Financial Advisor - Middleton, WI
Posted
Deliver meaningful advice. Work at scale. Make a real impact.
Looking for a role where you can do more than support an advisor from the sidelines? As a Financial Advisor at Savant, you’ll step into meaningful client relationships, partner with experienced senior advisors, and help deliver comprehensive planning advice that makes a real impact. This is a growth-focused opportunity for an advisor who wants hands-on client exposure, a collaborative team behind them, and a clear path to build referral relationships, expand their influence, and develop into a stronger advisory professional.
In this role, you can expect to focus in the following areas:
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Serve as a co-advisor for existing client relationships, including documenting meetings and contacts, co-leading meetings, hosting standalone meetings, and taking the lead on routine and follow-up client communication.
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Coordinate the comprehensive financial planning process in partnership with the Planning Team, including new client updates, portfolio changes, reviews, returns, and new opportunity identification.
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Support new client relationship development by participating in prospect and new client planning meetings, managing client communications, and coordinating follow-up workflow for new clients.
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Build and execute a business development plan by growing your referral network, retaining clients, expanding wallet share, and generating new leads through personal prospecting and centers of influence.
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Develop fluency in Savant’s IFP Roadmap Process and Investment Processes so you can confidently communicate our services to prospective clients and referral sources.
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Adopt core Advisor AI tools to improve day-to-day efficiency, including AI note-taking, AI-driven client meeting insights, and data tools that support informed decision-making.
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Maintain a team-first approach by collaborating with colleagues, assisting where needed, and filling in for others to support exceptional client service.
A couple things to note about our Financial Advisor position:
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This role focuses on servicing and managing existing client relationships as a co-advisor while continuing to build client-facing advisory experience.
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Financial Advisor team members are expected to gain trust with clients and teammates, actively contribute in client meetings, and increasingly anticipate client needs with minimal oversight.
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The ideal candidate brings a client-first mindset, strong follow-through, attention to detail, professionalism, curiosity, and a desire to grow within a collaborative advisory team.