Savant Wealth Management is a registered investment advisory firm based in Rockford, Illinois, offering a full suite of wealth‑management services including investment management, financial planning, retirement and qualified retirement planning, trust and estate services, tax and consulting, philanthropic planning, cash flow management, and family wealth transfer. Their mission is to help clients achieve their ideal future—whether that involves starting or selling a business, traveling the world, or enjoying a comfortable retirement—by providing unbiased, client‑centric advice. Savant distinguishes itself through a continuous process refinement that tailors solutions to each client’s evolving needs, and a long‑term partnership model that supports families throughout their financial journeys. The firm’s holistic approach integrates investment strategy with estate, tax, and philanthropic planning, ensuring a comprehensive roadmap to wealth preservation and growth.
Open Positions
Senior Financial Planner
8+ years of financial planning experience, CFP certification, and 3+ years of serving high-net-worth clients
Planning Strategist
8+ years of experience in financial planning, with 3+ years serving HNW clients, and a Bachelor’s degree in Finance, Accounting, Business, or a related discipline
Senior Financial Advisors
5-10 years of experience in wealth management, demonstrated success building a book of business, strong financial planning skills
Client Services Associate - Huntsville, AL
Bachelor's or Associate's Degree, 2+ years of experience in client services/administrative support, proficiency in software, and strong communication skills
Director, Practice Management
8+ years of experience in wealth management or advisor operations. Bachelor’s degree in Business, Finance, Analytics, or related field
Client Experience Specialist - Evanston, IL
Reliable, detail-oriented, and client-first mindset with experience in administrative or office support role
Client Services Associate - Wyomissing, PA
2+ years of experience in client services/administrative support, proficiency in CRM software, strong organization and attention to detail, and a service-oriented mindset
Regional Director, Advisory - New Partner Optimization
10+ years of experience in wealth management industry; 5+ years in leadership role; Bachelor's degree required
Client Services Associate - Birmingham, AL
2+ years of client services experience, degree in business or related field, proficiency in MS Office and CRM software
Advisor Development Leader
Design and deliver development programs, provide coaching and enablement, and support advisor growth and readiness
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