Overview
Are you looking for a clear career path to becoming a Financial Advisor with a top rated, independent, RIA? Savant's Associate Advisor role is the perfect opportunity to step into 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.
Why Join Us?
- We are a growing firm, with opportunities for future growth and advancement in your role.
- We offer health, vision, dental, and 401K benefit options for you and your family.
- We believe in collaboration, innovation, excellence doing what’s right, and helping our team to provide a world class service
- Our culture is steeped in Savant’s Midwestern roots as described through our corporate values of excellence, integrity, lifelong learning, respect, growth, and servant leadership. We are dedicated to living these values through our relationships with clients, each other, and the greater community. Our core values truly define the Savant way.
Let us help you on your path to your ideal career - apply today!
Job Responsibilities
Associate Advisors are required earn their CFP designation to progress to an Advisor I. In addition they must obtain a Series 65 license within six months of starting the program.
- Master The Savant Way best practices related to our client experience and Ideal Futures Process.
- Helps support the Lead or Co-Advisor during the client onboarding process
- 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
- Supports Lead Advisor and Co-Advisor with financial planning software and data input.
- Participates in client meetings to support advisors with meeting preparation, notes and task follow-up
- Coordinates workflow and case work with tax, wealth transfer and planning specialists on behalf of the Lead or Co-Advisor
- Complete advisory self-perform planning projects and simple planning cases independently
- 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.
- Researches planning and tax matters on behalf of the Lead and Co-Advisors
- Gradually increases speaking roles in client meetings on specific financial plan and investment topics as experience increases
- Builds relationship with Advisors and clients to position themselves to eventually assume a Co-Advisor role when they are promoted to an Advisor I
- Maintains and updates clients Ideal Futures Profile to support Advisors and the Wealth Strategy Team
- Completes the Advisor Training Program, including tax, planning and wealth transfer team support
- Build strong technical knowledge of portfolio management, rebalancing, trading, and creating and interpreting various client reports.
- 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.
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.
*Please note, to be hired as an employee of Savant Wealth you must claim residence in one of the following states: Alabama, Arizona, Colorado, Delaware, Florida, Georgia, Iowa, Illinois, Indiana, Massachusetts, Michigan, Minnesota, New Mexico, Ohio, Pennsylvania, Tennessee, Texas, Virginia, Vermont, Wisconsin.
How to Apply
Please apply for this position through Savant Wealth Management's online application (see locations below). Please reference your affiliation with the Evans Scholars Foundation in your resume and application. Once you apply, please email your resume to Dan Puglisi (Senior Director of Career Services) for a direct referral.