Senior Financial Planner

Savant Wealth Management; Rockford (IL); Hybride; USD 88 000 - 132 000; Plein temps

Avantages offerts par ce poste

Medical/Dental/Vision coverage

HSA/FSA benefits

Life/AD&D/Disability insurance

401(k) with company match

PTO + holidays

Résumé du poste

Savant Wealth Management is seeking a Senior Financial Planner to handle sophisticated, high-net-worth planning engagements and lead complex client relationships. You will collaborate with the Planning Team Strategist and advisory teams to deliver comprehensive strategies across Savant's 10 key planning areas.

The role requires a CFP® professional in good standing, 8+ years of experience, and a proactive, client-first mindset.

Qualifications

• 8+ years delivering comprehensive financial planning, incl. 3+ years with high-net-worth clients.
• CFP® certification in good standing is required; specialty certification preferred.
• Deep understanding of high-net-worth client needs with proven client-facing experience.
• Strong analytical and problem-solving skills with high attention to detail.
• Excellent interpersonal, verbal, and written communication skills.

Responsabilités

• Deliver advanced financial planning across Savant's 10 areas: Retirement, Education, Income Tax, Investment, Estate, Business, Charitable Planning, Health & Wellness, Risk, Debt Management
• Prepare and present sophisticated analyses (tax projections, stock option analyses, Roth conversions, retirement plans)
• Lead discovery and planning meetings; serve as primary contact for clients and prospects
• Own Navigator client relationships and create seamless onboarding and discovery experiences
• Collaborate with lead advisors, co-advisors, and PCG Advisors on recommendations and planning analysis
• Provide quality control on planning cases and mentor junior team members
• Lead specialty and departmental planning projects to enhance firm service offering

Connaissances

CFP professional

8+ years experience

Analytical/problem-solving

Interpersonal communication

Client-first mindset

Multi-project management

Formation

Bachelor's degree in Business/Finance/Accounting

Outils

Financial planning software

Tax planning software

MS Word

MS Excel

MS Outlook

Description du poste

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 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 new Navigator client relationships and creating a seamless onboarding and discovery experience
• Collaborating with lead advisors, co-advisors, and Private Client Group (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 that enhance the firm's overall service offering
• Serving as a go-to planning resource for advisors and clients, including sharing proactive planning and tax insights

A 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 offices
• Hybrid work model; fully remote arrangements may be considered for the right candidate
• You’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.

Qualifications

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 university
• 8+ years of experience delivering comprehensive financial planning services, including at least 3 years working with high-net-worth individuals and families
• Certified Financial Planner™ (CFP®) professional in good standing required; specialty certification in a relevant planning area preferred
• Deep understanding of the financial needs of high-net-worth clients and proven client-facing experience
• Strong analytical and problem-solving skills, with high attention to detail and accuracy
• Excellent interpersonal, verbal, and written communication skills, plus a well-developed level of emotional intelligence
• Ability to manage multiple projects and deadlines in a fast-paced environment while following established processes
• Proficiency with financial planning and tax planning software, as well as Word, Excel, and Outlook
• An intellectually curious, proactive, client-first mindset—always looking to learn, question, and improve

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 $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 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