About this role
Associate Advisor at Savant. Location: Middleton, Wisconsin, United States. Role: supporting advisors, capturing information, preparing plans Requirements: Entry-level advisory role pursuing CFP®, ability to obtain Series 65 within 6 months, bachelor's degree background preferred, strong analytical, communication, and client service skills, clean U4, willingness to sign non-compete. Category: Finance and Accounting Seniority: Entry Level Certifications: series 65, cfp Commitment: Full Time Workplace: Hybrid Languages: English