Savant Wealth Management Jobs Hiring Now
Savant Wealth Management is hiring for 6 open roles on Migrate Mate as of July 15, 2026, concentrated in business development and corporate training, with listed salaries up to about $135,000. Migrate Mate updates Savant Wealth Management's live openings daily. Savant Wealth Management is a fee-only registered investment advisory firm offering wealth management, financial planning, and tax and consulting services to individuals, families, and institutions.
Find Savant Wealth Management JobsOverview
Savant Wealth Management hiring data on Migrate Mate, as of July 15, 2026.
- Open jobs
- 6
- Top team
- Business Development
- Seniority
- Across all levels
- Work type
- 0% remote or hybrid
- Top location
- Chicago
- Salary range
- $56,000–$135,000
Listed salaries for Savant Wealth Management roles on Migrate Mate range from about $56,000 to $135,000 per year across 6 open roles, as of July 15, 2026. One role lists an hourly contract rate.
Open Roles at Savant Wealth Management
Showing 6 of 6+ Savant Wealth Management jobs
- Clients may include individuals, households, or external advisors utilizing our Turnkey Asset Management Program (TAMP) services.
- Provides first line of contact with clients and prospects with a professional approach.
- Troubleshoots problems, schedules, and organizes meetings, serves as a liaison between Advisors and Clients as needed.
- Meets routine client needs in a timely manner and understands Savant’s unique philosophies.
- Manages client information—prepares client reports, submits and follows up on necessary paperwork, regularly updates Salesforce.
- Utilizes technology to perform a variety of tasks including populating and maintaining Salesforce information regarding clients and documents all client interactions.
- Supports account opening process with Savant for all prospects and clients in a seamless way.
- Knowledgeable of various custodial relationships and able to navigate complexities in a simple way working with clients.
- Facilitate completion of all client applications and transfer documents.
- Proofreads reports, documentation, and electronic data for errors.
- Assembles materials for client meetings.
- Utilizes Salesforce to complete both client and internal requests.
- Professionally answers and directs incoming telephone calls.
- Professionally greets and assists office visitors while maintaining office, lobby, and conference room cleanliness.
- Assists in coordinating RSVPs, planning, and set-up for events in area.
- Prepares for upcoming meetings including preparing reports and confirming next-day appointments.
- Serves as back up to others within Client Services as needed.
- Maintains team approach by assisting and filling in for others as requested.
- This position is an in-person position based out of our office in Old Lyme, Connecticut.
- The schedule for this role is Monday - Friday 8:00am - 5:00pm.
- Bachelor’s or Associate’s Degree from accredited college or university preferred
- Minimum 2+ years of proven success in a client services/administrative support function in the field of financial services, banking, or insurance
- Collaborative, integrated model across advisory, tax, and planning—no silos
- Growth-oriented firm, offering meaningful opportunities for career development and long-term impact
- Values-driven culture, grounded in excellence, integrity, lifelong learning, respect, growth, and servant leadership
- Majority employee-owned, giving our team a shared stake in our long-term success
- Medical, dental, and vision coverage with multiple plan options
- Health Savings Account (HSA) or Flexible Spending Account (FSA)
- Company-paid life insurance, AD&D, and disability coverage
- 401(k) with company match (Roth and Traditional options)
- Team-based incentive opportunities and recognition programs
- Generous paid time off, plus at least 10 paid holidays
- Annual “Savantiversary” day
- Summer Hours (shorter work weeks during the summer)
- Parental leave, personal leave, and other life-event support
- Employee Assistance Program (EAP)
- Wellness reimbursements (e.g., gym memberships)
- Flexible “Dress for Your Day” approach
- Clients may include individuals, households, or external advisors utilizing our Turnkey Asset Management Program (TAMP) services.
- Provides first line of contact with clients and prospects with a professional approach.
- Troubleshoots problems, schedules, and organizes meetings, serves as a liaison between Advisors and Clients as needed.
- Meets routine client needs in a timely manner and understands Savant’s unique philosophies.
- Manages client information—prepares client reports, submits and follows up on necessary paperwork, regularly updates Salesforce.
- Utilizes technology to perform a variety of tasks including populating and maintaining Salesforce information regarding clients and documents all client interactions.
- Supports account opening process with Savant for all prospects and clients in a seamless way.
- Knowledgeable of various custodial relationships and able to navigate complexities in a simple way working with clients.
- Facilitate completion of all client applications and transfer documents.
- Proofreads reports, documentation, and electronic data for errors.
- Assembles materials for client meetings.
- Utilizes Salesforce to complete both client and internal requests.
- Professionally answers and directs incoming telephone calls.
- Professionally greets and assists office visitors while maintaining office, lobby, and conference room cleanliness.
- Assists in coordinating RSVPs, planning, and set-up for events in area.
- Prepares for upcoming meetings including preparing reports and confirming next-day appointments.
- Serves as back up to others within Client Services as needed.
- Maintains team approach by assisting and filling in for others as requested.
- This position is an in-person position based out of our office in Old Lyme, Connecticut.
- The schedule for this role is Monday - Friday 8:00am - 5:00pm.
- Bachelor’s or Associate’s Degree from accredited college or university preferred
- Minimum 2+ years of proven success in a client services/administrative support function in the field of financial services, banking, or insurance
- Collaborative, integrated model across advisory, tax, and planning—no silos
- Growth-oriented firm, offering meaningful opportunities for career development and long-term impact
- Values-driven culture, grounded in excellence, integrity, lifelong learning, respect, growth, and servant leadership
- Majority employee-owned, giving our team a shared stake in our long-term success
- Medical, dental, and vision coverage with multiple plan options
- Health Savings Account (HSA) or Flexible Spending Account (FSA)
- Company-paid life insurance, AD&D, and disability coverage
- 401(k) with company match (Roth and Traditional options)
- Team-based incentive opportunities and recognition programs
- Generous paid time off, plus at least 10 paid holidays
- Annual “Savantiversary” day
- Summer Hours (shorter work weeks during the summer)
- Parental leave, personal leave, and other life-event support
- Employee Assistance Program (EAP)
- Wellness reimbursements (e.g., gym memberships)
- Flexible “Dress for Your Day” approach
Job Roles at Savant Wealth Management
Working at Savant Wealth Management
Savant Wealth Management's 6 open roles are across all levels, and about 0% are remote or hybrid. The most active teams are business development, corporate training, and program management. Savant Wealth Management is a fee-only registered investment advisory firm providing wealth management, financial planning, and tax and consulting services. The firm serves individuals, families, and institutions across multiple offices, with roles spanning client services, compliance, advisory operations, and business development. Most Savant Wealth Management roles are based in Chicago, with some in Rockford and Middleton.
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Browse jobs by roleSavant Wealth Management Jobs: Frequently Asked Questions
How many jobs is Savant Wealth Management hiring for right now?
Savant Wealth Management is hiring for 6 open roles on Migrate Mate as of July 15, 2026, updated daily, concentrated in business development and corporate training. Current openings span compliance, client services, advisory operations, and corporate functions including M&A and due diligence.
What kinds of roles does Savant Wealth Management hire for?
The most active teams are business development, corporate training, and program management. Savant Wealth Management hires across wealth management, client services, compliance, advisory operations, tax and consulting, and business development functions. Analyst and associate roles appear alongside manager and lead-level positions, and most postings are across all levels.
Are Savant Wealth Management jobs remote or in-person?
Mostly on-site. About 0% of Savant Wealth Management's open roles on Migrate Mate are remote or hybrid as of July 15, 2026, with the rest based in Chicago. Each Savant Wealth Management listing shows its work location so you can filter before applying.
How do I apply to a job at Savant Wealth Management?
Find a role that matches your background on Migrate Mate, then follow the listing directly to Savant Wealth Management's own application. Savant Wealth Management manages its hiring process independently, so you submit your application and hear back through their team.
What do Savant Wealth Management jobs pay?
Listed salaries for Savant Wealth Management roles on Migrate Mate range from about $56,000 to $135,000 per year as of July 15, 2026, with most postings at across all levels. One role lists an hourly contract rate. Exact pay is set by Savant Wealth Management and shown on each listing.
Does Savant Wealth Management hire entry-level?
Most of Savant Wealth Management's open roles on Migrate Mate are across all levels as of July 15, 2026. Check individual Savant Wealth Management listings for stated experience requirements.
Where is Savant Wealth Management hiring?
Most Savant Wealth Management roles are based in Chicago, with some in Rockford and Middleton, and about 0% offer remote or hybrid work as of July 15, 2026. Migrate Mate shows the location on each listing.