Financial Advisor - Middleton, WI

Deliver meaningful advice. Work e a real impact.

Looking for a role where you can do more than support an advisor from the sidelines? As a Financial Advisor at Savant, you’ll step into meaningful client relationships, partner with experienced senior advisors, and help deliver comprehensive planning advice that makes a real impact. This is a growth-focused opportunity for an advisor who wants hands-on client exposure, a collaborative team behind them, and a clear path to build referral relationships, expand their influence, and develop into a stronger advisory  this role, you can expect to focus in the following areas:

Serve as a co-advisor for existing client relationships, including documenting meetings and contacts, co-leading meetings, hosting standalone meetings, and taking the lead on routine and follow-up client communication.

Coordinate the comprehensive financial planning process in partnership with the Planning Team, including new client updates, portfolio changes, reviews, returns, and new opportunity identification.

Support new client relationship development by participating in prospect and new client planning meetings, managing client communications, and coordinating follow-up workflow for new clients.

Build and execute a business development plan by growing your referral network, retaining clients, expanding wallet share, and generating new leads through personal prospecting and centers of influence.

Develop fluency in Savant’s IFP Roadmap Process and Investment Processes so you can confidently communicate our services to prospective clients and referral sources.

Adopt core Advisor AI tools to improve day-to-day efficiency, including AI note-taking, AI-driven client meeting insights, and data tools that support informed decision-making.

Maintain a team-first approach by collaborating with colleagues, assisting where needed, and filling in for others to support exceptional client service.

A couple things to note about our Financial Advisor position:

This role focuses on servicing and managing existing client relationships as a co-advisor while continuing to build client-facing advisory experience.

Financial Advisor team members are expected to gain trust with clients and teammates, actively contribute in client meetings, and increasingly anticipate client needs with minimal oversight.

The ideal candidate brings a client-first mindset, strong follow-through, attention to detail, professionalism, curiosity, and a desire to grow within a collaborative advisory team.

The Financial Advisor position typically requires the following qualifications:

Minimum 2-5 years of experience in an advisory support role, with demonstrated ability to develop and manage financial plans and client relationships.

Bachelor’s degree from an accredited college or university; MBA preferred.

Certified Financial Planner certification preferred upon hire or attained within two years of date of hire.

Financial planning and wealth management acumen, judgment, and experience.

Ability to prepare and present basic financial planning concepts to clients.

Ability to build business development networks and begin acquiring new clients.

Strong communication, listening, interpersonal, analytical, and problem-solving skills.

High attention to detail, accuracy, and timely follow-through, with the ability to manage multiple tasks and deadlines in a fast-paced environment.

Proficiency in Microsoft Word, Excel, PowerPoint, Outlook, and financial planning and securities balancing software.

Client-first attitude and a collaborative, team-oriented approach.

Understanding of and adherence to Savant’s investment philosophy, code of ethics, and regulatory compliance expectations.

All Financial Advisor applicants must have a clean U4 with no…