Financial Advisor - Bloomington, IL

Build Your Forever Career Right Here at Home

Are you an experienced financial advisor looking for more than just another job — but a place to build a lasting career, meaningful relationships, and a legacy in your community? If you’re ready to be part of a team that values your technical expertise and rewards your drive for growth, Savant Wealth Management invites you to discover your forever home with us in Bloomington and Peoria.

For nearly 40 years, Savant has served as a trusted advisor to individuals, families, and businesses seeking clarity and confidence in their financial lives. We are a fee-only, independent fiduciary wealth management firm providing comprehensive guidance on investments, financial planning, tax and business consulting, estate planning, trust services, and family office support. At the heart of our firm is a culture of lifelong learning — one that values curiosity, continuous improvement, and empowers our team to help clients build their ideal futures.

We’re looking for experienced financial advisors who thrive on making connections, who love rolling up their sleeves to solve complex planning challenges, and who are driven to grow both new business and lasting trust. If you have the technical acumen to deliver thoughtful financial advice — and the outgoing, motivated personality to build genuine client relationships — Savant is where you can put down roots and see your impact multiply for years to come

What You’ll Do Every Day

As a Financial Advisor, you’ll step into an advisory role with real influence and opportunity to grow. Day-to-day, you’ll:

• Serve as a co-advisor for established client relationships, helping deliver our proven, comprehensive planning approach with the support of our in-house technical specialists.
• Take the lead on routine and follow-up client interactions — answering questions, anticipating needs, and coordinating updates to keep clients’ plans on track and ahead of life’s changes.
• Identify and convert new opportunities to grow the firm’s client base and your own book of business — turning your business development drive and network into meaningful results.
• Cultivate new relationships through personal prospecting, existing connections, referrals, and centers of influence — all supported by Savant’s robust resources and team environment.
• Embody “The Savant Way” by delivering profitable, high-quality service that exceeds expectations, strengthens our brand, and helps our communities thrive.
  
  

A couple things to note about our Financial Advisor position:

• Candidates must live within commutable distance to our Bloomington, IL office and have flexibility to also support and travel to our Peoria, IL office.
• All candidates can expect to work in-office.
• Typical office hours are Monday-Friday, 8:00am - 5:00pm, but due to the nature of the work, events may be after office hours, so flexibility in schedule is required
• All candidates must have their Series 65 and either have their CFP or be able to obtain it within 1 year of hire.
  
  

What You’ll Bring To The Table

To thrive as a Financial Advisor at Savant, you’ll bring:

• 2–5 years of experience in an advisory or support role, with proven success developing plans and managing trusted client relationships.
• A Bachelor’s degree (an MBA is even better!).
• Certified Financial Planner designation preferred — or you’re ready to earn it within your first year here.
• Strong technical skills — you’re comfortable in Microsoft Word, Excel, PowerPoint, Outlook, and financial planning or portfolio balancing tools.
• Solid financial planning and wealth management acumen, sound judgment, and the experience to back it up.
• Excellent communication and listening skills, with a genuine “client first” attitude.
• A collaborative spirit — you love working with and through others to deliver the best possible results for your clients.
  
  

If you’re ready to combine your technical expertise, drive for growth, and passion for client relationships into a career that’s built to last — apply now and discover your forever home at Savant Wealth Management.

Please note: All Financial Advisor applicants must have a clean U4 with no disclosures.

Why Join Us?

• Our Vision: Transform personal and financial dreams into goals and goals into reality.
• Our Mission: To build one million ideal futures for our clients, our team, and the communities we serve.
• We are a team with distinct backgrounds and diverse views.
• We believe in collaboration, innovation, excellence, doing what’s right, and helping our team to provide world class service.
• Our culture is described through our corporate values of excellence, integrity, lifelong learning, respect, growth, and servant leadership. We are dedicated to living these values through our daily interactions with each other, our clients, and our communities.
  
  

T He Perks

At Savant, we are committed to supporting our employees' as well as investing in their well-being and growth. We take a market-based approach to compensation. The expected base salary range for this role nationally is $69,000 - $100,000. However, final base pay will be carefully determined based on several factors, including responsibilities, skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits.

In addition to compensation. We also offer a benefits package designed to enhance both your personal and professional life. Below is an overview of our offering and the specific benefits available for this role can be discussed in detail during the hiring process.

• Benefit Eligibility on Day One: Enjoy immediate access to a robust benefits package starting on your first day of employment.
• Choice of Medical Plans: Select from two medical plans tailored to fit your needs.
• Health & Wellness Accounts: Opt for a Health Savings Account (HSA) or Flexible Spending Account (FSA) to manage your healthcare expenses.
• Flexible Dental Coverage: Choose between two dental plan options for optimal oral health.
• Vision Insurance: Keep your eyes healthy with our vision insurance plan.
• Company-Paid Life & AD&D Insurance: Feel secure with fully covered basic life insurance and accidental death & dismemberment benefits.
• Company-Paid Disability Coverage: Rest easy knowing you’re covered with both short-term and long-term disability plans.
• 401(k) with Company Match: Invest in your future with both Roth and Traditional 401(k) plans, featuring a per pay period company match.
• Generous Paid Time Off: Benefit from PTO that increases with your years of service, at least 11 paid holidays each year, a paid day each year for your Savantiversary, and enjoy shorter work weeks with our Summer Hours.
• Additional Leave and Time Off Benefits: Personal leave, parental leave, professional development paid time, and bereavement pay are just a few examples of how you will be supported with time off and other benefits during life's most critical moments.
• Dress Code: Enjoy a “Dress for Your Day” approach to your style. We offer wardrobe flexibility based on office culture, client expectations, and your daily schedule.
• Employee Recognition: Enjoy monetary awards through our recognition program.
• Team Incentive Plans: Participate in our team incentive plan for additional earning opportunities.
• Employee Assistance Program: Access support through our Employee Assistance Program whenever you need it.
• Exclusive Discounts: Take advantage of various discount programs for additional savings.
• Wellness Reimbursements: Get reimbursed for gym memberships and other wellness programs to stay fit and healthy.
• Additional Perks: Get reimbursed for your warehouse club memberships and receive an allowance for Savant Swag.
  
  

Take your career to new heights, apply today!

All applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.

We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required of the incumbent in this position. Any combination of equivalent education and work experience will be considered.

Savant Capital LLC, is an Equal Opportunity Employer.