Senior Financial Planner

Savant•Rockford, IL

8d•Hybrid

About The Position

Savant's national Planning Team is seeking a Senior Financial Planner to deliver sophisticated financial planning for high-net-worth clients. The role partners with the Planning Team Strategist and advisory teams to develop comprehensive strategies across Savant's 10 areas of financial planning. The Senior Financial Planner owns complex planning engagements and new Navigator client relationships, supports a seamless onboarding and discovery experience, contributes to planning quality, and mentors junior planners. The position is open nationwide, with a preference for candidates near a Savant office. The work model is hybrid; fully remote arrangements may be considered for the right candidate. The Planning Team is led by the Director of Financial Planning. Candidates with somewhat less experience may be considered for a Financial Planner-level opportunity.

Requirements

Bachelor's degree in Business Administration, Finance, Accounting, or a related field from an accredited college or university; equivalent combinations of education and work experience will be considered.
At least 8 years of experience delivering comprehensive financial planning services, including at least 3 years working with high-net-worth individuals and families.
Certified Financial Planner (CFP) professional in good standing.
Deep understanding of the financial needs of high-net-worth clients and proven client-facing experience.
Strong analytical and problem-solving skills, with high attention to detail and accuracy.
Excellent interpersonal, verbal, and written communication skills, and well-developed emotional intelligence.
Ability to manage multiple projects and deadlines in a fast-paced environment while following established processes.
Proficiency with financial planning and tax planning software, Microsoft Word, Excel, and Outlook.
Intellectually curious, proactive, and client-first mindset, with a desire to learn, question, and improve.
Must be authorized to work for any employer in the United States; visa sponsorship is not available.

Nice To Haves

Specialty certification in a relevant financial planning area.
Location near one of Savant's offices; fully remote arrangements may be considered for the right candidate.

Responsibilities

Deliver advanced financial planning across retirement, education, income tax, investment, estate, business, charitable planning, health and wellness, risk, and debt management.
Prepare and present sophisticated analyses, including tax projections, stock option analyses, Roth conversion analyses, and interactive retirement plans.
Lead discovery and planning meetings; serve as a primary contact for clients and prospects.
Review financial statements, tax returns, and estate planning documents.
Own new Navigator client relationships and provide a seamless onboarding and discovery experience.
Collaborate with lead advisors, co-advisors, and Private Client Group Advisors on recommendations, casework, and planning analysis.
Provide quality control on planning cases and mentor junior team members.
Lead specialty and departmental planning projects that improve the firm's service offering.
Serve as a planning resource for advisors and clients, sharing proactive planning and tax insights.

Benefits

Medical, dental, and vision coverage with multiple plan options.
Health Savings Account (HSA) or Flexible Spending Account (FSA).
Company-paid life insurance, AD&D, and disability coverage.
401(k) with company match and 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.
Potential additional incentive compensation based on responsibilities and performance.