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Associate Financial Planner - Hybrid, CFP-Track

Job in Peoria, Peoria County, Illinois, 61639, USA
Listing for: Savant Wealth Management
Full Time position
Listed on 2026-07-23
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Wealth Management
Salary/Wage Range or Industry Benchmark: 65000 - 85000 USD Yearly USD 65000.00 85000.00 YEAR
Job Description & How to Apply Below

Savant Wealth Management in Plymouth, MI, is seeking an Associate Advisor to support clients, develop comprehensive financial plans, and learn “The Savant Way” with senior advisors. This entry‑level pathway targets CFP® designation and builds technical expertise and client relationships.

The role requires pursuing CFP®, obtaining a Series 65 within six months, and steady progress toward licensure and designation within three years. Base pay ranges from $65,000 to $85,000 with benefits.

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Position Requirements
10+ Years work experience
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