Associate Advisor - Madison, WI
Savant Wealth Management•Madison, WI
383d
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About The Position
The Associate Advisor role at Savant Wealth Management is an entry-level position designed for individuals looking to start their journey toward becoming a Certified Financial Planner (CFP). In this role, you will work closely with experienced advisors to deliver exceptional client service and develop financial planning expertise. Responsibilities include participating in client meetings, assisting in crafting financial plans, and ensuring follow-ups to help clients achieve their financial goals. This position offers opportunities for professional growth and advancement within a supportive environment.
