Wealth Management Client Associate Jobs in Delaware

Financial Advisor in Lewes, DE

Are you ready to build lasting relationships, deliver holistic financial guidance, and make a real impact in the lives of clients in Delaware? Savant Wealth Management is looking to add to the advisory team with the unique opportunity to work across teams in Lewes and Dover, though the primary location is Lewes. As a Financial Advisor, you’ll step into a dynamic advisory role that blends relationship management, planning, and business growth. You’ll partner as a co-advisor to service and deepen existing client relationships—backed by the strength of our firm’s technical specialists—while also shaping customized financial strategies that help clients achieve their Ideal Future. You will contribute to the growth of our practice by supporting senior advisors in new business development and cultivating your own network in the thriving Lewes and Dover communities. This role offers a unique balance: the security of a strong client base and the excitement of expanding your own. Here, you won’t just be giving advice—you’ll be building trust, advancing your career, and making a difference in one of the most vibrant coastal communities on the East Coast.

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. We are a fee-only, independent, fiduciary wealth management firm providing comprehensive guidance on investments, financial planning, tax and business consulting, estate planning, trust services, and family office support. At the heart of our firm is a culture of lifelong learning—one that values curiosity, continuous improvement, and helps our clients build their ideal futures. If you want to be part of a culture that is defined by strong values - Savant is right for you.

The Financial Advisor can expect to focus in the following areas:

• Servicing and managing existing client relationships: Serves as a co-advisor to other senior/lead advisors by formulating and implementing planning advice that is also supported by the firm's technical specialists. 

  • Document meetings and contacts, co-lead meetings, and host standalone meetings with existing clients. Take lead on routine and follow-up contact with clients

  • Coordinate comprehensive financial planning process from start-to-finish for new client updates, portfolio changes and reviews, and returns and new opportunity identification.

  • Take lead on routine and follow-up contacts with clients.

  •  Participate in new client relationship development, including management of current client contact and communications.

    • Participate in planning meetings regarding new prospects/new clients

    • Coordinate follow-up workflow on new clients

• Business Development: Focus on client retention, while growing wallet share, earning referrals, and begin to build your personal network.

  • Minimum production expectations of $15,000-60,000 in annual new client revenue from existing and/or prior client relationships or new prospects to Savant.

  • Develop new clients through personal prospecting efforts, prior client relationships and development of referral sources and centers of influence at typical Savant fee schedule.

  • Develop knowledge and familiarity with Savant’s Processes such that you can communicate and sell our services to prospective clients and centers of influence.

This Financial Advisor position typically requires the following qualifications:

• Minimum 2-5 years of experience in an advisory support role,  with demonstrated ability to develop and manage plans and manage client relationships

• Bachelor’s Degree from an accredited college or university; MBA (ideal)

• Clean U4 with no disclosures for those who are registered

• Certified Financial Planner™ certification highly preferred upon hire, or obtained within one year of date of hire

• Proficiency in Microsoft Word, Excel, PowerPoint and Outlook, as well as financial planning and securities balancing software

• Financial planning/wealth management acumen, judgment and experience

• Excellent communication and listening skills

• Client first attitude

• A team player, collaborative, able to work with and through others

Why Join Savant?

• We are a team with distinct backgrounds and diverse views.
• We believe in collaboration, innovation, excellence, doing what’s right, and helping our team to provide world class service.
• Our culture is described through our corporate values of excellence, integrity, lifelong learning, respect, growth, and servant leadership. We are dedicated to living these values through our daily interactions with each other, our clients, and our communities.
• Our Vision: Transform personal and financial dreams into goals and goals into reality.
• Our Mission: To build one million ideal futures for our clients, our team, and the communities we serve.

The Perks:

At Savant, we are committed to supporting our employees' as well as investing in their well-being and growth. We take a market-based approach to compensation. The expected base salary range for this role nationally is $80,000 - $100,000. Final base pay will be carefully determined based on several factors, including responsibilities, skills, relevant experience, geographic location, and market conditions. This role is also eligible for our advisory incentive program which is in addition to the base salary. Details of that program will be discussed at the time of interview. Additionally, this role may be eligible for other forms of compensation and benefits. 

In addition to compensation. We also offer a benefits package designed to enhance both your personal and professional life. Below is an overview of our offering and the specific benefits available for this role can be discussed in detail during the hiring process.

• Benefit Eligibility on Day One: Enjoy immediate access to a robust benefits package starting on your first day of employment.

• Choice of Medical Plans: Select from two medical plans tailored to fit your needs.

• Health & Wellness Accounts: Opt for a Health Savings Account (HSA) or Flexible Spending Account (FSA) to manage your healthcare expenses.

• Dental Coverage: Choose between two dental plan options for optimal oral health.

• Vision Insurance: Keep your eyes healthy with our vision insurance plan.

• Company-Paid Life & AD&D Insurance: Feel secure with fully covered basic life insurance and accidental death & dismemberment benefits

• Company-Paid Disability Coverage: Rest easy knowing you’re covered with both short-term and long-term disability plans.

• 401(k) with Company Match: Invest in your future with both Roth and Traditional 401(k) plans, featuring a per pay period company match

• Generous Paid Time Off: Benefit from PTO that increases with your years of service, at least 11 paid holidays each year, a paid day each year for your Savantiversary, and enjoy shorter work weeks with our Summer Hours. 

• Additional Leave and Time Off Benefits: Personal leave, parental leave, professional development paid time, and bereavement pay are just a few examples of how you will be supported with time off and other benefits during life's most critical moments.

• Dress Code: Enjoy a “Dress for Your Day” approach to your style. We offer wardrobe flexibility based on office culture, client expectations, and your daily schedule.

• Employee Recognition: Enjoy monetary awards through our recognition program.

• Team Incentive Plans: Participate in our team incentive plan for additional earning opportunities.

• Employee Assistance Program: Access support through our Employee Assistance Program whenever you need it.

• Exclusive Discounts: Take advantage of various discount programs for additional savings.

• Wellness Reimbursements: Get reimbursed for gym memberships and other wellness programs to stay fit and healthy.

• Additional Perks: Get reimbursed for your warehouse club memberships and receive an allowance for Savant Swag.

Take your career to new heights, apply today!

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.

We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required of the incumbent in this position. Any combination of equivalent education and work experience will be considered.

Savant Capital LLC, is an Equal Opportunity Employer.