Associate Advisor

Grow Your Career with Savant Wealth Management

Are you ready to start your journey toward becoming a Certified Financial Planner (CFP)? As an Associate Advisor at Savant Wealth Management, you will play a key role in delivering exceptional client service while mastering our proven financial planning process. In this entry-level advisory role, you will develop valuable financial planning expertise by working side-by-side with experienced team members. You will actively participate in client meetings, assist in crafting comprehensive financial plans, and oversee follow-ups to ensure our clients achieve their financial goals. This is an ideal opportunity to advance your skills, build meaningful client relationships, and work toward your CFP designation in a supportive, growth-oriented environment.

Collective Wisdom. We're Better Together.

For more than 30 years, Savant Wealth Management has worked to provide wise counsel to 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 defined by strong values - Savant is right for you.

Typical duties and responsibilities of our Associate Advisor role:

• Master The Savant Way best practices related to our client experience and Ideal Futures Process.
• Help support the Lead or Co-Advisor during the client onboarding process.
• Capture, organize, and audit client data and net worth statement (Ideal Futures Profile) to support Advisors and the Wealth Strategy team in providing comprehensive and proactive advice.
• Support Lead Advisor and Co-Advisor with financial planning software and data input.
• Participate in client meetings to support advisors with meeting preparation, notes, and task follow-up.
• Coordinate workflow and case work with tax, wealth transfer, and planning specialists on behalf of the Lead or Co-Advisor.
• Complete advisory self-perform planning projects and simple planning cases independently.
• Support Wealth Strategy Team on completion of more complex cases on clients they are assigned and/or other work assigned to them on other clients.
• Research planning and tax matters on behalf of the Lead and Co-Advisors.
• Gradually increase speaking roles in client meetings on specific financial plan and investment topics as experience increases.
• Build relationship with Advisors and clients to position themselves to eventually assume a Co-Advisor role when they are promoted to an Advisor I.
• Maintain and update clients' Ideal Futures Profile to support Advisors and the Wealth Strategy Team.
• Complete the Advisor Training Program, including tax, planning, and wealth transfer team support.
• Build strong technical knowledge of portfolio management, rebalancing, trading, and creating and interpreting various client reports.
• Demonstrate intellectual curiosity, actively building knowledge of financial markets and the Savant investment philosophy. Begin to address client questions regarding their investment portfolio and/or performance.

A couple of special notes about our Associate Advisor:

• Associate Advisors are required to earn their CFP designation within three (3) years to progress to an Advisor I.
• This role is on-site in our Madison, WI location.
• Must obtain a Series 65 license within three (3) months of starting the program.

The Associate Advisor role typically requires the following qualifications:

• 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.
• Obtain the Series 65 license preferably within 3 months and no later than 6 months of entering the position. This licensing is critical to ensuring compliance with financial advisory and trading standards.

Why Join Us?

• We are a growing, fee-only, independent, majority employee-owned RIA.
• We believe in collaboration, innovation, excellence, doing what's right, and helping our team to provide world 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 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 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.

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.

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