What are the responsibilities and job description for the Financial Advisor - Middleton, WI position at Savant?
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:
-
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.
-
Coordinate the comprehensive financial planning process in partnership with the Planning Team, including new client updates, portfolio changes, reviews, returns, and new opportunity identification.
-
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.
-
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.
-
Develop fluency in Savant’s IFP Roadmap Process and Investment Processes so you can confidently communicate our services to prospective clients and referral sources.
-
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.
-
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:
-
This role focuses on servicing and managing existing client relationships as a co-advisor while continuing to build client-facing advisory experience.
-
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.
-
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.
The Financial Advisor position typically requires the following qualifications:
-
Minimum 2-5 years of experience in an advisory support role, with demonstrated ability to develop and manage financial plans and client relationships.
-
Bachelor’s degree from an accredited college or university; MBA preferred.
-
Certified Financial Planner™ certification preferred upon hire or attained within two years of date of hire.
-
Financial planning and wealth management acumen, judgment, and experience.
-
Ability to prepare and present basic financial planning concepts to clients.
-
Ability to build business development networks and begin acquiring new clients.
-
Strong communication, listening, interpersonal, analytical, and problem-solving skills.
-
High attention to detail, accuracy, and timely follow-through, with the ability to manage multiple tasks and deadlines in a fast-paced environment.
-
Proficiency in Microsoft Word, Excel, PowerPoint, Outlook, and financial planning and securities balancing software.
-
Client-first attitude and a collaborative, team-oriented approach.
-
Understanding of and adherence to Savant’s investment philosophy, code of ethics, and regulatory compliance expectations.
-
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.
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 $70,000 - $100,000. Actual compensation will be determined based on several factors, including relevant experience, professional credentials, advisory expertise, qualifications, geographic location, and current market data.
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
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
-
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
Salary : $70,000 - $100,000