Associate Advisor - Lancaster, PA

Launch your advisory career with Savant by learning deeply, growing intentionally, and serving clients meaningfully. This role is designed for early-career financial planners who want to become great advisors.

Requirements

• Bachelor's degree in financial planning, finance, business, accounting, economics, or a related field
• New graduates through early-career professionals welcome
• Commitment to pursuing the CFP® designation
• Ability to obtain the Series 65 license within 3–6 months of hire

Benefits

• Medical plans
• Health Savings Account (HSA) or Flexible Spending Account (FSA)
• Dental plan
• Vision insurance
• Company-paid life and accidental death & dismemberment insurance
• Company-paid disability coverage
• 401(k) with company match
• Paid Time Off (PTO)
• 11 paid holidays each year
• Paid day for Savantiversary
• Summer Hours with shorter work weeks
• Additional leave and time off benefits
• Dress code flexibility
• Employee recognition program
• Team incentive plans
• Employee Assistance Program
• Exclusive discounts
• Wellness reimbursements
• Warehouse club membership reimbursement
• Savant Swag allowance