Associate Advisor - Rockford

9/8/2021
Savant Wealth Management
Julie Pipitone
190 Buckley Drive Rockford, IL 61107 Phone: 8152260300
jpipitone@savantwealth.com
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Savant Wealth Management

Title:          Associate Advisor

Location:  Rockford, IL


Job Summary

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.


Duties and Responsibilities

Associate Advisors are required earn their CFP designation to progress to an Advisor I. In addition they must obtain a Series 65 license within six months of starting the program.


• 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 client’s 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.



Qualifications

• Bachelor’s Degree from an accredited college or university in the areas of finance, accounting, economics and/or related field

• New college graduates to several years of experience in a professional work environment, preferably in accounting or financial services

• Pursuing or committed to obtaining the Certified Financial Planner® designation.

• Obtain Series 65 designation within six months of hire.


Any combination of equivalent education and work experience will be considered.


Savant Capital, LLC is an Equal Opportunity Employer


For more information and to apply, please visit our career site at:

https://www.paycomonline.net/v4/ats/web.php/jobs/ViewJobDetails?job=65135&clientkey=DAEBEC2B89AE4006AB70EF20664AD913