Planning Strategist

Savant•Rockford, IL

1d•Hybrid

About The Position

Shape the Future for High-Net-Worth Clients. Shape Your Future at Savant. At Savant, our vision is simple but bold: Transform personal and financial dreams into goals — and goals into reality. As part of our advanced planning team, the Planning Strategist plays a mission-critical role in bringing this vision to life. You’ll serve as a trusted expert to high-net-worth clients, collaborate closely with advisory teams, and deliver sophisticated planning strategies that reflect Savant’s commitment to excellence, integrity, and lifelong learning. If you’re a CFP® professional who loves deep planning, thrives on complexity, and finds joy in helping others make meaningful, informed decisions — this is where your expertise becomes impact. The Planning Strategist can expect to focus in the following areas: As a Planning Strategist, you will serve as a key driver of Savant’s planning excellence—delivering sophisticated advice, elevating the client experience, and supporting a cohesive, high-performing planning ecosystem. Lead Advanced, High-Net-Worth Planning Serve as the primary planning strategist for a select group of high-net-worth clients with complex needs. Proactively identify and execute planning opportunities, ensuring clients receive forward-thinking, integrated guidance. Partner closely with advisory teams to design, present, and implement comprehensive planning strategies. Deliver a Seamless and Sophisticated Client Experience Guide new high-net-worth clients through a smooth onboarding and discovery process. Ensure all planning engagements are delivered with precision, clarity, and adherence to “The Savant Way” and our service model standards. Serve as a trusted planning resource for advisors and clients, attending meetings and handling planning-related inquiries. Strengthen Collaboration Across the Firm Work in concert with planners, financial planning associates, tax specialists, and other subject-matter experts to advance client outcomes. Participate in planning discussions for new prospects and new client opportunities. Support the advisory team with timely analyses, follow-up work, and planning deliverables. Be a Thought Leader and Knowledge Builder Develop educational content, blogs, analyses, and webinar presentations that position Savant as a leader in planning excellence. Offer insights and expertise for internal training, elevating the skillset and confidence of planners and advisors. Contribute to updates and enhancements to internal processes, tools, and planning best practices. Mentor, Develop, and Elevate Others Serve as a role model and mentor for planning team members, fostering a culture rooted in growth, collaboration, and lifelong learning. Provide hands-on coaching and real-time feedback to help team members develop planning acumen and professional maturity.

Requirements

Bachelor’s degree in Finance, Accounting, Business, or a related discipline.
8+ years delivering comprehensive financial planning, with 3+ years serving HNW clients.
CFP® certification required.
Experience reviewing personal tax returns (2–3 years preferred).

Nice To Haves

Strong proficiency in Microsoft Word, Excel, PowerPoint, Outlook, and planning/tax software.
Demonstrated tax, wealth management, and financial planning acumen.
Exceptional communication skills — both client-facing and internal.
Pursuit or possession of a tax-focused certification (CPA preferred; TPCP®, EA, or similar welcomed).

Responsibilities

Serve as the primary planning strategist for a select group of high-net-worth clients with complex needs.
Proactively identify and execute planning opportunities, ensuring clients receive forward-thinking, integrated guidance.
Partner closely with advisory teams to design, present, and implement comprehensive planning strategies.
Guide new high-net-worth clients through a smooth onboarding and discovery process.
Ensure all planning engagements are delivered with precision, clarity, and adherence to “The Savant Way” and our service model standards.
Serve as a trusted planning resource for advisors and clients, attending meetings and handling planning-related inquiries.
Work in concert with planners, financial planning associates, tax specialists, and other subject-matter experts to advance client outcomes.
Participate in planning discussions for new prospects and new client opportunities.
Support the advisory team with timely analyses, follow-up work, and planning deliverables.
Develop educational content, blogs, analyses, and webinar presentations that position Savant as a leader in planning excellence.
Offer insights and expertise for internal training, elevating the skillset and confidence of planners and advisors.
Contribute to updates and enhancements to internal processes, tools, and planning best practices.
Serve as a role model and mentor for planning team members, fostering a culture rooted in growth, collaboration, and lifelong learning.
Provide hands-on coaching and real-time feedback to help team members develop planning acumen and professional maturity.

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.