Expert Financial Strategist

6 days ago


Madison, Wisconsin, United States Savant Wealth Management Full time
Role Overview

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)
Requirements
  • 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
Compensation

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 Us

Savant 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.



  • Madison, Wisconsin, United States The Hunter Group Associates Full time

    Job OverviewThe Hunter Group Associates is a luxury hotel operator seeking an experienced Chief Financial Strategist to join their team. The ideal candidate will have a strong background in hotel finance, with experience working with multiple properties.Award-winning hotels offer exceptional amenities and unparalleled hospitality. This position presents a...


  • Madison, Wisconsin, United States Creative Financial Staffing Full time

    Job SummaryWe are seeking a Senior Financial Analyst to play a pivotal role in driving our financial operations forward. This position will lead the maintenance of accurate financial records and transactions, perform thorough bank reconciliations, and generate insightful reports.Responsibilities:Lead the maintenance of accurate financial records and...


  • Madison, Wisconsin, United States Johnson Controls Full time

    Job OverviewWe are seeking an experienced Bioenergy Sales Strategist to join our team at Johnson Controls. This role will play a critical part in driving sales of complex bundled offerings in the bioenergy sector, particularly focused on biogas projects and renewable service agreements.The ideal candidate will have a proven track record of success selling...


  • Madison, Wisconsin, United States Creative Financial Staffing Full time

    Project Accountant OpportunityWe are seeking a skilled Project Accountant to join our team at Creative Financial Staffing. As a key member of our financial staff, you will play a crucial role in driving process improvement and ensuring the accuracy, timeliness, and completeness of project financials.Key Responsibilities:Evaluate project expenses and ensure...


  • Madison, Wisconsin, United States Creative Financial Staffing Full time

    About the OpportunityOur client, a well-established family-owned business in Madison, is seeking an experienced Tax Financial Analyst to support their dynamic team. This role will play a key part in handling day-to-day financial operations, ensuring smooth month-end and year-end processes.Key ResponsibilitiesPrepare and assist in compiling monthly and...


  • Madison, Wisconsin, United States Creative Financial Staffing Full time

    Financial ExpertiseWe are seeking an accomplished Senior Tax Financial Specialist to join our team at Creative Financial Staffing. The ideal candidate will have a talent for tax preparation and planning, with experience handling various tax forms including 1120S, 1125E, 4562, 4797, 6765, Schedule K-1, and 7203, as well as individual filings for the CEO.Key...


  • Madison, Wisconsin, United States UW Credit Union Full time

    About UsUW Credit Union is a premier financial institution in Wisconsin, recognized as a Top Workplace USA and recipient of various awards for its commitment to employees. Our mission is to provide personalized solutions that benefit each member and make a positive impact on their lives.Job OverviewWe are seeking a highly skilled Financial Specialist to join...

  • Tax Manager

    3 days ago


    Madison, Wisconsin, United States HR4ALL Full time

    Job OverviewWe are seeking a highly skilled Tax Manager to join our team at HR4ALL. As a key member of our financial services department, you will play a pivotal role in preparing and filing federal and state business, individual, and related tax forms.


  • Madison, Wisconsin, United States Creative Financial Staffing Full time

    About the RoleThe company is seeking a skilled Cybersecurity Expert to design, implement, and manage robust network security solutions. This individual will conduct regular security assessments, vulnerability scans, and penetration testing to identify potential threats.ResponsibilitiesDesign and implement secure network architecture to safeguard digital...


  • Madison, Wisconsin, United States Creative Financial Staffing Full time

    Software Engineer RoleOur client, a renowned provider of innovative solutions for diverse industries, is seeking an experienced Software Engineer to join their team. The ideal candidate will have a strong background in software development and the ability to contribute to the growth of their products.Job Summary:As a Software Engineer at Creative Financial...


  • Madison, Wisconsin, United States Recruitlink Full time

    Job Title: Financial Reporting Specialist">About Us:">Recruitlink is a leading recruitment agency dedicated to connecting talented professionals with exciting career opportunities. Our team of experts works closely with clients to understand their unique needs and preferences, providing personalized support throughout the hiring process.">About the Role:">We...


  • Madison, Wisconsin, United States Honkamp Krueger & Co., P.C. Full time

    Honkamp, P.C. is a reputable Top 10 Midwest CPA and business advisory group that offers exceptional services to its clients.About the OpportunityWe are seeking an experienced Senior Accountant to join our dynamic team. As a key member of our accounting team, you will provide comprehensive financial guidance and support to our clients.**Key...


  • Madison, Wisconsin, United States Creative Financial Staffing Full time

    Job DescriptionA challenging opportunity has arisen for a highly skilled Strategic HR Business Partner to join our dynamic team at Creative Financial Staffing.About the RoleThis role is responsible for providing strategic guidance and support to senior leaders and managers across the organization, ensuring that HR policies and practices align with business...


  • Madison, Wisconsin, United States Rentable Full time

    Rentable is a cutting-edge, growth-stage company revolutionizing the rentals industry with innovative martech and data SaaS products. Our mission is to provide exceptional customer experiences through seamless interactions and tailored solutions.As we continue to expand our product offerings and user base, we're seeking an experienced Director of Customer...


  • Madison, Wisconsin, United States CUNA Mutual Full time

    Company OverviewAt TruStage, we're dedicated to making a brighter financial future accessible to everyone. We prioritize people first and work collaboratively with employees and customers to create a diverse and inclusive environment. Passionate about building innovative insurance, investment, and technology solutions, we continually push the boundaries of...


  • Madison, Wisconsin, United States Creative Financial Staffing Full time

    About the RoleWe are seeking a skilled Azure Cloud Engineer to join our team as a Cloud Infrastructure Specialist. This is an excellent opportunity for an experienced professional to take their career to the next level and work on exciting projects.Job SummaryThe Cloud Infrastructure Specialist will design, deploy, and maintain robust IT systems and...


  • Madison, Wisconsin, United States Creative Financial Staffing Full time

    Senior Tax Expert RoleWe are seeking a highly skilled Senior Tax Expert to lead our team in providing exceptional tax services.About the RoleIn this senior position, you will be responsible for overseeing and reviewing individual, corporate, non-profit, and trust tax returns. You will also drive growth by contributing to the firm's expansion and success.Key...


  • Madison, Wisconsin, United States UW Credit Union Full time

    About the RoleOverviewUW Credit Union is seeking a highly skilled DevOps Engineer III to join our IT Software Engineering team. As a pivotal member of our team, you will play a key role in delivering a diverse portfolio of technical solutions designed to support employee interactions with members and internal departments.Key ResponsibilitiesCollaborate in...


  • Madison, Wisconsin, United States UW Health Full time

    UW Health is seeking a highly skilled Pediatric Surgical Education Expert to join our team at American Family Children's Hospital in Madison, Wisconsin. About the RoleThis is a full-time, 100% FTE salaried position with a competitive estimated annual salary of $95,000 - $115,000 based on experience. The scheduled shifts are primarily Monday-Friday, day...


  • Madison, Wisconsin, United States State of Wisconsin Investment Board Full time

    Job Title: Bond Market SpecialistA dynamic opportunity has arisen for a skilled Credit Analyst to join our Fixed Income Strategies Group at the State of Wisconsin Investment Board (SWIB). As a premier global investment organization, we manage over $145 billion in assets, and we are seeking a talented professional to contribute to our success.About the...