Financial Advisor - Westwood, MA

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Financial Advisor - Westwood, MA

Deliver meaningful advice. Work at scale. Make a real impact.

Savant Financial Advisors supporting our Beacon client segment deliver elite financial advice to mass‑affluent clients with simpler financial needs through an advisor‑led, tech‑enabled, streamlined service model. Our focus is clarity, speed, and real‑life impact—helping clients make confident decisions without unnecessary complexity. As a Beacon Financial Advisor, you’ll manage a defined book of clients, deliver high‑quality advice using standardized workflows, and contribute to Savant’s growth through exceptional service and thoughtful relationship development.


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Deliver Elite Advice at Scale


Own a defined “clear book” of Beacon clients and provide financial advice using templated, tech‑enabled workflows
Deliver consistent, high‑quality guidance tailored to each client’s needs
Balance efficiency with personal connection to create an excellent client experience


Client Experience & Relationship Management


Prepare and present planning concepts and portfolio updates clearly and concisely
Document meetings, execute follow‑ups promptly, and maintain proactive client touchpoints
Anticipate client needs and contribute to strong client satisfaction and retention


Partner with a Centralized Support Team


Collaborate closely with Beacon Client Service Associates and operations partners
Coordinate reviews, updates, trading requests, and service tickets through standardized processes
Help ensure a smooth, consistent client experience across all interactions


Growth & Business Development


Grow wallet share and earn referrals through exceptional service
Participate in new relationship development aligned with the Beacon model
Hold referral conversations with the goal of generating new client relationships at Savant


Collaboration & Process Excellence


Partner with teammates to continuously improve templates, playbooks, and service standards
Support thoughtful transitions into or out of Beacon as client complexity changes
Maintain continuity, trust, and professionalism during client handoffs


Technology & Innovation


Use advisory AI tools to improve efficiency and meeting quality
Leverage intelligent note‑taking, AI‑driven insights, and data tools to support better decisions


Teamwork & Professional Standards


Communicate clearly and collaborate across the Beacon team
Step in to support teammates when needed
Uphold Savant’s investment philosophy, ethical standards, and regulatory requirements



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What Great Looks Like in This Role



Clients trust you and rely on you as their advisor


You’re well‑prepared for meetings and proactive in anticipating client needs


Client tasks are completed accurately, quickly, and with a strong sense of urgency


You understand and consistently follow Savant’s client processes and best practices


You’re engaged, curious, and motivated to grow as a financial advisor



How Success Is Measured



Client Experience: High satisfaction/NPS, accurate and timely deliverables, adherence to service standards


Retention & Scale: Strong retention of assigned clients while managing a higher‑volume, lower‑complexity book efficiently


Growth Contributions: Referrals and new revenue appropriate to the Beacon model



Apply Now