Associate Financial Advisor - Rockford
9/9/2021
Savant Wealth Management
Julie Pipitone
190 Buckley Drive
Rockford, IL 61107
Phone: 8152260300
jpipitone@savantwealth.com
Email
Savant Wealth Management
Title: Associate Advisor
Location: Rockford, IL
Job Summary
The Associate Financial 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 Financial 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 program offers 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.
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 further details and to apply please visit our career site at: