Top 12 Cfp Jobs in Lancaster, Pa

Financial Advisors
Savant —Lancaster, PA
- $150,000 - $175,000 a year
- Full-time
- 5 years
- Senior level
- Leadership
Planning Strategist
Savant Wealth Management —Lancaster, PA
- $127,500 - $175,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Health savings account
- AD&D insurance
Financial Advisory - Associate Advisor
Kestra Financial —Lancaster, PA
- Full-time
- Microsoft Word
- Microsoft Excel
- Mid-level
- Health insurance
- 401(k)
Quick Apply
14d
Senior Wealth Advisor
Citizens & Northern Bank —Lancaster, PA
- Public speaking
- Business development
- Bachelor's degree
- Health savings account
- Disability insurance
4d
Wealth Advisor
F.N.B. Corp. —Lancaster, PA
- Full-time
- Microsoft Word
- Bachelor of Science
- Office
Financial Advisor- Wealth Management
Merit Financial Advisors —Hershey, PA
- Full-time
- Mid-level
- Finance
- Bachelor's degree
- Health savings account
- Paid holidays
Quick Apply
Financial Advisory - Financial Advisor
Kestra Financial —Lancaster, PA
- Full-time
- 5 years
- Analysis skills
- Math
- Health insurance
- 401(k)
Quick Apply

Discover related jobs

Based on your search for cfp jobs.

Alternative Investments Analyst - AI Trainer
DataAnnotation —Reading, PA
You can work on your own schedule, on your own computer, from the comfort of your own home. Proficient in financial analysis, financial modeling, portfolio…
$50 - $100 an hour
Quick Apply
Buy-Side Analyst - AI Trainer
DataAnnotation —White Marsh, MD
You can work on your own schedule, on your own computer, from the comfort of your own home. Proficient in financial analysis, financial modeling, portfolio…
$50 - $100 an hour
Quick Apply

Show more related jobs

Explore jobs in cities nearby

Check out jobs in cities near your current location, Columbus

Associate Financial Advisor
TPM Placement —Columbus, OH
Provide outstanding service by responding to incoming calls from clients and addressing their concerns in a timely manner. Status: Full time, in office*.
$110,000 - $130,000 a year
Quick Apply
Financial Advisor - Licensing Provided
Northwestern Mutual —Columbus, OH
*Educate*—Educate yourself beyond training with sponsored licensing and registration as well as ongoing development. Bonus programs and expense allowances.
$65,000 - $200,000 a year
Quick Apply

Show more jobs in cities nearby

I want to receive the latest job alert for cfp in lancaster, pa

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

cfp jobs near lancaster, pa

Wealth Management Advisor jobs in Lancaster, PA

Financial Advisor jobs in Lancaster, PA

Wealth Management Advisor jobs in Hershey, PA

Planner jobs in Lancaster, PA

Wealth Management Advisor jobs in Richmond, VA

Wealth Management Advisor jobs in New Albany, OH

Wealth Management Advisor jobs in Rancho Palos Verdes, CA

Wealth Management Advisor jobs in Fort Lauderdale, FL

Academic Advisor jobs in Rochester, NY

Academic Advisor jobs in Indianapolis, IN

Management jobs in Miami, FL

Financial Advisor jobs in San Jose, CA

Financial Data Analyst jobs in Boston, MA

Service Advisor jobs in Orange County, CA

Entry Level Financial Analyst jobs in Atlanta, GA

Financial Advisor jobs in Madison, WI

Financial Advisor jobs in Fresno, CA

Financial Advisor jobs in Boulder, CO

Wealth Management jobs in Naperville, IL

Wealth Management Advisor jobs in Davenport, IA

Financial Advisors

Savant -
Lancaster, PA

Apply Now

Job Details

Full-time
$150,000 - $175,000 a year

Qualifications

Business development management
Customer communication
Customer relationship building
CFP
Referral-based lead generation
Investment management advisory services
Business development within consulting
5 years
Sales referrals
Investment client management
Sales development
Financial goal setting advisory services
Strategic consulting
Business development within finance
Client acquisition
Client growth strategy
New business target achievement
Client referrals
Senior level
Leadership

Full Job Description

Savant Wealth Management is seeking experienced Senior Financial Advisors in a variety of our markets who have demonstrated success building and expanding a book of business through disciplined business development and trusted client relationships. We are specifically seeking growth near our offices in Chicago, Atlanta, Pennsylvania, Delaware, and Washington D.C.

In a Senior Financial Advisor role at Savant, you will serve as the primary relationship owner. You'll lead planning-first conversations with high-net-worth clients and engage them around their financial vision, values, and goals. You will drive growth through both self-sourced opportunities and firm-provided leads while operating within a fully leveraged advisory model. You will be supported by a dedicated team, in-house specialists, centralized investment management, and structured transition support designed to protect and grow your client relationships. Savant also equips you with a comprehensive suite of integrated resources - including an accounting firm, law firm, expanded high-net-worth investment capabilities, and a centralized financial planning team - so you can deliver deeper, more coordinated value to your clients.

This opportunity is designed for advisors - whether from a wirehouse, independent RIA, or solo practice - who want ownership, scale, and a long runway within a majority employee-member owned firm investing heavily in organic growth, technology, and long-term equity participation.

Your Role

Client Leadership

Serve as primary advisor and strategic quarterback for high-net-worth individuals and families
Lead planning-first conversations centered on vision, values, and long-term goals
Deliver advice consistent with Savant’s Service & Segmentation Guidelines and The Savant Playbook
Coordinate integrated advice with tax, estate, planning, and investment specialists
Leverage Savant’s evolving technology and AI capabilities to deliver personalized, data-informed planning and client insights

Growth & Business Development

Contribute meaningfully to firm-level organic growth targets through consistent net new revenue generation
Generate new revenue through personal networks, referral relationships, and firm-generated leads
Expand wallet share across investments, tax, estate, and consulting services
Identify and activate cross-disciplinary opportunities across tax, estate, and consulting to deepen client relationships and expand enterprise value
Execute a disciplined business development plan with measurable revenue contribution
Partner with Savant leadership and growth teams to build and execute a 12–24 month scale plan aligned to meaningful production milestones
Consistently attract target clients (typically $1M+ investable assets)

Built-In Leverage

At Savant, advisors operate within a fully supported team structure:

Dedicated Client Service Associate (CSA)
Associate Advisor support
In-house tax, estate, planning, and investment specialists
Centralized portfolio management
Marketing engine and digital campaign support
Structured onboarding transition support for breakaway advisors
A national brand, integrated service model, and enterprise infrastructure designed to support advisors scaling beyond what a standalone practice can efficiently achieve

You focus on relationships and growth. The firm provides the infrastructure.

A Strategic Career Move — Without Starting Over

For experienced advisors, making a move is never about starting from scratch. It is about elevating your platform, protecting what you’ve built, and accelerating what comes next. Savant provides structured transition guidance, including compliance and legal coordination support, client communication planning, and operational onboarding designed to reduce friction and protect momentum. Our goal is to help you transition thoughtfully and begin operating at scale from day one. With an established national brand, integrated tax and estate capabilities, centralized investment management, and a dedicated growth infrastructure, Savant offers a platform few independent advisors could efficiently replicate on their own.

What We’re Looking For

5–10+ years of experience in wealth management or advisory roles
Demonstrated success building and managing a book of business
Strong financial planning acumen and client leadership skills
CFP® certification preferred (or willingness to obtain within two years)
Clean U4 (if registered)
Entrepreneurial mindset with a long-term orientation
Desire to build equity within a collaborative, majority employee-owned firm

Why Advisors Choose Savant

Freedom to act as a true fiduciary
Equity participation and long-term wealth creation
A collaborative, non-siloed culture
Deep technical bench across tax, estate, and investments
Commitment to building enduring careers — not short-term production
A growth-focused firm building enterprise value for the next generation

Compensation & Benefits

Savant takes a market-based approach to compensation, including:

Competitive base salary - $150-$175k
Growth-aligned variable incentive compensation
Total compensation surpassing $200,000
Long-term ownership and equity participation opportunities
Additional incentive and benefit programs

Full compensation and equity details are discussed during the interview process.

Any combination of equivalent education and work experience will be considered.

Savant Capital, LLC is an Equal Opportunity Employer

Apply Now

Refine Your Search

cfp jobs in lancaster, pa

Financial Advisors

Planning Strategist

Financial Advisory - Associate Advisor

Senior Wealth Advisor

Wealth Advisor

Financial Advisor- Wealth Management

Financial Advisory - Financial Advisor

Discover related jobs

Explore jobs in cities nearby

I want to receive the latest job alert for cfp in lancaster, pa

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected