Client Discovery Advisor - Middleton, WI

Job DetailsJob Location: Middleton WI - Middleton, WI 53562Position Type: Full TimeJob Shift: Day


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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.

 

 



 


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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



We’re looking for someone who wants that same trajectory — and is willing to put in the work to earn it.

 

 

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
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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