Associate Advisor - St. Paul, MN

Associate Advisor – St. Paul, MN (Savant Wealth Management)

Savant Wealth Management Pay Range

• Provided by Savant. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

$61,000./yr – $89,000./yr

An entry‑level advisory role designed to grow you into a confident, trusted financial advisor.

At Savant Wealth Management and our recently acquired firm, Prairieview Partners, we believe financial advice is about more than numbers— it’s about people, relationships, and the futures we help shape. For nearly 40 years, Savant has served as a trusted fiduciary partner to individuals, families, and businesses, while Prairieview has built a proud, community‑rooted presence in St. Paul. Together, we are united by a shared mission: to build one million ideal futures for our clients, our team, and the communities we serve.

We’re seeking an Associate Advisor
— an entry‑level advisory professional who is eager to learn, grow, and build a long‑term career in wealth management. This role is ideal for someone pursuing their CFP® designation, who thrives in a collaborative environment and is motivated by mastering the fundamentals of client service, financial planning, and “The Savant Way.”

• Support Lead and Co‑Advisors throughout the client lifecycle, including onboarding, meeting preparation, follow‑up, and ongoing service.
• Participate in client meetings, capturing notes, coordinating next steps, and gradually increasing speaking responsibilities over time.
• Maintain and update client information, including the Ideal Futures Profile and net worth statements, to support proactive planning.

• Assist with financial planning software, data input, and preparation of plans and client reports.
• Complete simple planning cases independently and support more complex cases alongside the Wealth Strategy, Tax, and Wealth Transfer teams.
• Research financial planning, investment, and tax‑related topics on behalf of Advisors and clients.

• Master Savant’s client experience standards, Ideal Futures Process, and internal best practices.
• Coordinate workflows and case work with internal specialists to ensure a seamless client experience.
• Complete Savant’s Advisor Training Program, gaining exposure to tax, planning, and wealth transfer disciplines.

• Build strong technical knowledge of portfolio management, rebalancing, trading, and investment reporting.
• Develop fluency in Savant’s investment philosophy and begin addressing basic client questions related to portfolios and performance.
• Build trusted relationships with Advisors and clients to prepare for future progression into an Advisor I / Co‑Advisor role.

• Location:
  
  St. Paul, MN (former Prairieview Partners office)
• Hours:
  
  Monday‑Friday, 8:00 am–5:00 pm CT
• Compensation:
  Competitive base salary

• Bachelor’s degree from an accredited college or university in financial planning, finance, business, accounting, economics, or a related field.
• New college graduates up to several years of professional experience; financial services or banking experience preferred.
• Actively pursuing or committed to obtaining the Certified Financial Planner® (CFP®) designation.
• Ability to obtain the Series 65 license preferably within 3 months and no later than 6 months of hire.
• Strong attention to detail, organization, and follow‑through in a fast‑paced environment.
• Excellent written and verbal communication skills.
• A client‑first mindset with a passion for service and continuous learning.
• Collaborative, professional, and aligned with Savant’s core values.

At Savant and Prairieview, this role is more than an entry point— it’s the foundation of a long‑term advisory career. Our vision is to transform personal and financial dreams into goals and goals into reality, and our values— excellence, integrity, lifelong learning, respect, growth, and servant leadership— guide how we support our clients and each other.

• Invests deeply in training, mentorship, and career progression.
• Encourages curiosity, collaboration,…