Associate Advisor - Rockford, IL

Savant Wealth Management•Rockford, IL

3d•$65,000 - $75,000•Onsite

About The Position

Launch your advisory career the right way. Learn deeply. Grow intentionally. Serve clients meaningfully. If you’re early in your financial planning career and serious about becoming a great advisor—not just checking boxes—this role was built for you. At Savant, we don’t rush people into client-facing responsibility before they’re ready. We invest in your development, surround you with experienced advisors, and give you the training, exposure, and support to build a career—not just land a first job. As an Associate Advisor, you’ll be embedded with an advisory team, learning our planning philosophy from the inside out while steadily growing your technical skills, confidence, and client presence. This is the foundation role for future Advisors at Savant. Why This Role Matters This isn’t a back-office position—and it’s not a sink-or-swim advisor role either. You’ll: Learn how great advice is built, delivered, and followed through Work directly with Advisors, clients, and internal specialists Develop real planning skills while pursuing your CFP® Gradually earn your seat—and your voice—at the client table If your goal is to become a trusted financial advisor with strong technical depth and exceptional client instincts, this role sets you up to do exactly that. What You’ll Be Doing You’ll support Advisors while actively building your own expertise across planning, investments, and client service: Master The Savant Way and our Ideal Futures planning process Support client onboarding and ongoing relationship management Capture, organize, and audit client data and net worth statements Prepare and update financial plans using planning software Participate in client meetings—handling prep, notes, and follow-up Coordinate with tax, planning, and wealth transfer specialists Complete self-performed planning projects and simpler cases independently Support more complex planning work alongside our Wealth Strategy team Research planning and tax topics for Advisors and clients Gradually take on speaking roles in client meetings as your confidence grows Build strong relationships with Advisors and clients as you prepare for promotion Complete Savant’s Advisor Training Program across planning, tax, and wealth transfer Develop technical knowledge of portfolio management, trading, and reporting Build curiosity and confidence around investments and market dynamics Role Details Location: Our headquarters in Rockford, IL. This is a 100% in-person job. Hours: Monday–Friday, 8:00am–5:00pm CT Compensation: Competitive base salary What Success Looks Like In this role, success means: Advisors trust you and rely on your preparation and follow-through Clients receive exceptional service and feel confident working with you Meetings run smoothly because you’ve anticipated what’s needed Tasks are completed accurately, quickly, and with urgency You actively contribute ideas, insights, and opinions—not just execution You grow into presenting planning and investment concepts clearly and professionally Who You Are You’ll thrive here if you’re someone who brings both drive and humility: Client-first mindset with strong service instincts Highly detail-oriented with excellent follow-through Comfortable managing multiple priorities in a fast-paced environment Naturally collaborative and easy to work with Process-oriented and committed to doing things the right way Curious, analytical, and eager to deepen your planning knowledge Professional, composed, and confident without ego Clear, thoughtful communicator—written and verbal Hungry to learn, open to feedback, and motivated to grow Aligned with Savant’s values and long-term vision

Requirements

Bachelor’s degree in financial planning, finance, business, accounting, economics, or a related field
New graduates through early-career professionals welcome
Commitment to pursuing the CFP® designation
Ability to obtain the Series 65 license within 3–6 months of hire
Interest in building a long-term career in wealth management

Responsibilities

Master The Savant Way and our Ideal Futures planning process
Support client onboarding and ongoing relationship management
Capture, organize, and audit client data and net worth statements
Prepare and update financial plans using planning software
Participate in client meetings—handling prep, notes, and follow-up
Coordinate with tax, planning, and wealth transfer specialists
Complete self-performed planning projects and simpler cases independently
Support more complex planning work alongside our Wealth Strategy team
Research planning and tax topics for Advisors and clients
Gradually take on speaking roles in client meetings as your confidence grows
Build strong relationships with Advisors and clients as you prepare for promotion
Complete Savant’s Advisor Training Program across planning, tax, and wealth transfer
Develop technical knowledge of portfolio management, trading, and reporting
Build curiosity and confidence around investments and market dynamics

Benefits

Benefit Eligibility on Day One: Enjoy immediate access to a robust benefits package starting on your first day of employment.
Choice of Medical Plans: Select from two medical plans tailored to fit your needs.
Health & Wellness Accounts: Opt for a Health Savings Account (HSA) or Flexible Spending Account (FSA) to manage your healthcare expenses.
Flexible Dental Coverage: Choose between two dental plan options for optimal oral health.
Vision Insurance: Keep your eyes healthy with our vision insurance plan.
Company-Paid Life & AD&D Insurance: Feel secure with fully covered basic life insurance and accidental death & dismemberment benefits.
Company-Paid Disability Coverage: Rest easy knowing you’re covered with both short-term and long-term disability plans.
401(k) with Company Match: Invest in your future with both Roth and Traditional 401(k) plans, featuring a per pay period company match.
Generous Paid Time Off: Benefit from PTO that increases with your years of service, at least 11 paid holidays each year, a paid day each year for your Savantiversary, and enjoy shorter work weeks with our Summer Hours.
Additional Leave and Time Off Benefits: Personal leave, parental leave, professional development paid time, and bereavement pay are just a few examples of how you will be supported with time off and other benefits during life's most critical moments.
Dress Code: Enjoy a “Dress for Your Day” approach to your style. We offer wardrobe flexibility based on office culture, client expectations, and your daily schedule.
Employee Recognition: Enjoy monetary awards through our recognition program.
Team Incentive Plans: Participate in our team incentive plan for additional earning opportunities.
Employee Assistance Program: Access support through our Employee Assistance Program whenever you need it.
Exclusive Discounts: Take advantage of various discount programs for additional savings.
Wellness Reimbursements: Get reimbursed for gym memberships and other wellness programs to stay fit and healthy.
Additional Perks: Get reimbursed for your warehouse club memberships and receive an allowance for Savant Swag.