Associate Advisor - Huntsville, Al

Savant Wealth Management, a nationally recognized fee-only, independent RIA firm is adding an Associate Advisor to the Huntsville, AL team. Recently, Savant Wealth Management joined forces with Alabama-based  Bridgeworth Wealth Management, a woman-led RIA firm with 26 advisors and 58 total employees working from offices in Birmingham and Huntsville. As the 2023 InvestmentNews #1 ‘Best Place to Work’ for RIA firms in the country1, Bridgeworth is an excellent fit and addition to Team Savant.

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. 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. Program duration will be tailored based upon the baseline knowledge, skills and experience of the incumbent.

Description and Requirements of our Associate Advisor

• 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 other special notes about our Associate Advisor:

• Associate Advisors are required to 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

The Associate Advisor role typically requires the following qualifications:

• Bachelors Degree from an accredited college or university in the areas of finance, financial planning, business, accounting, economics and/or related field
• New college graduates to several years of experience in a professional work environment, preferably in banking or financial services
• Pursuing or committed to obtaining the Certified Financial Planner® (CFP) designation
• Obtain Series 65 designation within three (3) months of hire

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 and strengthened as we grow and expand our footprint. Our corporate values of excellence, integrity, lifelong learning, respect, growth, and servant leadership are lived out 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.

1 InvestmentNews Best Places to Work 2023. Employees participated in optional and anonymous online surveys. Research was compiled by the Best Companies Group on behalf of InvestmentNews. Honorees were ranked solely on their survey results. There was no cost or fees associated.

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