Top 4 Cfp Jobs in Reading Pa

Financial Advisors
Savant —Wyomissing, PA
- $150,000 - $175,000 a year
- Full-time
- 5 years
- Senior level
- Leadership
Premier Advisor - Wyomissing, PA
Truist Bank —Wyomissing, PA
- Full-time
- Background check
- English
- Office
- AD&D insurance
- Paid holidays
Remote Financial Advisor
Tentek, Inc. —United States
- $100,000 - $500,000 a year
- Full-time
- Remote
- Mid-level
- US work authorization
- Communication skills
- Profit sharing
- Health insurance
Quick Apply

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Financial Advisor
Edward Jones —Reading, PA
As a financial advisor with Edward Jones, you’ll develop and grow your own practice, supported by your branch team, a home-office team and other regional…
$45,000 - $100,000 a year
Centralized Wealth Management Advisor
Citadel Federal Credit Union —West Chester, PA
You’ll nurture and manage a centralized, pooled book of business, own prioritization and qualification of inbound leads, and educate clients on the financial…

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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
J.P. Morgan Wealth Management National Branch Personal Advisor - Westerville, OH
JPMorganChase —Westerville, OH
A valid and active Series 66 (63/65) license is required or ability to obtain within 60 days of starting in the role as a condition of employment.

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Financial Advisors

Savant -
Wyomissing, 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

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