Financial Planning Associate

Savant Wealth Management; Alabama; Hybrid; USD 61,000 - 89,000; Full time

Benefits offered by this job

Medical plans: Two tailored options

Dental coverage: Two plan options

401(k) with company match

Generous paid time off

Dress code flexibility

Employee recognition plans

Job summary

A financial advisory firm in Alabama is looking for a Financial Planning Associate. This entry-level position offers hands-on experience in financial analysis and planning. Responsibilities include data synthesis, supporting advisors in client planning, and developing retirement strategies. Ideal candidates will have a degree in finance and strong analytical skills. Competitive salary range of $61,000 to $89,000 per year, with the job requiring a hybrid work model based out of Birmingham or Middleton.

Qualifications

• 0–3 years of experience in financial planning or related work.
• High attention to detail and a commitment to accuracy.
• Proficiency in Microsoft Office and comfort learning financial planning software.

Responsibilities

• Gather, organize, and synthesize client financial information.
• Prepare and deliver analyses: tax projections, insurance evaluations, retirement income analyses.
• Assist Planners and Advisors in creating comprehensive financial plans.

Skills

Analytical skills

Organizational skills

Problem-solving skills

Communication skills

Client-first mindset

Education

Bachelor’s degree in Finance, Accounting, Business, or related field

Tools

Microsoft Office

Financial planning software

Job description

Financial Planning Associate – Savant Wealth Management

Take the next step in your financial planning career with hands‑on experience and a clear path forward. The Financial Planning Associate role at Savant offers meaningful exposure to sophisticated planning work and the opportunity to develop technical skills in a professional advisory environment. You’ll work with financial data, planning software, and analysis tools across multiple disciplines, building a foundation for a long‑term career in financial planning.

Pay Range: $61,000 – $89,000 per year. The actual pay will be based on your skills and experience. Discuss with the recruiter to learn more.

Responsibilities

• Data & Analysis
  • Gather, organize, and synthesize client financial information including tax returns, investment statements, insurance policies, and estate planning documents.
  • Prepare and deliver a variety of analyses: tax projections, Social Security optimization, insurance evaluations, stock option/executive compensation modeling, Roth conversion scenarios, pension and retirement income analyses.
  • Develop retirement plans and propose alternative strategies using advanced financial planning software.
  • Review analysis outputs for accuracy, completeness, and alignment with planning goals.
• Collaboration & Research
  • Assist Planners, Strategists, and Advisors in creating comprehensive financial plans.
  • Participate in special research projects to support advisory teams.
  • Contribute to documenting and improving workflows, policies, and procedures across the planning function.
• Professional Growth & Team Support
  • Support planning initiatives across departments and contribute to a team‑first culture.
  • Step in to help peers and other departments as needed.
  • Progress intentionally along the Planning Team career path with ongoing learning and mentorship.
  • Perform additional duties as needed to support Savant’s integrated planning approach.

Additional Information

• Flexibility to be based out of our Birmingham, AL or Middleton, WI offices.
• Expected to work in the office at least three days per week as part of our hybrid model.
• Typical working hours Monday–Friday, 8:00 am – 5:00 pm CT, with flexibility based on business needs.

Qualifications

• Must Have:
  • Bachelor’s degree in Finance, Accounting, Business, or related field; CFP Board Registered program preferred.
  • 0–3 years of experience in financial planning or related work.
  • Strong analytical, organizational, and problem‑solving skills.
  • High attention to detail and a commitment to accuracy.
  • Excellent communication and listening skills.
  • A “client first” mindset and passion for pursuing a career in wealth management.
  • Proficiency in Microsoft Office and comfort learning financial planning software.
• Preferred:
  • Series 65 (or willingness to obtain within 3–6 months).
  • CFP® certification or active progress toward CFP® requirements.

Why Join Us?

For nearly 40 years, Savant Wealth Management has served as a trusted advisor to established individuals, families, and businesses seeking clarity and confidence in their financial lives. Our name, rooted in the Latin word “sapere”—“to be wise”—reflects our commitment to evidence‑based investing and the power of decision‑making based on deep knowledge. We are a fee‑only, independent, fiduciary wealth management firm providing comprehensive guidance on investments, financial planning, tax and business consulting, estate planning, trust services, and family office support. At the heart of our firm is a culture of lifelong learning—one that values curiosity, continuous improvement, and helps clients pursue their ideal future with purpose and discipline.

Our Vision: Transform personal and financial dreams into goals and goals into reality.
Our Mission: To build one million ideal futures for our clients, our team, and the communities we serve.
Our Values: Excellence, Integrity, Lifelong Learning, Respect, Growth, Servant Leadership.

Perks and Benefits

• Benefit eligibility on Day One with a robust benefits package.
• Medical plans: Two tailored options.
• Health & Wellness accounts: HSA or FSA.
• Dental coverage: Two plan options.
• Vision insurance.
• Company‑paid life & AD&D insurance.
• Company‑paid disability coverage.
• 401(k) with company match (Roth & Traditional).
• Generous paid time off: PTO increases with service, 11 paid holidays, annual Savantiversary, Summer Hours.
• Additional leave: personal, parental, professional development, bereavement.
• Dress code: “Dress for Your Day” with wardrobe flexibility.
• Employee recognition and incentive plans.
• Employee Assistance Program.
• Discount programs and wellness reimbursements.
• Additional perks: warehouse club memberships, Savant swag allowance.

Legal and Hiring Information

All applicants must be authorized to work in the U.S. We are not currently sponsoring visas. We are not accepting unsolicited resumes from agencies or search firms. The above statements describe the general nature and level of work. Any combination of equivalent education and work experience will be considered. Savant Capital LLC is an Equal Opportunity Employer.

Employment Details

Seniority level: Entry level
Employment type: Full‑time
Job function: Finance and Sales