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
Client Experience Specialist - Evanston, IL
Reliable, detail-oriented, and client-first mindset with experience in administrative or office support role
Client Services Associate - St. Paul, MN
2+ years of experience in client services/administrative support, proficiency in software, and effective communication skills
Inside Sales Representative - Client Discovery - Middleton, WI
Bachelor's degree, 1-2 years of experience, and ability to drive sales revenue through an inside sales role
Client Services Associate - Birmingham, AL
2+ years of client services experience, degree in business or related field, proficiency in MS Office and CRM software
Associate Advisor - Lancaster, PA
Bachelor's degree in a related field, commitment to pursuing CFP, ability to obtain Series 65 license
Marketing Integrations & Onboarding Coordinator
6+ years of experience in marketing, marketing operations, brand, growth, or a related role, with a proven track record of leading complex, cross-functional projects
Marketing Automation and Lead Management Specialist - Rockford, IL
Bachelor's degree in marketing, 3-5 years of marketing automation experience, and proficiency with Salesforce CRM
Wealth Transfer Advisor
7–10+ years of experience in estate planning, estate and trust administration, or comprehensive financial planning, and a Juris Doctor (JD) from an accredited law school
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 - Santa Fe, NM
Bachelor's or Associate's Degree, 2+ years of client services experience, proficiency in software and communication skills
+31 More Jobs Available!
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