Associate Advisor - Middleton, WI

Savant Wealth Management; Town of Middleton (WI); On-site; USD 65,000 - 85,000; Full time

Benefits offered by this job

Health insurance

Paid time off

401(k) with match

Job summary

Savant Wealth Management in Middleton, WI is seeking an Associate Advisor to support clients, develop financial plans, and learn The Savant Way while progressing toward CFP certification. This entry‑level role emphasizes technical planning, client relationships, and business acumen as you grow into an Advisor I position.

The role offers a hybrid work model with standard business hours, and a six‑month target to obtain a Series 65 license.

Qualifications

• Bachelor’s degree in a related field is required.
• Pursuing CFP designation or equivalent is expected.
• Ability to obtain Series 65 within 6 months.

Responsibilities

• Support Lead and Co-Advisors in delivering client experiences throughout the financial planning process.
• Capture and organize client financial information and planning data.
• Assist with planning software, data gathering, analysis, and plan preparation.
• Participate in client meetings, prepare materials, take notes, and track follow-up tasks.
• Coordinate planning, tax, and wealth transfer workflows with internal specialists.
• Conduct planning and tax-related research to support recommendations.
• Complete planning projects and simpler client cases independently while building expertise.
• Develop knowledge of portfolio management, trading, and investment reporting.
• Build confidence discussing planning and investment concepts with clients.
• Complete Savant’s Advisor Training Program and pursue CFP designation.

Skills

Strong analytical skills

Excellent communication

Interpersonal skills

Attention to detail

Time management

Education

Bachelor's degree in Financial Planning, Finance, Business, Accounting, Economics, or a related field

Job description

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.

In this role, you can expect to focus in the following areas:

• Supporting Lead and Co‑Advisors in delivering a best‑in‑class client experience throughout the financial planning process.
• Capturing, organizing, and maintaining client financial information, including Ideal Futures Profiles and net worth statements.
• Assisting with financial planning software, data gathering, analysis, and plan preparation.
• Participating in client meetings, preparing agendas and materials, documenting notes, and managing follow‑up action items.
• Coordinating planning, tax, and wealth transfer workflows with internal specialists.
• Conducting planning and tax‑related research to support client recommendations.
• Completing planning projects and simpler client cases independently while developing technical expertise.
• Building knowledge of portfolio management, trading, rebalancing, and investment reporting.
• Developing confidence in discussing financial planning and investment concepts with clients.
• Completing Savant's Advisor Training Program and progressing toward CFP® certification.

A couple things to note about our Associate Advisor position:

• Middleton, WI
• Hybrid work environment with in‑office collaboration expectations determined by business and team needs. Typical working hours
• Typical Hours: Standard business hours, Monday through Friday, with occasional flexibility based on client and team needs.
• This position is designed as a career development pathway into an Advisor I role.
• 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.
• Associate Advisors are expected to earn their CFP® designation, or another approved designation, within three (3) years of entering the role.

Qualifications

• Bachelor's degree in Financial Planning, Finance, Business, Accounting, Economics, or a related field.
• Recent college graduate or several years of professional experience, preferably within banking, wealth management, financial services, or a related industry.
• Currently pursuing or committed to obtaining the Certified Financial Planner™ (CFP®) designation.
• Ability to obtain a Series 65 license within six (6) months of hire.
• Strong analytical, organizational, and problem‑solving skills.
• Exceptional attention to detail with the ability to manage multiple priorities and deadlines.
• Excellent verbal and written communication skills.
• Strong interpersonal skills with the ability to build trust and rapport with clients and team members.
• Demonstrated intellectual curiosity and commitment to continuous learning.
• Commitment to acting in accordance with Savant's investment philosophy, regulatory requirements, and ethical standards.
• All Financial Advisor applicants must have a clean U4 with no disclosures.
• Employment in this position will require a signed non‑compete agreement, except in states where prohibited.

Successful Associate Advisors

• Earn the trust and confidence of clients and team members while consistently delivering exceptional service.
• Ensure advisors are thoroughly prepared for client meetings through accurate planning, organization, and follow‑through.
• Anticipate client needs and proactively contribute ideas and recommendations to advisory teams.
• Participate actively in client meetings and effectively communicate planning and investment concepts.
• Complete client‑related tasks accurately, efficiently, and with a strong sense of urgency.
• Demonstrate strong judgment when prioritizing responsibilities and managing competing demands.
• Consistently follow Savant's client service processes and best practices.
• Show continuous growth in technical planning knowledge, client communication skills, and advisory responsibilities.

The Perks

At Savant, we invest in our people—supporting both their well‑being and long‑term growth. We take a market‑based, growth‑oriented approach to advisor compensation designed to reward both client impact and long‑term value creation. The expected base salary range for this role is $65,000 - $85,000 with final pay determined by a number of factors including experience, skills, and location.

Our Advisor Compensation Model Includes

• A competitive base salary, aligned to experience and role scope.
• Performance‑based incentives tied to growth, client retention, and overall contribution.
• Equity and ownership opportunities as you grow with the firm, reinforcing our majority employee‑owned model.
• Access to additional incentive programs aligned with individual and firm success.

What Sets Savant Apart

• Collaborative, integrated model across advisory, tax, and planning—no silos.
• Growth‑oriented firm, offering meaningful opportunities for career development and long‑term impact.
• Values‑driven culture, grounded in excellence, integrity, lifelong learning, respect, growth, and servant leadership.
• Majority employee‑owned, giving our team a shared stake in our long‑term success.

Our Total Rewards

Core Benefits (Effective Day One)

• Medical, dental, and vision coverage with multiple plan options.
• Health Savings Account (HSA) or Flexible Spending Account (FSA).
• Company‑paid life insurance, AD&D, and disability coverage.

Financial & Long-Term Rewards

• 401(k) with company match (Roth and Traditional options).
• Team‑based incentive opportunities and recognition programs.

Time Away & Flexibility

• Generous paid time off, plus at least 10 paid holidays.
• Annual “Savantiversary” day.
• Summer Hours (shorter work weeks during the summer).
• Parental leave, personal leave, and other life‑event support.

Well‑Being & Everyday Perks

• Employee Assistance Program (EAP).
• Wellness reimbursements (e.g., gym memberships).
• Flexible “Dress for Your Day” approach.

We’re happy to share more details about our benefits and total rewards during the hiring process.

Take your career to new heights, apply today!

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.

We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.

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