success building and expanding a book of business through disciplined business development and trusted client relationships. We are specifically seeking growth near our offices in Chicago, Atlanta, Pennsylvania, Delaware, and Washington D.C.

In a Senior Financial Advisor role at Savant, you will serve as the primary relationship owner. You'll lead planning-first conversations with high-net-worth clients and engage them around their financial vision, values, and goals. You will drive growth through both self-sourced opportunities and firm-provided leads while operating within a fully leveraged advisory model. You will be supported by a dedicated team, in-house specialists, centralized investment management, and structured transition support designed to protect and grow your client relationships. Savant also equips you with a comprehensive suite of integrated resources - including an accounting firm, law firm, expanded high-net-worth investment capabilities, and a centralized financial planning team - so you can deliver deeper, more coordinated value to your clients. 

This opportunity is designed for advisors - whether from a wirehouse, independent RIA, or solo practice - who want ownership, scale, and a long runway within a majority employee-member owned firm investing heavily in organic growth, technology, and long-term equity participation.

Your Role

Client Leadership

• Serve as primary advisor and strategic quarterback for high-net-worth individuals and families
• Lead planning-first conversations centered on vision, values, and long-term goals
• Deliver advice consistent with Savant’s Service & Segmentation Guidelines and The Savant Playbook
• Coordinate integrated advice with tax, estate, planning, and investment specialists
• Leverage Savant’s evolving technology and AI capabilities to deliver personalized, data-informed planning and client insights

Growth & Business Development

• Contribute meaningfully to firm-level organic growth targets through consistent net new revenue generation
• Generate new revenue through personal networks, referral relationships, and firm-generated leads
• Expand wallet share across investments, tax, estate, and consulting services
• Identify and activate cross-disciplinary opportunities across tax, estate, and consulting to deepen client relationships and expand enterprise value
• Execute a disciplined business development plan with measurable revenue contribution
• Partner with Savant leadership and growth teams to build and execute a 12–24 month scale plan aligned to meaningful production milestones
• Consistently attract target clients (typically $1M+ investable assets)

Built-In Leverage

At Savant, advisors operate within a fully supported team structure:

• Dedicated Client Service Associate (CSA)
• Associate Advisor support
• In-house tax, estate, planning, and investment specialists
• Centralized portfolio management
• Marketing engine and digital campaign support
• Structured onboarding transition support for breakaway advisors
• A national brand, integrated service model, and enterprise infrastructure designed to support advisors scaling beyond what a standalone practice can efficiently achieve

You focus on relationships and growth. The firm provides the infrastructure.

A Strategic Career Move — Without Starting Over

For experienced advisors, making a move is never about starting from scratch. It is about elevating your platform, protecting what you’ve built, and accelerating what comes next. Savant provides structured transition guidance, including compliance and legal coordination support, client communication planning, and operational onboarding designed to reduce friction and protect momentum. Our goal is to help you transition thoughtfully and begin operating at scale from day one. With an established national brand, integrated tax and estate capabilities, centralized investment management, and a dedicated growth infrastructure, Savant offers a platform few independent advisors could efficiently replicate on their own.

What We’re Looking For

• 5–10+ years of experience in wealth management or advisory roles
• Demonstrated success building and managing a book of business
• Strong financial planning acumen and client leadership skills
• CFP® certification preferred (or willingness to obtain within two years)
• Clean U4 (if registered)
• Entrepreneurial mindset with a long-term orientation
• Desire to build equity within a collaborative, majority employee-owned firm

Why Advisors Choose Savant

• Freedom to act as a true fiduciary
• Equity participation and long-term wealth creation
• A collaborative, non-siloed culture
• Deep technical bench across tax, estate, and investments
• Commitment to building enduring careers — not short-term production
• A growth-focused firm building enterprise value for the next generation

Compensation & Benefits

Savant takes a market-based approach to compensation, including:

  • Competitive base salary - $150-$175k

  • Growth-aligned variable incentive compensation

  • Total compensation surpassing $200,000

  • Long-term ownership and equity participation opportunities

  • Additional incentive and benefit programs

Full compensation and equity details are discussed during the interview process.

Any combination of equivalent education and work experience will be considered.

Savant Capital, LLC is an Equal Opportunity Employer

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