Advisory Training Associate Advisory Training Associate …

Savant Capital Management
in Peoria, IL, United States
Permanent, Full time
Be the first to apply
Savant Capital Management
in Peoria, IL, United States
Permanent, Full time
Be the first to apply
Advisory Training Associate
  1. Jobs
Advisory Training Program (ATP) Associate Advisory Training Program (ATP) Associate
  • - Peoria, IL
  • Salary
  • Full Time
  • Comprehensive Benefits Package

Job Summary
The Advisory Training Program (ATP) 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. This is a rotational program where participants will be exposed to a broad range of assignments while rotating through four different functional areas of the firm: Investment Research and Trading Services, Financial Planning and Tax Services, Client Concierge Team and Implementation Services. Participants will gain a unique insight and understanding into business operations. The ATP program offers candidates exposure to various job functions critical to success as a Financial Advisor.

Duties and Responsibilities
The ATP 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 ATP Associate to obtain a sound understanding of the operational and financial basics prior to graduating into the role of a Financial Advisor. ATP 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 Wealth Management. Seminars and other training sessions may also be required.
Examples of projects and areas of comprehension where ATP 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, other similar 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.

• Bachelor's Degree from an accredited college or university in the areas of finance, accounting, economics and/or related field
• 1- 3 years experience in a professional work environment, preferably in accounting or financial services
• Cumulative GPA of 3.2 / 4.0 or above
• 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

Savant Wealth Management
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