Client Discovery Advisor - Middleton, WI

Savant•Middleton, WI

3d•Hybrid

About The Position

Savant is growing rapidly, and the Client Discovery Team is crucial for initiating new client relationships. This role involves qualifying and nurturing prospects before they are handed off to Financial Advisors. It offers strong early income potential through incentives and a clear path toward becoming a CFP and Advisor. Team members gain daily exposure to real clients, conversations, and outcomes. The position is fast-paced, client-facing, and metrics-driven, with direct visibility into performance and impact. The role is based in Middleton, WI, requiring a minimum of 3 days per week in the office. It is a full-time position that may involve some evening and Saturday morning hours. In addition to a competitive base salary and benefits, this role includes a lucrative incentive plan.

Requirements

Bachelor’s degree in business, finance, marketing, communication, or a related field.
1–2+ years of experience in an inside sales, business development, or client-facing role.
Series 65 license (or actively working toward licensure).
Clear, confident communication skills — both written and verbal.
Proven ability to work within an enterprise-level CRM environment.
Comfort managing multiple priorities in a high-volume, fast-moving setting.
Strong analytical, organizational, and follow-through skills.
A professional, composed presence with clients, prospects, and internal teams.
Authorized to work for any employer in the U.S.

Nice To Haves

Prior experience in financial services, wealth management, or another regulated environment.
Currently pursuing the CFP designation (or planning to begin in the near term).
Experience qualifying inbound leads and guiding early-stage client conversations.
Exposure to compliance or regulatory considerations within financial services.

Responsibilities

Engage and manage inbound leads from phone calls, emails, website inquiries, and marketing campaigns.
Make outbound calls to educate prospects, uncover needs, and identify opportunities.
Qualify prospective clients against Savant’s services and schedule initial consultations with Financial Advisors.
Track, monitor, and manage prospects through Savant’s CRM.
Partner closely with Advisory, Marketing, and Business Development teams.
Maintain accurate reporting on lead flow, activity, and conversion outcomes.
Consistently execute high-quality outreach activity on a daily basis.
Help identify and develop new inbound and outbound partnership opportunities.