Client Discovery Advisor - Middleton, WI

Job description

Job DetailsJob Location: Middleton WI - Middleton, WI 53562Position Type: Full TimeJob Shift: Day a { text-decoration: none; color: #464feb; } tr th, tr td { border: 1px solid #e6e6e6; } tr th { background-color: #f5f5f5; } 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. a { text-decoration: none; color: #464feb; } tr th, tr td { border: 1px solid #e6e6e6; } tr th { background-color: #f5f5f5; } 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 incom...