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Multiple Associate Advisor Opportunities!

Employer
Savant Wealth Management
Location
In person in Lancaster, Hanover, or Wyomissing, PA
Salary
$60,000 per year + benefits
Closing date
May 29, 2024

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Job Role
Paraplanner
Employment Type
Full Time
Level
Entry Level
Experience Level
None
CFP® Certification
Pursuing

Job Details

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.

 

 

The Associate Advisor role is typically responsible for the following:

 

  • 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 clients 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.

 

 

 

A couple of special notes about our Associate Advisor positions: 

 

  • Associate Advisors are required earn their CFP designation within three (3) years to progress to an Advisor I. 

  • Must obtain a Series 65 license within three (3) months of starting the program.

  • This position is an in-person position. You can be based in Lancaster, Hanover, or Wyomissing PA. Please indicate your preferred location when completing the formal application submission.

  • This is a full-time position, with a minimum expected hour amount of 40 hours per week, you can expect 4-5 days of in-person work weekly. 

 

The Associate Advisor role typically requires the following qualifications:

 

Here are a few of our must haves:

  • Bachelors Degree from an accredited college or university in the areas of finance, accounting, economics and/or related field - those with a major in Finance / CFP  Track - highly considered.
  • 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® (CFP) designation. Strong preference will be given to candidates who have completed all necessary CFP coursework.
  • Obtain Series 65 designation within three months of hire.
  • You are proficient in Outlook, Word, Excel, and PowerPoint, as well as CRM software.
  • You will be process oriented, organized, detail-oriented, and able to multitask.
  • You always maintain a client first attitude.
  • You will exude excellent verbal and written communication skills to build strong interpersonal relationships at all levels of the organization.
  • You are a team player, you enjoy collaboration and helping others, but you can also work independently on project work.

 

Here are some skills that are helpful in your success:

  • You are a self-motivated, client-oriented, energetic, resourceful, and eager to learn person
  • You enjoy trouble shooting and problem solving to help others in a timely and efficient manner.
  • You will have a proven track record for solid attendance in your previous work experiences.
  • You will maintain a high level of technical knowledge by participating in educational opportunities and reading technical publications.

 

Why Join Us?

 

  • We are a growing firm, with opportunities for future growth and advancement in your role.

  • We offer health, vision, dental, and 401K benefit options for you and your family.

  • We believe in collaboration, innovation, excellence doing what’s right, and helping our team to provide a world class service

  • Our culture is steeped in Savant’s Midwestern roots as described through our corporate values of excellence, integrity, lifelong learning, respect, growth, and servant leadership. We are dedicated to living these values through our relationships with clients, each other, and the greater community. Our core values truly define the Savant way.

 

Let us help you on your path to your ideal career - apply today!

 

 

 

 

Collective Wisdom. We're Better Together.

 

At Savant Wealth Management, we are driven by a purpose to serve our clients with skill, passion and integrity. Inspired by collaboration, our team craves innovation, commitment to excellence and above all, doing what is right. We are up for any challenge. Since 1986 we have focused on committing to helping clients achieve peace of mind through our collective insight and wisdom. 

 

If you want to be part of a culture that is defined through strong values - Savant is right for you.

 

 

 

 

 

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

Company

Savant Wealth Management is a majority employee-owned, fee only, independent RIA  firm. For more than 30 years, we have worked to provide wise counsel to individuals, families, and businesses. We offer investment management, financial planning, retirement planning, and family office services to financially established individuals and institutions. We also offer corporate accounting, tax preparation, payroll and consulting. With over 300 employees and 24+ locations throughout the United States, we work together to help our clients and one another achieve their ideal futures. We are majority employee-owned and founder-led.

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