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  • Savant Advisor Development Program Associate

    Savant Capital Management
    Job Description
    Job Summary
    The Savant Advisor Development Program (ADP) is a development program designed for high-potential recent college graduates who are interested in learning the skills and knowledge required to become a Financial Advisor.   In this rotational program, participants will be exposed to a broad range of assignments while rotating through different functional areas of the firm including Investment Research and Trading Services, Financial Planning and Tax Services, Client Concierge Team and Advisory Services. Participants will gain a unique insight and understanding into business operations.  The ADP program offers candidates exposure to various job functions critical to success as a Financial Advisor.   
     
    Duties and Responsibilities

    The ADP  Associate will participate in four rotations within core functional areas of Savant Capital Management.  Each rotation will last for a period of two to  six months allowing the ADP Associate to obtain a sound understanding of the operational and financial basics prior to graduating into the role of a Financial Advisor.  ADP Associates will also be required to enroll in the Certified Financial Planner (CFP®) program at the earliest practical date, where financial assistance for the (CFP®) designation will be provided by Savant Capital Management.  Seminars and other training sessions may also be required.

    Examples of projects and areas of comprehension where ADP Associates can expect to focus their attention are:
    Investment analysis
    Net worth statement
    Cost basis
    Pension analysis
    Annuity analysis
    401(k) prescription
    Option analysis
    Social Security analysis
    Education analysis
    Retirement projections
    Ideal Futures Assessment tool (Comprehensive Planning)
    Life insurance analysis
    Tax estimate (ROTH, withdrawals, etc.)
    Portfolio Analysis Value Enhancing (PAVE)
    Estate plan review
    Various investment committee projects, e.g. review allocations in international stocks, othersimilar analytics
    Model returns reporting – weekly/monthly
    New client implementation reviews
    Portfolio reviews (prior to MRA)
    Assist with fielding client transition questions
    Non-model asset maintenance
    Trading projects
    Portfolio Management System
    Billing, quarterly reporting, GIPS, period-end integrity
    Client communications
    Client Relations Management system
    Client Investment Policy statement
    Client meeting packets
    Client service plans
    Client held-away accounts
    All other tasks or duties as assigned
     
    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.
     
    Qualifications 
    Bachelor’s Degree from an accredited college or university in the areas of finance, accounting, economics and/or related field
    Experience:  1- 3 years work experience in accounting and/or financial services
    Certifications:  CPA and/or CFP preferred
    Candidates must have the ability to work in the U.S.
    Strong analytical and problem-solving skills
    Financial planning/wealth management acumen and judgment
    Excellent verbal and written communication skills
    Client first attitude
    The ability to collaborate with others as part of a team
    Detail-oriented, ability to multitask and work in a fast-paced environment
    Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook
     
    Any combination of equivalent education and work experience will be considered.
    Savant Capital, LLC is an Equal Opportunity Employer
    Contact Information