Associate Advisor - Middleton, WI

Associate Advisor - Middleton, WI

Middleton, WI 53562

Position Type Full Time Job Shift Day

Are you passionate about financial planning and eager to build a career as a trusted advisor? As an Associate Advisor at Savant, you'll gain hands-on experience supporting clients, developing comprehensive financial plans, and learning "The Savant Way" alongside experienced advisors and planning professionals. This entry-level advisory role is designed for individuals pursuing a CFP® designation who want to build the technical expertise, client relationship skills, and business acumen necessary to grow into a successful financial advisor.

Working closely with Advisors, Wealth Strategy professionals, and specialists across the firm, you'll play a key role in delivering exceptional client experiences while developing the skills needed to progress to an Advisor I position. In this role, you can expect to focus in the following areas:

• Supporting Lead and Co-Advisors in delivering a best-in-class client experience throughout the financial planning process.
• Capturing, organizing, and maintaining client financial information, including Ideal Futures Profiles and net worth statements.
• Assisting with financial planning software, data gathering, analysis, and plan preparation.
• Participating in client meetings, preparing agendas and materials, documenting notes, and managing follow-up action items.
• Coordinating planning, tax, and wealth transfer workflows with internal specialists.
• Conducting planning and tax-related research to support client recommendations.
• Completing planning projects and simpler client cases independently while developing technical expertise.
• Building knowledge of portfolio management, trading, rebalancing, and investment reporting.
• Developing confidence in discussing financial planning and investment concepts with clients.
• Completing Savant's Advisor Training Program and progressing toward CFP® certification.

A couple things to note about our Associate Advisor position:

• Middleton, WI
• Hybrid work environment with in-office collaboration expectations determined by business and team needs. Typical working hours
• Typical
  
  Hours:
  
  Standard business hours, Monday through Friday, with occasional flexibility based on client and team needs.
• This position is designed as a career development pathway into an Advisor I role.
• Associate Advisors are required to obtain a Series 65 license within six (6) months of hire, with a goal of obtaining the license within the first three (3) months.
• Associate Advisors are expected to earn their CFP® designation, or another approved designation, within three (3) years of entering the role.

The Associate Advisor position typically requires the following qualifications:

• Bachelor's degree in Financial Planning, Finance, Business, Accounting, Economics, or a related field.
• Recent college graduate or several years of professional experience, preferably within banking, wealth management, financial services, or a related industry.
• Currently pursuing or committed to obtaining the Certified Financial Planner™ (CFP®) designation.
• Ability to obtain a Series 65 license within six (6) months of hire.
• Strong analytical, organizational, and problem-solving skills.
• Exceptional attention to detail with the ability to manage multiple priorities and deadlines.
• Excellent verbal and written communication skills.
• Strong interpersonal skills with the ability to build trust and rapport with clients and team members.
• Demonstrated intellectual curiosity and commitment to continuous learning.
• Commitment to acting in accordance with Savant's investment philosophy, regulatory requirements, and ethical standards.
• All Financial Advisor applicants must have a clean U4 with no disclosures
• Employment in this position will require a signed non-compete agreement, except in states where prohibited

Successful Associate Advisors:

• Earn the trust and confidence of clients and team members while consistently delivering exceptional service.
• Ensure advisors are thoroughly prepared for client meetings through accurate planning, organization, and follow-through.
• Anticipate client needs and proactively contribute…