Associate Advisor - St. Paul, MN

Savant Wealth Management•Saint Paul, MN

6d•$61,000 - $89,000•Onsite

About The Position

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.” As an Associate Advisor, you’ll focus on developing technical expertise, delivering exceptional client service, and supporting advisory teams while building toward future advisor responsibilities.

Requirements

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.

Responsibilities

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.

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.