Planning Strategist

Savant•Rockford, IL

17h•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 focuses on formulating, presenting, and implementing sophisticated planning strategies in partnership with the Planning Team and advisors. The strategist will work with planners, Financial Planning Associates, and technical specialists to address complex planning needs and support an integrated planning practice. The position is open to candidates across the U.S., with a preference for candidates near a Savant office. The work model is hybrid, although fully remote arrangements may be considered for the right candidate. This is a full-time position, Monday through Friday during standard business hours. It is suited to an experienced planner who has served wealthy or private clients and wants to focus on planning expertise rather than pursue the traditional advisor path. The expected base salary range is $130,000–$195,000. Additional incentive compensation may be available based on responsibilities and performance. Applicants must be authorized to work for any employer in the U.S.; visa sponsorship is not available. Savant Capital LLC is an Equal Opportunity Employer.

Requirements

Bachelor’s degree in Business Administration, Finance, Accounting, or a related field.
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.
A client-first, collaborative, growth-minded approach, high attention to detail, and the ability to manage multiple priorities in a fast-paced environment.
Proficiency in Microsoft Word, Excel, PowerPoint, Outlook, and financial planning and tax planning software.

Nice To Haves

2–3 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); alternatively, 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 an integrated planning practice.
Set quarterly and annual OKRs in partnership with the Director of Financial Planning.