About this role
Associate Advisor at Savant. Location: Plymouth or Peoria. Role: supporting advisors, preparing plans, conducting research Requirements: Bachelor's degree preferred, pursuing CFP®, obtain Series 65 within 6 months, strong analytical and communication skills, clean U4 required, ability to support advisors and develop financial plans. Category: Finance Seniority: Entry Level Certifications: series 65, cfp Commitment: Full Time Workplace: Hybrid Languages: English