This Executive Assistant plays a pivotal role in supporting our executive leadership team at Savant Wealth Management, an innovative and fast-growing RIA firm. As a trusted colleague and proactive partner, you’ll anticipate executive needs, expertly juggle priorities, and exercise keen judgment to help drive our strategic vision forward. You’ll be at the center of critical projects and communications—connecting teams, managing initiatives, and fostering collaboration to advance both executive and firm-wide objectives. In addition to these key responsibilities, you’ll mentor and empower the Executive Assistant team, helping elevate our administrative excellence.
In this role, the Executive Assistant will:
Serve as a strategic partner to executives, proactively managing complex schedules, communications, and deliverables to keep the organization moving toward its goals.
Handle sensitive and confidential matters with discretion, making informed decisions on behalf of executives with a high degree of autonomy.
Evaluate and prioritize issues and opportunities using sound judgment—resolving or escalating as needed to maximize the impact on the organization.
Draft, review, and refine executive-level correspondence, reports, and presentations to support leadership and board objectives.
Orchestrate key meetings and events, including creating agendas, providing facilitation support, and following up on action items to ensure progress and accountability.
Act as a liaison between executives and internal or external stakeholders, consistently representing the executive’s perspective and ensuring unified messaging.
Mentor fellow administrative professionals, fostering a culture of consistency, quality, and professional growth across the team.
Coordinate internal and external events, including managing contracts with vendors, in accordance with Finance’s approval guidelines.
A few important notes about this role:
This role is fully-remote eligible.
This individual will work closely with individuals throughout all of Savant's locations, as well as with external stakeholders.
This role typically requires the following:
Education: Bachelor’s degree highly preferred, or equivalent professional experience.
Experience: 5+ years of experience supporting executives.
Experience in financial or professional services.
Why Join Us?
For nearly 40 years, Savant Wealth Management has served as a trusted advisor to established individuals, families, and businesses seeking clarity and confidence in their financial lives. Our name, rooted in the Latin word sapere—“to be wise”—reflects our commitment to evidence-based investing and the power of decision-making based on deep knowledge. 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 helps clients pursue their ideal future with purpose and discipline.
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.
Our Values: Excellence, Integrity, Lifelong Learning, Respect, Growth, Servant Leadership
The 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 $70,000 - 85,000. 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.
We also offer a benefits package designed to enhance both your personal and professional life. Below is an overview of our total rewards offering. The 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.