Senior Wealth Planning Strategist (Hybrid)

Savant Wealth Management; Rockford (IL); Hybrid; USD 130,000 - 195,000; Full time

Benefits offered by this job

Health coverage

HSA/FSA

Life insurance

401(k) match

Paid time off

Savantiversary

Job summary

Savant Wealth Management is seeking a Planning Strategist to be the go-to planning expert for our high-net-worth clients and advisory teams. You will proactively formulate, present, and implement sophisticated planning strategies, partnering closely with our Planning Team to deliver a best-in-class client experience.

You will lead proactive planning opportunities, onboard new clients, and mentor planning team members while collaborating across the firm.

Qualifications

• Bachelor’s degree in Business Administration, Finance, Accounting, or a related field.
• 8+ years delivering comprehensive financial planning services, incl. 3+ years with high-net-worth clients.
• Certified Financial Planner™ (CFP) in good standing (required).
• 2–3 years of personal tax return review experience (preferred).
• Specialty tax-focused certifications (CPA, TPCP, EA) or pursuing one within 1 year of hire.
• Strong financial planning, tax and wealth management acumen with client-focused recommendations.
• Excellent communication and presentation skills for client meetings and written/verbal explanations.
• Proficiency in MS Word/Excel/PowerPoint/Outlook and planning/tax software.

Responsibilities

• Lead proactive planning opportunities for high-net-worth clients with advanced planning needs.
• Serve as a trusted planning resource for advisors and clients; field technical questions and participate in meetings.
• Onboard high-net-worth clients through discovery and contribute to relationship development.
• Coordinate follow-up planning analyses and deliver profitable planning engagements.
• Write planning blogs and marketing content; contribute to presentations and webinars.

Skills

Financial planning

Communication

Presentation

Client focus

Tax planning software

Education

Bachelor’s degree in Business Administration, Finance, Accounting, or related field

CFP certification

CPA / Tax certification (preferred)

Tools

MS Office

Tax software

Financial planning software

Job description

Savant Wealth Management is seeking a Planning Strategist to be the go-to planning expert for our high-net-worth clients and advisory teams. You will proactively formulate, present, and implement sophisticated planning strategies, partnering closely with our Planning Team to deliver a best-in-class client experience.

You will lead proactive planning opportunities, onboard new clients, and mentor planning team members while collaborating across the firm.