Financial Planning Associate

Savant Wealth Management•Rockford, IL

7d•$61,000 - $89,000•Hybrid

About The Position

The Financial Planning Associate role at Savant offers meaningful exposure to sophisticated planning work and the opportunity to develop technical skills in a professional advisory environment. You’ll work with financial data, planning software, and analysis tools across multiple disciplines, building a foundation for a long-term career in financial planning. This is your gateway into a career filled with mentorship, advanced planning exposure, and a clear path to grow into roles within Financial Planning, Tax Strategy, Wealth Transfer, or Advisory. If you're curious, driven, analytical, and passionate about helping people make wise financial decisions, this role was built for you.

Requirements

A bachelor’s degree in Finance, Accounting, Business, or related field; CFP Board Registered program preferred.
0–3 years of experience in financial planning or related work.
Strong analytical, organizational, and problem-solving skills.
High attention to detail and a commitment to accuracy.
Excellent communication and listening skills.
A “client first” mindset and passion for pursuing a career in wealth management.
Proficiency in Microsoft Office and comfort learning financial planning software.

Nice To Haves

Series 65 (or willingness to obtain within 3–6 months).
CFP® certification or active progress toward CFP® requirements.

Responsibilities

Gather, organize, and synthesize client financial information including tax returns, investment statements, insurance policies, and estate planning documents.
Prepare and deliver a wide variety of analyses, such as: Tax projections Social Security optimization Insurance evaluations Stock option/executive compensation modeling Roth conversion scenarios Pension and retirement income analyses
Develop retirement plans and propose alternative strategies using advanced financial planning software.
Review analysis outputs for accuracy, completeness, and alignment with planning goals.
Assist Planners, Strategists, and Advisors in creating comprehensive financial plans.
Participate in special research projects to support advisory teams.
Contribute to documenting and improving workflows, policies, and procedures across the planning function.
Support planning initiatives across departments and contribute to a team-first culture.
Step in to help peers and other departments as needed.
Progress intentionally along the Planning Team career path with ongoing learning and mentorship.
Perform additional duties as needed to support Savant’s integrated planning approach.

Benefits

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 Incentive Plans: Participate in our team incentive plan for additional earning opportunities.
Employee Assistance Program: Access support through our Employee Assistance Program whenever you need it.
Exclusive Discounts: Take advantage of various discount programs for additional savings.
Wellness Reimbursements: Get reimbursed for gym memberships and other wellness programs to stay fit and healthy.
Additional Perks: Get reimbursed for your warehouse club memberships and receive an allowance for Savant Swag.