Planning Strategist
Savant Wealth ManagementRockford, Illinois, United States
Posted March 25, 2026
127500 - 175000 USD
Full Time
About the Company
Savant is a fee-only, independent, fiduciary wealth management firm providing comprehensive guidance on investments, financial planning, tax and business consulting, estate planning, trust services, and family office support.
Job Description
The Planning Strategist plays a mission-critical role in bringing Savant's vision to life by serving as a trusted expert to high-net-worth clients and delivering sophisticated planning strategies.
Requirements
- Bachelor’s degree in Finance, Accounting, Business, or a related discipline
- 8+ years delivering comprehensive financial planning, with 3+ years serving HNW clients
- CFP® certification required
- Experience reviewing personal tax returns (2–3 years preferred)
- Pursuit or possession of a tax-focused certification (CPA preferred; TPCP®, EA, or similar welcomed)
Benefits
- Choice of Medical Plans
- Health & Wellness Accounts
- Flexible Dental Coverage
- Vision Insurance
- Company-Paid Life & AD&D Insurance
- Company-Paid Disability Coverage
- 401(k) with Company Match
- Generous Paid Time Off
- Additional Leave and Time Off Benefits
- Dress Code
- Employee Recognition
- Team Incentive Plans
- Employee Assistance Program
- Exclusive Discounts
- Wellness Reimbursements
- Additional Perks