Director of Mass Affluent Solutions
Savant Wealth ManagementRockford, Illinois, United States
Posted May 16, 2026
190000 - 230000 USD
Full Time
About the Company
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.
Job Description
The Director of Mass Affluent Solutions is a key leadership role responsible for building, scaling, and optimizing Savant's Beacon (mass affluent) model across the organization.
Requirements
- Bachelor’s degree required; advanced degree (MBA) or CFP® preferred
- Series 65 required
- 5+ years of leadership experience in wealth management or financial services
- Demonstrated experience in: client segmentation strategies, advisor team leadership and development, process optimization and scaling service models
- Strong financial acumen and experience managing toward performance or P&L outcomes
Benefits
- Medical, dental, and vision coverage with multiple plan options
- Health Savings Account (HSA) or Flexible Spending Account (FSA)
- Company-paid life insurance, AD&D, and disability coverage
- 401(k) with company match (Roth and Traditional options)
- Team-based incentive opportunities and recognition programs
- Generous paid time off, plus at least 10 paid holidays
- Annual “Savantiversary” day
- Summer Hours (shorter work weeks during the summer)
- Parental leave, personal leave, and other life-event support
- Employee Assistance Program (EAP)
- Wellness reimbursements (e.g., gym memberships)
- Flexible “Dress for Your Day” approach