What are the responsibilities and job description for the Associate Advisor - Middleton, WI position at Savant?
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.
The Associate Advisor position typically requires the following qualifications:
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Bachelor's degree in Financial Planning, Finance, Business, Accounting, Economics, or a related field.
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Recent college graduate or several years of professional experience, preferably within banking, wealth management, financial services, or a related industry.
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Currently pursuing or committed to obtaining the Certified Financial Planner™ (CFP®) designation.
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Ability to obtain a Series 65 license within six (6) months of hire.
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Strong analytical, organizational, and problem-solving skills.
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Exceptional attention to detail with the ability to manage multiple priorities and deadlines.
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Excellent verbal and written communication skills.
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Strong interpersonal skills with the ability to build trust and rapport with clients and team members.
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Demonstrated intellectual curiosity and commitment to continuous learning.
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Commitment to acting in accordance with Savant's investment philosophy, regulatory requirements, and ethical standards.
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All Financial Advisor applicants must have a clean U4 with no disclosures
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Employment in this position will require a signed non-compete agreement, except in states where prohibited
Successful Associate Advisors:
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Earn the trust and confidence of clients and team members while consistently delivering exceptional service.
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Ensure advisors are thoroughly prepared for client meetings through accurate planning, organization, and follow-through.
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Anticipate client needs and proactively contribute ideas and recommendations to advisory teams.
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Participate actively in client meetings and effectively communicate planning and investment concepts.
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Complete client-related tasks accurately, efficiently, and with a strong sense of urgency.
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Demonstrate strong judgment when prioritizing responsibilities and managing competing demands.
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Consistently follow Savant's client service processes and best practices.
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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:
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A competitive base salary, aligned to experience and role scope
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Performance-based incentives tied to growth, client retention, and overall contribution
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Equity and ownership opportunities as you grow with the firm, reinforcing our majority employee-owned model
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Access to additional incentive programs aligned with individual and firm success
This structure is designed to support advisors at every stage—providing income stability, meaningful upside potential, and the opportunity to build long-term wealth as part of a growing firm. Full compensation details, including incentive structures and equity participation, are discussed during the interview process.
What Sets Savant Apart
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Collaborative, integrated model across advisory, tax, and planning—no silos
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Growth-oriented firm, offering meaningful opportunities for career development and long-term impact
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Values-driven culture, grounded in excellence, integrity, lifelong learning, respect, growth, and servant leadership
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Majority employee-owned, giving our team a shared stake in our long-term success
Our Total Rewards
Core Benefits (Effective Day One):
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Medical, dental, and vision coverage with multiple plan options
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Health Savings Account (HSA) or Flexible Spending Account (FSA)
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Company-paid life insurance, AD&D, and disability coverage
Financial & Long-Term Rewards:
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401(k) with company match (Roth and Traditional options)
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Team-based incentive opportunities and recognition programs
Time Away & Flexibility:
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Generous paid time off, plus at least 10 paid holidays
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Annual “Savantiversary” day
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Summer Hours (shorter work weeks during the summer)
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Parental leave, personal leave, and other life-event support
Well-Being & Everyday Perks:
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Employee Assistance Program (EAP)
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Wellness reimbursements (e.g., gym memberships)
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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
Salary : $65,000 - $85,000