About this role
Financial Advisor - Scottsdale, AZ at Savant Capital LLC. Location: Scottsdale, Arizona, United States. Role: co-managing clients, leading meetings, supporting growth Requirements: Clean U4 required, signed non-compete, 2–5 years wealth management/advisory experience, bachelor’s degree (MBA preferred), CFP preferred/obtain within 2 years, strong client service and communication, experience with financial planning tools and Microsoft Office. Category: Finance and Accounting Seniority: Entry Level Tools: Microsoft Office Certifications: u4, cfp Commitment: Full Time Workplace: Onsite Languages: English