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Financial Advisor

1 month ago

Madison WI United States Savant Wealth Management Full time

The Financial Advisor is an advisory role which is responsible for servicing and managing existing client relationships as a co-advisor, formulating and implementing planning advice and supported by the firms technical specialists. They are also responsible for supporting the new business development efforts of senior advisors and developing their own new business development network.

Want to make an application Make sure your CV is up to date, then read the following job specs carefully before applying.

Collective Wisdom. We're Better Together. For more than 30 years, Savant Wealth Management has worked to provide wise counselto individuals, families, and businesses. A fee-only, independent RIA firm, we offer investment management, financial planning, retirement planning, and family office services to financially established individuals and institutions. We also offer corporate accounting, tax preparation, payroll, and consulting. We are driven by a purpose to serve our clients with skill, passion, and integrity. Inspired by collaboration, our team craves innovation, commitment to excellence and above all, doing what is right. We are up for any challenge. If you want to be part of a culture that is defined by strong values - Savant is right for you.

The Financial Advisor can expect to focus in the following areas:

Responsible for profitable delivery of our service models as defined in Savant Service and Segmentation Guidelines
Assume co-advisory/service relationships with a number of existing clients.
Take lead on routine and follow-up contact with clients
Coordinate comprehensive financial planning process along with Planning Team from start-to-finish for new client updates, portfolio changes and reviews, and returns and new opportunity identification
Proactively identify opportunities to grow revenue with new clients and increasing AUM.
Participate in new client relationship development, including management of current client contact and communications
Develop new clients through personal prospecting efforts, prior client relationships and development of referral sources and centers of influence at typical Savant fee schedule.
Develop knowledge and familiarity with Savants IFP Roadmap Process and Investment Processes such that you can communicate and sell our services to prospective clients and centers of influence.
Maintain team approach by assisting and filling in for others.

A couple things to note about this Financial Advisor role:

Located in Madison, WI

While Savant does offer hybrid work model flexibility, Financial Advisors are typically expected to be in the office at least 4 days per week.

The compensation model for our Financial Advisor I role includes a base salary plus incentive opportunities.

The Financial Advisor I position typically requires the following qualifications:

Minimum 2-5 years of experience in an advisory support role, with demonstrated ability to develop and manage plans and manage client relationships
Bachelors Degree from an accredited college or university; MBA (ideal)
Certified Financial Planner certification preferred upon hire or attained within one year of date of hire
Proficiency in Microsoft Word, Excel, PowerPoint and Outlook, as well as financial planning and securities balancing software
Financial planning/wealth management acumen, judgment and experience
Excellent communication and listening skills
Client first attitude
A team player, collaborative, able to work with and through others

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

Why Join Us?

We are a growing, fee-only, independent, majority employee-owned RIA.

We believe in collaboration, innovation, excellence, doing whats right, and helping our team to provideworld class service.

We help our clients reach their ideal futures.

Our culture is described through our corporate values of excellence, integrity, lifelong learning, respect, growth, and servant leadership. These core values truly define the Savant Way. We are dedicated to living these values through our relationships with clients, each other, and the communities in which we serve.

The Perks:

At Savant, we are committed to supporting our employees' well-being and growth. We offer a comprehensive range of benefits designed to enhance both your personal and professional life. Below is a list of our offerings. The specific benefits available for this role can be discussed in detail during the hiring process.

Comprehensive Benefits Package 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 youre 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 Fridays.

Employee Recognition: Be celebrated with 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.

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.

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

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.