Planning Strategist

SAVANT; Rockford (IL); Hybrid; USD 130,000 - 195,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

HSA or FSA options

401(k) with company match

Paid time off and holidays

Summer hours and parental/personal-le;

Job summary

Savant Capital LLC is seeking a Planning Strategist to be the go-to planning expert for our high-net-worth clients and advisory teams. The role focuses on formulating, presenting, and implementing sophisticated planning strategies within a fully integrated planning practice.

The position offers a hybrid work model with remote options for the right candidate, full-time hours, and a base salary range of $130,000–$195,000 plus incentives. CFP and tax planning experience are preferred.

Qualifications

• Excellent communication and presentation skills, with ability to explain complex planning concepts to clients.
• Strong analytical and planning capabilities for high-net-worth clients.
• Team-oriented, client-first mindset with ability to manage multiple priorities in a fast-paced environment.

Responsibilities

• Lead proactive planning opportunities for high-net-worth clients with advanced planning needs and deliver recommendations with the advisory team.
• Serve as a trusted planning resource for advisors and clients by fielding technical questions and participating in client meetings.
• Onboard new high-net-worth clients through a discovery process and contribute to prospect planning meetings.
• Coordinate follow-up analyses and deliver profitable planning engagements aligned with Savant’s service model and The Savant Way.
• Share expertise beyond client meetings by writing planning blogs, marketing content, presentations, and hosting webinars with marketing.
• Mentor and develop planning team members through hands-on guidance and collaboration.
• Review and enhance policies behind a fully integrated planning practice.
• Set quarterly and annual OKRs with the Director of Financial Planning.

Skills

Communication skills

Presentation skills

Client-focused

Education

Bachelor's degree in Business Administration/Finance/Accounting

CFP certification

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Outlook

Job description

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.And you won’t be doing it alone. You’ll be supported by our Planners, Financial Planning Associates, and technical specialists inside and outside the firm, so you can focus on what you do best: solving complex planning challenges, sharing your expertise, and helping shape the future of a fully integrated planning practice.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 teamServing as a trusted planning resource for advisors and clients by fielding technical questions and actively participating in client meetings and callsHelping onboard new high-net-worth clients through a seamless discovery process, and contributing to prospect planning meetings and new relationship developmentCoordinating 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 teamMentoring and developing planning team members through hands-on guidance and collaborative team engagementHelping review and enhance the policies and procedures behind a fully integrated planning practiceSetting quarterly and annual OKRs in partnership with the Director of Financial PlanningA 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 officesHybrid work model; fully remote arrangements may be considered for the right candidateFull-time position, Monday through Friday, during standard business hoursIdeal 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 pathThe Planning Strategist position typically requires the following qualifications:Bachelor’s degree in Business Administration, Finance, Accounting, or a related field8+ years of experience delivering comprehensive financial planning services, including at least 3 years working with high-net-worth individualsCertified 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 hireStrong financial planning, tax, and wealth management acumen, with the judgment to anticipate client needs and make clear recommendationsExcellent communication and presentation skills, with the ability to explain complex planning and tax concepts to clients both in writing and verballyA client-first, collaborative, growth-minded approach, with high attention to detail and the ability to manage multiple priorities in a fast-paced environmentProficiency in Microsoft Word, Excel, PowerPoint, and Outlook, as well as financial planning and tax planning softwareWhat Sets Savant ApartCollaborative, integrated model across advisory, tax, and planning—no silosGrowth-oriented firm, offering meaningful opportunities for career development and long-term impactValues-driven culture, grounded in excellence, integrity, lifelong learning, respect, growth, and servant leadershipMajority employee-owned, giving our team a shared stake in our long-term successOur Total RewardsAt 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 optionsHealth Savings Account (HSA) or Flexible Spending Account (FSA)Company-paid life insurance, AD&D, and disability coverageFinancial & Long-Term Rewards:401(k) with company match (Roth and Traditional options)Team-based incentive opportunities and recognition programsTime Away & Flexibility:Generous paid time off, plus at least 10 paid holidaysAnnual “Savantiversary” daySummer Hours (shorter work weeks during the summer)Parental leave, personal leave, and other life-event supportWell-Being & Everyday Perks:Employee Assistance Program (EAP)Wellness reimbursements (e.g., gym memberships)Flexible “Dress for Your Day” approachWe’re happy to share more details about our benefits and total rewards during the hiring process.Take your career to new heights, apply today!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