What are the responsibilities and job description for the Associate Advisor - Middleton, WI - Summer 2025 Start position at Savant Wealth Management?
Job Details
Description
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Master The Savant Way best practices related to our client experience and Ideal Futures Process.
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Helps support the Lead or Co-Advisor during the client onboarding process
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Captures, organizes and audits client data and net worth statement (Ideal Futures Profile) to support Advisors and the Wealth Strategy team in providing comprehensive and proactive advice
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Supports Lead Advisor and Co-Advisor with financial planning software and data input.
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Participates in client meetings to support advisors with meeting preparation, notes and task follow-up
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Coordinates workflow and case work with tax, wealth transfer and planning specialists on behalf of the Lead or Co-Advisor
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Complete advisory self-perform planning projects and simple planning cases independently
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Support Wealth Strategy Team on completion of more complex cases on clients they are assigned and/or other work assigned to them on other clients.
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Researches planning and tax matters on behalf of the Lead and Co-Advisors
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Gradually increases speaking roles in client meetings on specific financial plan and investment topics as experience increases
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Builds relationship with Advisors and clients to position themselves to eventually assume a Co-Advisor role when they are promoted to an Advisor I
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Maintains and updates clients Ideal Futures Profile to support Advisors and the Wealth Strategy Team
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Completes the Advisor Training Program, including tax, planning and wealth transfer team support
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Build strong technical knowledge of portfolio management, rebalancing, trading, and creating and interpreting various client reports.
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Demonstrate intellectual curiosity, actively building knowledge of financial markets and the Savant investment philosophy. Begin to address client questions regarding their investment portfolio and/or performance.
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Associate Advisors are required earn their CFP designation within three (3) years to progress to an Advisor I.
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Must obtain a Series 65 license within three (3) months of starting the program.
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The anticipated start date for this role is Summer 2025.
Qualifications
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Bachelors Degree from an accredited college or university in the areas of finance, accounting, economics and/or related field
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New college graduates to several years of experience in a professional work environment, preferably in accounting or financial services
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Pursuing or committed to obtaining the Certified Financial Planner® (CFP) designation. Strong preference will be given to candidates who have completed all necessary CFP coursework.
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Obtain Series 65 designation within three months of hire.
Why Join Us?
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We are a growing, fee-only, independent, majority employee-owned RIA.
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We believe in collaboration, innovation, excellence, doing what’s right, and helping our team to provide world class service.
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We help our clients reach their ideal futures.
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Our culture is described through our corporate values of excellence, integrity, lifelong learning, respect, growth, and servant leadership. These core values truly define the “Savant Way.” We are dedicated to living these values through our relationships with clients, each other, and the communities in which we serve.
The Perks:
At Savant, we are committed to supporting our employees' well-being and growth. We offer a comprehensive range of benefits designed to enhance both your personal and professional life. Below is a list of our offerings. The specific benefits available for this role can be discussed in detail during the hiring process.
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Comprehensive Benefits Package on Day One: Enjoy immediate access to a robust benefits package starting on your first day of employment.
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Choice of Medical Plans: Select from two medical plans tailored to fit your needs.
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Health & Wellness Accounts: Opt for a Health Savings Account (HSA) or Flexible Spending Account (FSA) to manage your healthcare expenses.
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Flexible Dental Coverage: Choose between two dental plan options for optimal oral health.
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Vision Insurance: Keep your eyes healthy with our vision insurance plan.
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Company-Paid Life & AD&D Insurance: Feel secure with fully covered basic life insurance and accidental death & dismemberment benefits.
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Company-Paid Disability Coverage: Rest easy knowing you’re covered with both short-term and long-term disability plans.
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401(k) with Company Match: Invest in your future with both Roth and Traditional 401(k) plans, featuring a per pay period company match.
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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 Fridays.
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Employee Recognition: Be celebrated with monetary awards through our recognition program.
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Team Incentive Plans: Participate in our team incentive plan for additional earning opportunities.
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Employee Assistance Program: Access support through our Employee Assistance Program whenever you need it.
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Exclusive Discounts: Take advantage of various discount programs for additional savings.
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Wellness Reimbursements: Get reimbursed for gym memberships and other wellness programs to stay fit and healthy.
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Additional Perks: Get reimbursed for your warehouse club memberships and receive an allowance for Savant Swag.
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required of the incumbent in this position. Any combination of equivalent education and work experience will be considered.
Savant Capital LLC, is an Equal Opportunity Employer.
We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.
All applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.
