Senior Financial Planner

SAVANT; Rockford (IL); Hybrid; USD 88,000 - 132,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

HSA or FSA

401(k) with company match

Paid time off and holidays

Summer hours and Savantiversary

Job summary

Savant is seeking a Senior Financial Planner to lead sophisticated, high-net-worth planning and guide client relationships across the national Planning Team. You will own complex engagements, mentor junior planners, and elevate planning quality within a collaborative, advisor-led model.

The role emphasizes cross-functional collaboration with advisory teams, tax and planning professionals, and a focus on continued client-first excellence.

Qualifications

• Bachelor's degree in Business Administration, Finance, Accounting, or related field.
• 8+ years of experience delivering comprehensive financial planning services, including 3+ years with high-net-worth clients.
• CFP certification in good standing; specialty certification preferred.
• Strong analytical and problem-solving skills with high attention to detail.
• Excellent interpersonal, verbal, and written communication skills.
• Ability to manage multiple projects and deadlines in a fast-paced environment.
• Proficiency with financial planning and tax planning software, as well as Word, Excel, and Outlook.

Responsibilities

• Delivering advanced financial planning across Savant's 10 key areas—Retirement, Education, Income Tax, Investment, Estate, Business, Charitable Planning, Health & Wellness, Risk, and Debt Management.
• Preparing and presenting sophisticated analyses, including tax projections, stock option analyses, Roth conversion analyses, and interactive retirement plans.
• Leading discovery and planning meetings, serving as a primary contact for clients and prospects, and reviewing financial statements, tax returns, and estate planning documents.
• Owning Navigator client relationships and creating a seamless onboarding and discovery experience.
• Collaborating with lead advisors, co-advisors, and PCG Advisors on recommendations, casework, and planning analysis.
• Providing quality control on planning cases and mentoring junior members of the team.
• Leading specialty and departmental planning projects to enhance the firm's service offering.
• Serving as a go-to planning resource for advisors and clients, sharing proactive planning and tax insights.

Skills

Interpersonal communication

Verbal communication

Written communication

Emotional intelligence

Analytical skills

Problem solving

Project management

Time management

Financial planning software

Tax planning software

Word

Excel

Outlook

Education

Bachelor's degree in Business Administration, Finance, or Accounting

CFP certification in good standing

Tools

Financial planning software

Tax planning software

Word

Excel

Outlook

Job description

Do you enjoy digging into complex financial planning questions—from evaluating Roth conversions and stock options to uncovering opportunities in estate planning documents? Savant's national Planning Team is looking for a Senior Financial Planner who thrives on sophisticated, high-net-worth planning and wants to make a real impact without being boxed into a traditional advisor path. In this role, you'll partner closely with our Planning Team Strategist and advisory teams to design and deliver comprehensive strategies across Savant's 10 key areas of financial planning. You'll take ownership of complex planning engagements, guide new client relationships, raise the bar on planning quality across the team, and mentor the next generation of planners. If you're a CFP professional who's intellectually curious, client-first, and energized by solving complex problems, we'd love to meet you.In this role, you can expect to focus in the following areas:Delivering advanced financial planning across Savant's 10 key areas—Retirement, Education, Income Tax, Investment, Estate, Business, Charitable Planning, Health & Wellness, Risk, and Debt ManagementPreparing and presenting sophisticated analyses, including tax projections, stock option analyses, Roth conversion analyses, and interactive retirement plansLeading discovery and planning meetings, serving as a primary contact for clients and prospects, and reviewing financial statements, tax returns, and estate planning documentsOwning new Navigator client relationships and creating a seamless onboarding and discovery experienceCollaborating with lead advisors, co-advisors, and Private Client Group (PCG) Advisors on recommendations, casework, and planning analysisProviding quality control on planning cases and mentoring junior members of the teamLeading specialty and departmental planning projects that enhance the firm's overall service offeringServing as a go-to planning resource for advisors and clients, including sharing proactive planning and tax insightsA couple things to note about our Senior Financial Planner position:This position is open to candidates nationwide, with a preference for those located near one of Savant's officesHybrid work model; fully remote arrangements may be considered for the right candidateYou'll join a collaborative, national Planning Team led by our Director of Financial Planning. Candidates with slightly less experience are encouraged to apply and may be considered for a Financial Planner-level opportunity.The Senior Financial Planner position typically requires the following qualifications:Bachelor's degree in Business Administration, Finance, Accounting, or a related field from an accredited college or university8+ years of experience delivering comprehensive financial planning services, including at least 3 years working with high-net-worth individuals and familiesCertified Financial Planner (CFP) professional in good standing required; specialty certification in a relevant planning area preferredDeep understanding of the financial needs of high-net-worth clients and proven client-facing experienceStrong analytical and problem-solving skills, with high attention to detail and accuracyExcellent interpersonal, verbal, and written communication skills, plus a well-developed level of emotional intelligenceAbility to manage multiple projects and deadlines in a fast-paced environment while following established processesProficiency with financial planning and tax planning software, as well as Word, Excel, and OutlookAn intellectually curious, proactive, client-first mindset—always looking to learn, question, and improveWhat 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 $88,000 - $132,000. 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