Wealth Transfer Advisor
Savant Wealth ManagementMassachusetts, United States
Posted March 13, 2026
175000 - 190000
Full Time
About the Company
Savant Wealth Management is a registered investment advisory firm based in Rockford, Illinois, offering a full suite of wealth‑management services including investment management, financial planning, retirement and qualified retirement planning, trust and estate services, tax and consulting, philanthropic planning, cash flow management, and family wealth transfer. Their mission is to help clients achieve their ideal future—whether that involves starting or selling a business, traveling the world, or enjoying a comfortable retirement—by providing unbiased, client‑centric advice. Savant distinguishes itself through a continuous process refinement that tailors solutions to each client’s evolving needs, and a long‑term partnership model that supports families throughout their financial journeys. The firm’s holistic approach integrates investment strategy with estate, tax, and philanthropic planning, ensuring a comprehensive roadmap to wealth preservation and growth.
Job Description
Savant is seeking a highly experienced Wealth Transfer Advisor in Westwood, MA to help clients navigate complex estate planning decisions and align their wealth transfer strategies with their long-term financial goals.
Requirements
- Juris Doctor (JD) from an accredited law school
- Bachelor's degree in Finance, Accounting, Business Administration, or a related field
- CFP® designation or progress toward certification is preferred
- 7–10+ years of experience in estate planning, estate and trust administration, or comprehensive financial planning
- Strong knowledge of estate and gift tax planning, fiduciary income taxation, and wealth transfer strategies
- Understanding of corporate law concepts, financial industry regulations, and compliance considerations related to estate planning
- Proficiency in Microsoft Office (Word, Excel, Outlook) and familiarity with financial planning or estate modeling software
Benefits
- Choice of Medical Plans
- Health & Wellness Accounts
- Flexible Dental Coverage
- Vision Insurance
- Company-Paid Life & AD&D Insurance
- Company-Paid Disability Coverage
- 401(k) with Company Match
- Generous Paid Time Off
- Additional Leave and Time Off Benefits
- Dress Code
- Employee Recognition
- Team Incentive Plans
- Employee Assistance Program
- Exclusive Discounts
- Wellness Reimbursements
- Additional Perks
