Financial Advisor II
Savant Wealth Management
- Salary
- $125k
- Experience
- 5+ yrs
- Location
- Lancaster, Pennsylvania, United States
- Job type
- Full-time
Required skills
- Microsoft Word
- Microsoft Excel
- Microsoft PowerPoint
- Microsoft Outlook
About the role
5+ years investment management or financial planning experience, bachelor’s degree required (finance preferred), CFP preferred/required within two years, clean U4, strong planning and client relationship skills, proficiency with Microsoft Office and financial planning software.
About Savant Wealth Management
Independent fiduciary firm providing comprehensive wealth management and planning.
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