Associate Advisor - Middleton, WI
About The Position
As an Associate Advisor at Savant, you'll gain hands-on experience supporting clients, developing comprehensive financial plans, and learning "The Savant Way" alongside experienced advisors and planning professionals. This entry-level advisory role is designed for individuals pursuing a CFP® designation who want to build the technical expertise, client relationship skills, and business acumen necessary to grow into a successful financial advisor. Working closely with Advisors, Wealth Strategy professionals, and specialists across the firm, you'll play a key role in delivering exceptional client experiences while developing the skills needed to progress to an Advisor I position. In this role, you can expect to focus in the following areas: Supporting Lead and Co-Advisors in delivering a best-in-class client experience throughout the financial planning process. Capturing, organizing, and maintaining client financial information, including Ideal Futures Profiles and net worth statements. Assisting with financial planning software, data gathering, analysis, and plan preparation. Participating in client meetings, preparing agendas and materials, documenting notes, and managing follow-up action items. Coordinating planning, tax, and wealth transfer workflows with internal specialists. Conducting planning and tax-related research to support client recommendations. Completing planning projects and simpler client cases independently while developing technical expertise. Building knowledge of portfolio management, trading, rebalancing, and investment reporting. Developing confidence in discussing financial planning and investment concepts with clients. Completing Savant's Advisor Training Program and progressing toward CFP® certification.
Requirements
- Bachelor's degree in Financial Planning, Finance, Business, Accounting, Economics, or a related field.
- Recent college graduate or several years of professional experience, preferably within banking, wealth management, financial services, or a related industry.
- Currently pursuing or committed to obtaining the Certified Financial Planner™ (CFP®) designation.
- Ability to obtain a Series 65 license within six (6) months of hire.
- Strong analytical, organizational, and problem-solving skills.
- Exceptional attention to detail with the ability to manage multiple priorities and deadlines.
- Excellent verbal and written communication skills.
- Strong interpersonal skills with the ability to build trust and rapport with clients and team members.
- Demonstrated intellectual curiosity and commitment to continuous learning.
- Commitment to acting in accordance with Savant's investment philosophy, regulatory requirements, and ethical standards.
- All Financial Advisor applicants must have a clean U4 with no disclosures.
- Employment in this position will require a signed non-compete agreement, except in states where prohibited.
Nice To Haves
- Earn the trust and confidence of clients and team members while consistently delivering exceptional service.
- Ensure advisors are thoroughly prepared for client meetings through accurate planning, organization, and follow-through.
- Anticipate client needs and proactively contribute ideas and recommendations to advisory teams.
- Participate actively in client meetings and effectively communicate planning and investment concepts.
- Complete client-related tasks accurately, efficiently, and with a strong sense of urgency.
- Demonstrate strong judgment when prioritizing responsibilities and managing competing demands.
- Consistently follow Savant's client service processes and best practices.
- Show continuous growth in technical planning knowledge, client communication skills, and advisory responsibilities.
Responsibilities
- Supporting Lead and Co-Advisors in delivering a best-in-class client experience throughout the financial planning process.
- Capturing, organizing, and maintaining client financial information, including Ideal Futures Profiles and net worth statements.
- Assisting with financial planning software, data gathering, analysis, and plan preparation.
- Participating in client meetings, preparing agendas and materials, documenting notes, and managing follow-up action items.
- Coordinating planning, tax, and wealth transfer workflows with internal specialists.
- Conducting planning and tax-related research to support client recommendations.
- Completing planning projects and simpler client cases independently while developing technical expertise.
- Building knowledge of portfolio management, trading, rebalancing, and investment reporting.
- Developing confidence in discussing financial planning and investment concepts with clients.
- Completing Savant's Advisor Training Program and progressing toward CFP® certification.
Benefits
- Medical, dental, and vision coverage with multiple plan options
- Health Savings Account (HSA) or Flexible Spending Account (FSA)
- Company-paid life insurance, AD&D, and disability coverage
- 401(k) with company match (Roth and Traditional options)
- Team-based incentive opportunities and recognition programs
- Generous paid time off, plus at least 10 paid holidays
- Annual “Savantiversary” day
- Summer Hours (shorter work weeks during the summer)
- Parental leave, personal leave, and other life-event support
- Employee Assistance Program (EAP)
- Wellness reimbursements (e.g., gym memberships)
- Flexible “Dress for Your Day” approach
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
