Y Combinator Associate Advisor - Middleton, WI
Are you passionate about financial planning and eager to build a career as a trusted advisor? 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:
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Supporting Lead and Co-Advisors in delivering a best-in-class client experience throughout the financial planning process.
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Capturing, organizing, and maintaining client financial information, including Ideal Futures Profiles and net worth statements.
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Assisting with financial planning software, data gathering, analysis, and plan preparation.
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Participating in client meetings, preparing agendas and materials, documenting notes, and managing follow-up action items.
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Coordinating planning, tax, and wealth transfer workflows with internal specialists.
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Conducting planning and tax-related research to support client recommendations.
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Completing planning projects and simpler client cases independently while developing technical expertise.
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Building knowledge of portfolio management, trading, rebalancing, and investment reporting.
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Developing confidence in discussing financial planning and investment concepts with clients.
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Completing Savant's Advisor Training Program and progressing toward CFP® certification.
A couple things to note about our Associate Advisor position:
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Middleton, WI
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Hybrid work environment with in-office collaboration expectations determined by business and team needs. Typical working hours
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Typical Hours: Standard business hours, Monday through Friday, with occasional flexibility based on client and team needs.
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This position is designed as a career development pathway into an Advisor I role.
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Associate Advisors are required to obtain a Series 65 license within six (6) months of hire, with a goal of obtaining the license within the first three (3) months.
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Associate Advisors are expected to earn their CFP® designation, or another approved designation, within three (3) years of entering the role.