Savant Wealth Management
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Careers at Savant

sa∙vant (sa-vänt’) – n. a learned scholar: a wise person.

Since 1986, skilled individuals with a desire to serve others and to advance in their craft have been drawn to Savant. Our team is comprised of smart, talented, servant leaders, who strive for the best, both professionally and personally. We believe in collaboration, innovation, excellence, and doing the right thing, while providing world-class service to our clients. Our firm offers competitive wages, comprehensive benefits, and opportunities for growth while maintaining a positive work-life balance.

Careers at Savant

Are you ready to start your journey toward your ideal future and help others achieve theirs? Join our team and apply today!

Join Our Team at Savant Wealth Management!

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Who We Are

Teamwork

Our Team

Our Wise Counsel is comprised of the collective wisdom, expertise, and knowledge of Team Savant. Functioning much like a forward-thinking medical center, Savant hires the best and brightest specialists to create a synergistic and integrated team that is more effective collectively than separately.

The Perks

As an added value for our employees, we offer medical, vision, and dental insurance for those working in a full-time capacity. Flexible spending and health savings accounts can help with your out-of-pocket expenses. Among many other benefits, our employees enjoy paid time off, Summer Flex Fridays, paid holidays, 401(k) plan options, life and disability insurance, pet insurance, gym and warehouse store reimbursements, discount programs, and an employee assistance program.

What Makes Savant Different

Savant is distinguished by its independence and its employee ownership. We believe that all financial advice should be made in our clients’ best interests, and our employee ownership enables us to provide long-term continuity in our client relationships. In addition, ownership in our firm helps Savant attract and retain top talent in our industry.

Industry Recognition

Over the years, Savant has regularly received local and national awards and recognitions. We consider recognition by the media and our peers to be a reflection of our hard work and persistence to provide the best service and value to our clients, our team, and the communities we serve.

Values and Culture

Our culture is steeped in Savant’s Midwestern roots, described through our corporate values of excellence, integrity, lifelong learning, respect, growth, and servant leadership. We are dedicated to living these values through our relationships with clients, each other, and the greater community. Our core values truly define the Savant way.

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 by strong values – Savant is right for you.

Early Career Opportunities

We invite you to learn more about our Internship and Associate Opportunities.

Our Internship Opportunities

The Savant Intern position is a temporary position that exists to provide a student with a general department overview and supervised practical training. General duties will be assigned that will allow the student to develop entry-level skills required in a professional workplace. The duties and responsibilities of the position will vary and will be dependent upon the department where the intern is assigned to work. Savant offers a variety of internship opportunities in the following areas: wealth advisory, financial planning, retirement plan services, tax preparation, marketing, investment research, trading and operations, and compliance.

  • Summer internships are full-time
  • Spring or fall semester internships can be 10-20 hours per week
  • Tax season internships generally run from mid-January through mid-April; 20-40 hours per week

Our Associate Wealth Advisors

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. Associate Advisors must obtain a Series 65 license within three months of hire and are required earn their CFP designation to progress to an Advisor I. You will get the opportunity to:

  • Provide day-to-day support to advisors on clients and prospects, serving as the primary liaison with the client services team
  • Support advisors with meeting preparation, notes and entry of tasks
  • Master advisor technologies; keep CRM up-to-date
  • Prepare and deliver various financial planning analyses (i.e., tax, social security, insurance, stock option, Roth conversion, and pension analyses). Run MoneyGuide Pro data entry.
  • Complete investment analysis tasks
  • Assist with the new client onboarding

Our Tax Associates

The Tax Associate is an entry-level position in our Tax and Consulting department focused on tax preparation and assisting our consulting and specialized financial planning teams. This broad learning experience gives you exposure to tax preparation, financial planning and business consulting services (accounting, payroll, and other business services consulting). You will get the opportunity to:

  • Complete front-line preparation of tax returns
  • Manage client needs and requests; attend client meetings, as needed
  • Learns various software used for tax, paperless document storage and workflow
  • Gather research on complex tax issues
  • Assist with the preparation of monthly financial statements, including bank reconciliations, payroll processing, journal entries, etc.
  • Prepare and deliver various financial planning analyses
Gen X Woman Tan Spotlight

Join us at Savant!

Are you ready to start your journey toward your ideal future and help others achieve theirs? Apply today!

View our openings

Savant Views & News

August 8, 2023

Retirement Savings Basics

One of the keys to building a healthy and sustainable retirement savings plan is to take full advantage of an employer-sponsored retirement account. Here are several factors to consider when reviewing your retirement plan options.
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Click here for our Federal & State Law Posters.  Click here for our health plan’s Transparency in Coverage Pricing Data files.