Hiring: Financial Advisor - Middleton, WI Company: Savant Wealth Management Location: Middleton, WI Job Posted Time: 2026-09-15 13:11:47 Target Skills & Keywords : Financial Planning, Microsoft Excel, Microsoft PowerPoint, Regulatory Compliance, Wealth Management About the job Experience: •2-5 years of experience in an advisory support role, with demonstrated ability to develop and manage financial plans and client relationships. •5 years of experience in an advisory support role, with demonstrated ability to develop and manage financial plans and client relationships. Qualifications: •Minimum 2-5 years of experience in an advisory support role, with demonstrated ability to develop and manage financial plans and client relationships. •Bachelor’s degree from an accredited college or university; MBA preferred. •Certified Financial Planner™ certification preferred upon hire or attained within two years of date of hire. •Financial planning and wealth management acumen, judgment, and experience. •Demonstrated capacity to prepare and present basic financial planning concepts to clients. •Demonstrated capacity to build business development networks and begin acquiring new clients. •Strong communication, listening, interpersonal, analytical, and problem-solving skills. •High attention to detail, accuracy, and timely follow-through, with the ability to manage multiple tasks and deadlines in a fast-paced environment. •Proficiency in Microsoft Word, Excel, PowerPoint, Outlook, and financial planning and securities balancing software. •Client-first attitude and a collaborative, team-oriented approach. Compensation: •$70,000 - $100,000 / year •Flexible work environment (work from home / hybrid options) •Equity and ownership opportunities as you grow with the firm, reinforcing our majority employee-owned model Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!