Planning Strategist

Savant Wealth Management; Rockford (IL); Hybride; USD 130 000 - 195 000; Plein temps

Avantages offerts par ce poste

Health coverage

HSA/FSA

Life insurance

401(k) match

Paid time off

Savantiversary

Résumé du poste

Savant Wealth Management is seeking a Planning Strategist to be the go-to planning expert for our high-net-worth clients and advisory teams. You will proactively formulate, present, and implement sophisticated planning strategies, partnering closely with our Planning Team to deliver a best-in-class client experience.

You will lead proactive planning opportunities, onboard new clients, and mentor planning team members while collaborating across the firm.

Qualifications

• Bachelor’s degree in Business Administration, Finance, Accounting, or a related field.
• 8+ years delivering comprehensive financial planning services, incl. 3+ years with high-net-worth clients.
• Certified Financial Planner™ (CFP) in good standing (required).
• 2–3 years of personal tax return review experience (preferred).
• Specialty tax-focused certifications (CPA, TPCP, EA) or pursuing one within 1 year of hire.
• Strong financial planning, tax and wealth management acumen with client-focused recommendations.
• Excellent communication and presentation skills for client meetings and written/verbal explanations.
• Proficiency in MS Word/Excel/PowerPoint/Outlook and planning/tax software.

Responsabilités

• Lead proactive planning opportunities for high-net-worth clients with advanced planning needs.
• Serve as a trusted planning resource for advisors and clients; field technical questions and participate in meetings.
• Onboard high-net-worth clients through discovery and contribute to relationship development.
• Coordinate follow-up planning analyses and deliver profitable planning engagements.
• Write planning blogs and marketing content; contribute to presentations and webinars.

Connaissances

Financial planning

Communication

Presentation

Client focus

Tax planning software

Formation

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

CFP certification

CPA / Tax certification (preferred)

Outils

MS Office

Tax software

Financial planning software

Description du poste

Love the art of financial planning, but not sure the traditional advisor path is where you want to spend your career? Savant Wealth Management is looking for a Planning Strategist to be the go-to planning expert for our high-net-worth clients and the advisory teams who serve them. In this advanced advice role, you’ll proactively formulate, present, and implement sophisticated planning strategies, partnering closely with our Planning Team and advisors to deliver a consistent, high-caliber client experience.

In this role, you can expect to focus in the following areas:

• Leading proactive planning opportunities for high-net-worth clients with advanced planning needs and delivering recommendations alongside each client’s advisory team
• Serving as a trusted planning resource for advisors and clients by fielding technical questions and actively participating in client meetings and calls
• Helping onboard new high-net-worth clients through a seamless discovery process, and contributing to prospect planning meetings and new relationship development
• Coordinating follow-up planning analyses and delivering high-quality, profitable planning engagements in line with Savant’s service model and “The Savant Way”
• Sharing your expertise beyond the client meeting by writing planning blogs and marketing content, contributing to presentations, and hosting webinars with our marketing team
• Mentoring and developing planning team members through hands‑on guidance and collaborative team engagement
• Helping review and enhance the policies and procedures behind a fully integrated planning practice
• Setting quarterly and annual OKRs in partnership with the Director of Financial Planning

A couple things to note about our Planning Strategist position:

• We’re open to candidates across the U.S., with a preference for those located near one of Savant’s offices
• Hybrid work model; fully remote arrangements may be considered for the right candidate
• Full-time position, Monday through Friday, during standard business hours
• Ideal for an experienced planner who has worked with wealthy or private clients and wants to make a meaningful impact as a planning specialist, rather than follow the traditional advisor path

Qualifications

The Planning Strategist position typically requires the following qualifications:

• Bachelor’s degree in Business Administration, Finance, Accounting, or a related field
• 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 (required)
• 2–3 years of personal tax return review experience (preferred)
• Specialty certification in a relevant planning area, ideally tax-focused, such as CPA (ideal), Tax Planning Certified Professional® (TPCP®), or Enrolled Agent (EA), or pursuit of one within one year of hire
• Strong financial planning, tax, and wealth management acumen, with the judgment to anticipate client needs and make clear recommendations
• Excellent communication and presentation skills, with the ability to explain complex planning and tax concepts to clients both in writing and verbally
• A client‑first, collaborative, growth‑minded approach, with high attention to detail and the ability to manage multiple priorities in a fast‑paced environment
• Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook, as well as financial planning and tax planning software

What Sets Savant Apart

• Collaborative, integrated model across advisory, tax, and planning—no silos
• Growth‑oriented firm, offering meaningful opportunities for career development and long‑term impact
• Values‑driven culture, grounded in excellence, integrity, lifelong learning, respect, growth, and servant leadership
• Majority employee‑owned, giving our team a shared stake in our long‑term success

Our Total Rewards

At Savant, we invest in our people—supporting both their well‑being and long‑term growth.

We take a market‑based approach to compensation. The expected base salary range for this role is $130,000 – $195,000. Actual compensation is determined on an individual basis and considers factors such as relevant experience, skills, qualifications, geographic location, and market conditions. This role may also be eligible for additional incentive compensation based on responsibilities and performance.

Core Benefits (Effective Day One)

• 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

Financial & Long‑Term Rewards

• 401(k) with company match (Roth and Traditional options)
• Team‑based incentive opportunities and recognition programs

Time Away & Flexibility

• Generous paid time off, plus at least 10 paid holidays
• Annual “Savantiversary” day
• Summer Hours (shorter work weeks during the summer)
• Parental leave, personal leave, and other life‑event support

Well‑Being & Everyday Perks

• Employee Assistance Program (EAP)
• Wellness reimbursements (e.g., gym memberships)
• Flexible “Dress for Your Day” approach

We’re happy to share more details about our benefits and total rewards during the hiring process.

All applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.

We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required of the incumbent in this position. Any combination of equivalent education and work experience will be considered.

Savant Capital LLC, is an Equal Opportunity Employer