Senior Financial Planner - Remote & High‑Net‑Worth Planning

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

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.