Planning Strategist

Savant•Rockford, IL

1d•$130,600 - $195,800•Hybrid

About The Position

Savant Wealth Management is seeking an experienced financial planner to serve as a planning expert for high-net-worth clients and the advisory teams supporting them. The role formulates, presents, and implements sophisticated planning strategies in partnership with the Planning Team and advisors, delivering a consistent, high-caliber client experience. The strategist is supported by planners, Financial Planning Associates, and technical specialists, and contributes to the development of Savant’s integrated planning practice. Candidates may be located anywhere in the U.S., with a preference for those near a Savant office. The position follows a hybrid work model; fully remote arrangements may be considered for the right candidate. It is full-time, Monday through Friday, during standard business hours.

Requirements

Bachelor’s degree in Business Administration, Finance, Accounting, or a related field; equivalent education and work experience may be considered.
At least 8 years of experience delivering comprehensive financial planning services, including at least 3 years working with high-net-worth individuals.
Certified Financial Planner™ (CFP®) professional in good standing.
Strong financial planning, tax, and wealth management acumen, with sound judgment to anticipate client needs and make clear recommendations.
Excellent communication and presentation skills, including the ability to explain complex planning and tax concepts to clients in writing and verbally.
Client-first, collaborative, and growth-minded approach, with strong attention to detail and the ability to manage multiple priorities in a fast-paced environment.
Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook, as well as financial planning and tax planning software.
Authorization to work for any employer in the U.S.; visa sponsorship is not available.

Nice To Haves

Two to three years of personal tax return review experience.
A specialty certification in a relevant planning area, ideally tax-focused, such as CPA, Tax Planning Certified Professional® (TPCP®), or Enrolled Agent (EA), or pursuit of one within one year of hire.

Responsibilities

Lead proactive planning opportunities for high-net-worth clients with advanced planning needs and deliver recommendations alongside each client’s advisory team.
Serve as a trusted planning resource for advisors and clients by answering technical questions and participating in client meetings and calls.
Help onboard new high-net-worth clients through the discovery process and contribute to prospect planning meetings and new relationship development.
Coordinate follow-up planning analyses and deliver high-quality, profitable planning engagements in line with Savant’s service model and “The Savant Way.”
Write planning blogs and marketing content, contribute to presentations, and host webinars with the marketing team.
Mentor and develop planning team members through hands-on guidance and collaborative engagement.
Help review and enhance policies and procedures for a fully integrated planning practice.
Set quarterly and annual OKRs in partnership with the Director of Financial Planning.

Benefits

Medical, dental, and vision coverage with multiple plan options, effective day one.
Health Savings Account (HSA) or Flexible Spending Account (FSA).
Company-paid life insurance, AD&D, and disability coverage.
401(k) with company match, with Roth and Traditional options.
Team-based incentive opportunities and recognition programs.
Generous paid time off and at least 10 paid holidays.
Annual “Savantiversary” day.
Summer Hours with shorter work weeks during the summer.
Parental leave, personal leave, and other life-event support.
Employee Assistance Program (EAP).
Wellness reimbursements, such as gym memberships.
Flexible “Dress for Your Day” approach.