Remote Planning Strategist for High-Net-Worth Clients

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

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.