Expert Financial Strategist
6 days ago
The Expert Financial Strategist role at Savant Wealth Management is a key position responsible for delivering high-quality financial planning and advisory services to clients. Located in Madison, WI, this role involves working closely with the Planning Team to develop comprehensive financial plans that cater to the unique needs of each client.
Key Responsibilities- Deliver profitable service models as defined in Savant Service and Segmentation Guidelines
- Assume co-advisory relationships with existing clients and lead routine and follow-up contact
- Coordinate financial planning processes from start to finish for new client updates, portfolio changes, and reviews
- Identify opportunities to grow revenue with new clients and increase Assets Under Management (AUM)
- Minimum 2-5 years of experience in an advisory support role with a proven track record of developing and managing plans and client relationships
- Bachelor's Degree from an accredited college or university; MBA preferred
- Certified Financial Planner certification preferred upon hire or within one year of date of hire
- Proficiency in Microsoft Office and financial planning software
- Excellent communication and listening skills
The compensation model for this role includes a base salary plus incentive opportunities, estimated to be around $80,000 - $110,000 per annum, depending on experience and qualifications.
About UsSavant Wealth Management is a growing, fee-only, independent RIA firm dedicated to providing wise counsel to individuals, families, and businesses. We offer investment management, financial planning, retirement planning, and family office services, and are committed to collaboration, innovation, excellence, and doing what's right.
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