Savant Wealth Management · 1 month ago
Associate Advisor - St. Paul, MN
St Paul, MN
Full-time
Onsite
New Grad, Entry Level
$61K/yr - $89K/yr
0+ years expSavant Wealth Management is a trusted fiduciary partner that focuses on building ideal futures for clients. The Associate Advisor role is designed for entry-level professionals eager to learn and grow in wealth management, providing support to advisory teams and developing technical expertise in financial planning.
ConsultingFinancial ServicesWealth Management
No H1B
Responsibilities
Support Lead and Co-Advisors throughout the client lifecycle, including onboarding, meeting preparation, follow-up, and ongoing service
Participate in client meetings, capturing notes, coordinating next steps, and gradually increasing speaking responsibilities over time
Maintain and update client information, including the Ideal Futures Profile and net worth statements, to support proactive planning
Assist with financial planning software, data input, and preparation of plans and client reports
Complete simple planning cases independently and support more complex cases alongside the Wealth Strategy, Tax, and Wealth Transfer teams
Research financial planning, investment, and tax-related topics on behalf of Advisors and clients
Master Savant’s client experience standards, Ideal Futures Process, and internal best practices
Coordinate workflows and case work with internal specialists to ensure a seamless client experience
Complete Savant’s Advisor Training Program, gaining exposure to tax, planning, and wealth transfer disciplines
Build strong technical knowledge of portfolio management, rebalancing, trading, and investment reporting
Develop fluency in Savant’s investment philosophy and begin addressing basic client questions related to portfolios and performance
Build trusted relationships with Advisors and clients to prepare for future progression into an Advisor I / Co-Advisor role
Qualification
Required
Bachelor's degree from an accredited college or university in financial planning, finance, business, accounting, economics, or a related field
New college graduates up to several years of professional experience; financial services or banking experience preferred
Actively pursuing or committed to obtaining the Certified Financial Planner® (CFP®) designation
Ability to obtain the Series 65 license preferably within 3 months and no later than 6 months of hire
Strong attention to detail, organization, and follow-through in a fast-paced environment
Excellent written and verbal communication skills
A client-first mindset with a passion for service and continuous learning
Collaborative, professional, and aligned with Savant's core values
Preferred
Financial services or banking experience preferred
Benefits
Benefit Eligibility on Day One: Enjoy immediate access to a robust benefits package starting on your first day of employment.
Choice of Medical Plans: Select from two medical plans tailored to fit your needs.
Health & Wellness Accounts: Opt for a Health Savings Account (HSA) or Flexible Spending Account (FSA) to manage your healthcare expenses.
Flexible Dental Coverage: Choose between two dental plan options for optimal oral health.
Vision Insurance: Keep your eyes healthy with our vision insurance plan.
Company-Paid Life & AD&D Insurance: Feel secure with fully covered basic life insurance and accidental death & dismemberment benefits.
Company-Paid Disability Coverage: Rest easy knowing you’re covered with both short-term and long-term disability plans.
401(k) with Company Match: Invest in your future with both Roth and Traditional 401(k) plans, featuring a per pay period company match.
Generous Paid Time Off: Benefit from PTO that increases with your years of service, at least 11 paid holidays each year, a paid day each year for your Savantiversary, and enjoy shorter work weeks with our Summer Hours.
Additional Leave and Time Off Benefits: Personal leave, parental leave, professional development paid time, and bereavement pay are just a few examples of how you will be supported with time off and other benefits during life's most critical moments.
Dress Code: Enjoy a “Dress for Your Day” approach to your style. We offer wardrobe flexibility based on office culture, client expectations, and your daily schedule.
Employee Recognition: Enjoy monetary awards through our recognition program.
Team Incentive Plans: Participate in our team incentive plan for additional earning opportunities.
Employee Assistance Program: Access support through our Employee Assistance Program whenever you need it.
Exclusive Discounts: Take advantage of various discount programs for additional savings.
Wellness Reimbursements: Get reimbursed for gym memberships and other wellness programs to stay fit and healthy.
Additional Perks: Get reimbursed for your warehouse club memberships and receive an allowance for Savant Swag.
Company
Savant Wealth Management
Savant Wealth Management specializes in investment, financial planning, accounting, retirement plans and consultation.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Brent Brodeski
Founder & Chief Executive Officer
Recent News
Business Wire
2025-11-04
2025-09-10
Company data provided by crunchbase