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The Associate Advisor is an entry-level advisory position focused on mastering client service and the implementation of the Savant wealth management process. The Associate Advisor is pursuing a CFP designation and gaining financial planning knowledge and skills in the role. This individual works closely with their advisory team members to provide day to day support to clients and prospects, assist in the preparation and presentation of financial plans, and prepare and manage the follow-up of client meetings. In addition, Associate Advisors complete the Savant Advisor Training Program (SATP), a development program designed for high-potential individuals who are interested in learning the skills and knowledge required to become a Financial Advisor. This is a rotational program, offering candidates exposure to various job functions critical to success as a Financial Advisor. Program duration will be tailored based upon the baseline knowledge, skills and experience of the incumbent.
The Associate Advisor role is typically responsible for the following:
The Associate Advisor role typically requires the following qualifications:
Full Time
$89k-109k (estimate)
06/07/2024
07/04/2024
The job skills required for Associate Financial Advisor include Accounting, Planning, Written Communication, Collaboration, etc. Having related job skills and expertise will give you an advantage when applying to be an Associate Financial Advisor. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Associate Financial Advisor. Select any job title you are interested in and start to search job requirements.