Senior Financial Planner - Hybrid, High-Net-Worth Focus

Savant Wealth Management; Rockford (IL); Hybrid; USD 88,000 - 132,000; Full time

Benefits offered by this job

Medical/Dental/Vision coverage

HSA/FSA benefits

Life/AD&D/Disability insurance

401(k) with company match

PTO + holidays

Job summary

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.

Responsibilities

• 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

Skills

CFP professional

8+ years experience

Analytical/problem-solving

Interpersonal communication

Client-first mindset

Multi-project management

Education

Bachelor's degree in Business/Finance/Accounting

Tools

Financial planning software

Tax planning software

MS Word

MS Excel

MS Outlook

Job description

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.