Client Discovery Advisor - Middleton, WI

Client Discovery Advisor - Middleton, WI

Middleton WI - Middleton, WI 53562

Overview

Position Type Full Time Job Shift Day

Description

Not every growth role looks the same — and we're not trying to pretend this one does. At Savant, our Client Discovery Team plays a critical role in how new relationships begin. We're growing steadily, lead volume is strong, and the work matters — but it also takes focus, consistency, and a real commitment to learning the business. We're hiring a Client Discovery Advisor to help us meet that demand responsibly — someone who's licensed (or actively working toward licensure), curious, and motivated by building real momentum early in a career in wealth management. Why this role exists Savant is growing — fast. Our Client Discovery Team sits at the intersection of marketing, sales, and advisory, qualifying and nurturing prospects before they transition to Financial Advisors. Licensed team members are creating real momentum:

• Strong early income through incentives
• A clear runway toward CFP and Advisor roles
• Daily exposure to real clients, real conversations, and real outcomes

This is a performance‑based role, where incentive compensation is directly tied to results — offering significant upside and long‑term earning potential for those who consistently perform. What you'll do (day‑to‑day) As a Client Discovery Advisor, you'll be responsible for moving prospects through Savant's sales funnel — from first contact to advisor handoff. You will:

• Engage and manage inbound leads from phone calls, emails, website inquiries, and marketing campaigns
• Make outbound calls to educate prospects, uncover needs, and identify opportunities
• Qualify prospective clients against Savant's services and schedule initial consultations with Financial Advisors
• Track, monitor, and manage prospects through Savant's CRM
• Partner closely with Advisory, Marketing, and Business Development teams
• Maintain accurate reporting on lead flow, activity, and conversion outcomes
• Consistently execute high‑quality outreach activity on a daily basis
• Help identify and develop new inbound and outbound partnership opportunities

This role is fast‑paced, client‑facing, and metrics‑driven — with direct visibility into performance and impact. What success looks like Successful Client Discovery Advisors:

• Create consistent, high‑quality opportunities for Advisors
• Build trust quickly with prospects through strong listening and communication
• Stay organized and calm under pressure when volume is high
• Take ownership of their results — and their growth path
• Move confidently toward advanced credentials and advisory roles

A couple things to note about this role:

• Located in our Middleton, WI, this role will collaborate closely with the Client Discovery Team. We expect you to be able to be in office at a minimum of 3 days per week.
• This is a full-time role. This role may require some evening and Saturday morning working hours.
• In addition to a competitive base salary and the benefits package outlined below, this role also offers a lucrative incentive plan.

Qualifications

What we're looking for We're looking for someone who's already taken meaningful steps toward a career in wealth management — whether that's holding a Series 65 today or actively working through CFP coursework and building toward advisory responsibility. This role is well‑suited for someone who wants to apply what they've started learning, gain real client exposure, and continue progressing within a firm that supports long‑term development. Required

• Bachelor's degree in business, finance, marketing, communication, or a related field
• 1–2+ years of experience in an inside sales, business development, or client‑facing role
• Series 65 license
• Clear, confident communication skills — both written and verbal
• Proven ability to work within an enterprise‑level CRM environment
• Comfort managing multiple priorities in a high‑volume, fast‑moving setting
• Strong analytical, organizational, and follow‑through skills
• A professional, composed presence with clients, prospects, and internal teams

Nice to have

• Prior experience in financial services, wealth management, or another regulated environment
• Experience qualifying inbound leads and guiding early‑stage client conversations
• Exposure to compliance or regulatory considerations within financial services

Compensation & Growth

We're intentional about investing in people who are serious about building a future here — and that shows up in both compensation and opportunity.

• Competitive base salary can range between $70,000 - $95,000 depending on experience.
• Lucrative, performance‑based incentive plan with no predefined cap, directly tied to individual results
• Clear progression toward:
  • Continued CFP coursework and credential advancement
  • Advisor and broader growth roles within Savant

Why Join Us?

For nearly 40 years, Savant Wealth Management has served as a trusted advisor to established individuals, families, and businesses seeking clarity and confidence in their financial lives. Our name, rooted in the Latin word sapere —"to be wise"—reflects our commitment to evidence-based investing and the power of decision-making based on deep knowledge. We are a fee-only, independent, fiduciary wealth management firm providing comprehensive guidance on investments, financial planning, tax and business consulting, estate planning, trust services, and family office support. At the heart of our firm is a culture of lifelong learning—one that values curiosity, continuous improvement, and helps clients pursue their ideal future with purpose and discipline. Our Vision: Transform personal and financial dreams into goals and goals into reality. Our Mission: To build one million ideal futures for our clients, our team, and the communities we serve. Our Values: Excellence, Integrity, Lifelong Learning, Respect, Growth, Servant Leadership

The Perks

At Savant, we are committed to supporting our employees as well as investing in their well-being and growth. We take a market-based approach to compensation. The expected base salary range for this role nationally is $70,000 - $95,000 . However, final base pay will be carefully determined based on several factors, including responsibilities, skills, relevant experience, geographic location, and market conditions. Additionally, this role is eligible for other forms of compensation and benefits. We also offer a benefits package designed to enhance both your personal and professional life. Below is an overview of our total rewards offering. The benefits available for this role can be discussed in detail during the hiring process.

• Benefit Eligibility on Day One: Enjoy immediate access to a robust benefits package starting on your first day of employment.
• Choice of Medical Plans: Select from two medical plans tailored to fit your needs.
• Health & Wellness Accounts: Opt for a Health Savings Account (HSA) or Flexible Spending Account (FSA) to manage your healthcare expenses.
• Flexible Dental Coverage: Choose between two dental plan options for optimal oral health.
• Vision Insurance: Keep your eyes healthy with our vision insurance plan.
• Company-Paid Life & AD&D Insurance: Feel secure with fully covered basic life insurance and accidental death & dismemberment benefits.
• Company-Paid Disability Coverage: Rest easy knowing you're covered with both short-term and long-term disability plans.
• 401(k) with Company Match: Invest in your future with both Roth and Traditional 401(k) plans, featuring a per pay period company match.
• Generous Paid Time Off: Benefit from PTO that increases with your years of service, at least 11 paid holidays each year, a paid day each year for your Savantiversary, and enjoy shorter work weeks with our Summer Hours.
• Additional Leave and Time Off Benefits: Personal leave, parental leave, professional development paid time, and bereavement pay are just a few examples of how you will be supported with time off and other benefits during life's most critical moments.
• Dress Code: Enjoy a "Dress for Your Day" approach to your style. We offer wardrobe flexibility based on office culture, client expectations, and your daily schedule.
• Employee Recognition: Enjoy monetary awards through our recognition program.
• Team