Financial Services Professional

1 week ago


Louisville, Kentucky, United States Savant Wealth Management Full time

Overview

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Savant Wealth Management is a 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.

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About the Role

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We are seeking an Associate Advisor to join our team. As an Associate Advisor, you will be on a path to develop your financial planning expertise, actively pursuing the CFP designation while learning the ins and outs of exceptional client service.

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Responsibilities

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Your primary responsibilities will include:

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  • Supporting Lead or Co-Advisors during the client onboarding process">
  • Capturing, organizing, and auditing client data and net worth statement (Ideal Futures Profile) to support Advisors and the Wealth Strategy team in providing comprehensive and proactive advice">
  • Supporting Lead Advisor and Co-Advisor with financial planning software and data input">
  • Participating in client meetings to support advisors with meeting preparation, notes, and task follow-up">
  • Coordinating workflow and case work with tax, wealth transfer and planning specialists on behalf of the Lead or Co-Advisor">
  • Completing advisory self-perform planning projects and simple planning cases independently">
  • Supporting Wealth Strategy Team on completion of more complex cases on clients they are assigned and/or other work assigned to them on other clients">
  • Researching planning and tax matters on behalf of the Lead and Co-Advisors">
  • Gradually increasing speaking roles in client meetings on specific financial plan and investment topics as experience increases">
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Qualifications

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To be successful in this role, you will need:

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  • A Bachelor's Degree from an accredited college or university in the areas of financial planning, finance, business, accounting, economics, and/or other related field">
  • New college graduates to several years of experience in a professional work environment, preferably in banking or financial services">
  • Pursuing or committed to obtaining the Certified Financial Planner designation">
  • The ability to obtain a Series 65 license within three months of starting the program">
  • A clean U4 with no disclosures if currently registered">
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What We Offer

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At Savant Wealth Management, we offer a comprehensive benefits package including medical, dental, vision, life insurance, disability coverage, and a 401(k) plan with company match. Additionally, we provide paid time off, holidays, and opportunities for professional growth and development.

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Estimated Salary

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$60,000 - $80,000 per year, depending on experience



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