Senior Financial Planner

Savant•Rockford, IL

7d•$86,000 - $118,000•Hybrid

About The Position

Shape Ideal Futures. Lead with Expertise. Deliver with Heart. At Savant, we believe financial planning is more than numbers — it’s a chance to help clients see their wealth from every angle so they can make wise decisions with confidence. If you’re an experienced CFP® professional who thrives on complexity, values deep client relationships, and is energized by both strategy and service, our Senior Planner opportunity may be your next ideal future. In this role, you’ll partner closely with Advisors and Planning Strategists to lead sophisticated planning engagements across all 10 key areas of financial planning. You’ll guide high-net-worth clients, translate complex data into meaningful strategies, elevate the client experience, and help develop the next generation of planners. And you’ll do it all inside a culture built on Excellence, Integrity, Lifelong Learning, Respect, Growth, and Servant Leadership — where collaboration is natural, curiosity is encouraged, and your expertise makes a tangible impact. The Senior Financial Planner can expect to focus in the following areas: Lead advanced financial planning across retirement, education, income tax, investments, estate, business and charitable planning, insurance, health & wellness, and debt management. Serve as a key client relationship manager, conducting discovery meetings, presenting analyses, guiding decisions, and ensuring a white-glove client experience. Develop sophisticated analyses — tax projections, stock option planning, Roth conversion assessments, and more. Support advisors and PCG teams, reviewing planning work, coordinating cases, and contributing your subject-matter expertise. Mentor junior planners and elevate team learning through coaching, quality control, and leading firmwide planning initiatives. Take ownership of Navigator client onboarding, ensuring seamless transitions and a confident first step into Savant’s planning journey. Bring emotional intelligence, collaboration, and proactive problem-solving to a variety of client scenarios and team projects. A couple things to note about our Senior Financial Planner position: Location is flexible, but you must live within a 50-mile radius of one of our Savant office and be able to reliably commute. This role requires you to work in-office at the start at least 3 days per week. To support our collaborative, relationship-driven culture, Senior Financial Planners are expected to work in the office at least three days per week as part of our hybrid work model. Typical working hours are Monday through Friday, 8:00am - 5:00pm CT, but with our offices being coast to coast, there may be flexibility based on business needs.

Requirements

CFP® certification (required)
8+ years delivering comprehensive financial planning
3+ years serving high-net-worth clients
Mastery of financial planning software and tax planning tools
A refined ability to communicate complex financial concepts clearly
Intellectual curiosity and a proactive, improvement-focused mindset
A client-first attitude and alignment with our core values
A passion for delivering work that demonstrates quality, accuracy, and integrity

Responsibilities

Lead advanced financial planning across retirement, education, income tax, investments, estate, business and charitable planning, insurance, health & wellness, and debt management.
Serve as a key client relationship manager, conducting discovery meetings, presenting analyses, guiding decisions, and ensuring a white-glove client experience.
Develop sophisticated analyses — tax projections, stock option planning, Roth conversion assessments, and more.
Support advisors and PCG teams, reviewing planning work, coordinating cases, and contributing your subject-matter expertise.
Mentor junior planners and elevate team learning through coaching, quality control, and leading firmwide planning initiatives.
Take ownership of Navigator client onboarding, ensuring seamless transitions and a confident first step into Savant’s planning journey.
Bring emotional intelligence, collaboration, and proactive problem-solving to a variety of client scenarios and team projects.

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.