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:
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.
A couple of special notes about our Associate Advisor:
Associate Advisors are required earn their CFP designation within three (3) yearsto progress to an Advisor I.
Must obtain a Series 65 license within three (3)months of starting the program.
The Associate Advisor role typically requires the following qualifications:
Bachelor's Degree from an accredited college or university in the areas of financial planning, finance, business, accounting, economics and/or related field
New college graduates to several years of experience in a professional work environment, preferably in banking or financial services
Pursuing or committed to obtaining the Certified Financial Planner designation.
Obtain the Series 65 designation within three months of hire.
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
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