Growth-Focused Financial Advisor (Co-Advisor)

SAVANT; Town of Middleton (WI); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Medical, dental, vision

HSA or FSA

401(k) with match

Paid time off

Summer hours

Equity opportunities

Job summary

Savant Capital LLC is seeking a Financial Advisor to act as a co-advisor, manage existing client relationships, and drive thoughtful planning. You will partner with senior advisors and the Planning Team to deliver comprehensive financial plans, while expanding your referral network and building trust with clients.

The role emphasizes hands-on client exposure, collaboration, and growth within a team-driven, advisor-centric culture, with a clear path to leadership and ownership opportunities.

Qualifications

• Bachelor's degree required; MBA preferred.
• CFP certification preferred on hire or within two years.
• Experience in advisory support and financial planning is essential.

Responsibilities

• Serve as a co-advisor for existing client relationships and document meetings.
• Coordinate the comprehensive financial planning process with the Planning Team.
• Support new client relationship development and onboarding.
• Develop and execute a business development plan to grow referrals and wallet share.
• Adopt Advisor AI tools to improve meeting notes and insights.
• Collaborate with the team to ensure exceptional client service.

Skills

Client relationships

Financial planning

Communication

Analytical thinking

Problem solving

Education

Bachelor's degree

MBA preferred

Tools

MS Office

Financial planning software

Job description

Savant Capital LLC is seeking a Financial Advisor to act as a co-advisor, manage existing client relationships, and drive thoughtful planning. You will partner with senior advisors and the Planning Team to deliver comprehensive financial plans, while expanding your referral network and building trust with clients.

The role emphasizes hands-on client exposure, collaboration, and growth within a team-driven, advisor-centric culture, with a clear path to leadership and ownership opportunities.