Planning Strategist

Hybrid • Multiple Locations - Rockford, IL 61107

• Salary Range: $130,600.00 - $195,800.00 Salary
• Position Type: Full Time
• Job Shift: Day

• Leading proactive planning opportunities for high-net-worth clients with advanced planning needs and delivering recommendations alongside each client’s advisory team
• Serving as a trusted planning resource for advisors and clients by fielding technical questions and actively participating in client meetings and calls
• Helping onboard new high-net-worth clients through a seamless discovery process, and contributing to prospect planning meetings and new relationship development
• Coordinating follow-up planning analyses and delivering high-quality, profitable planning engagements in line with Savant’s service model and “The Savant Way”
• Sharing your expertise beyond the client meeting by writing planning blogs and marketing content, contributing to presentations, and hosting webinars with our marketing team
• Mentoring and developing planning team members through hands-on guidance and collaborative team engagement
• Helping review and enhance the policies and procedures behind a fully integrated planning practice
• Setting quarterly and annual OKRs in partnership with the Director of Financial Planning

• We’re open to candidates across the U.S., with a preference for those located near one of Savant’s offices
• Hybrid work model; fully remote arrangements may be considered for the right candidate
• Full-time position, Monday through Friday, during standard business hours
• Ideal for an experienced planner who has worked with wealthy or private clients and wants to make a meaningful impact as a planning specialist, rather than follow the traditional advisor path

Qualifications

• Bachelor’s degree in Business Administration, Finance, Accounting, or a related field
• 8+ years of experience delivering comprehensive financial planning services, including at least 3 years working with high-net-worth individuals
• Certified Financial Planner™ (CFP®) professional in good standing (required)
• 2–3 years of personal tax return review experience (preferred)
• Specialty certification in a relevant planning area, ideally tax-focused, such as CPA (ideal), Tax Planning Certified Professional® (TPCP®), or Enrolled Agent (EA), or pursuit of one within one year of hire
• Strong financial planning, tax, and wealth management acumen, with the judgment to anticipate client needs and make clear recommendations
• Excellent communication and presentation skills, with the ability to explain complex planning and tax concepts to clients both in writing and verbally
• A client-first, collaborative, growth-minded approach, with high attention to detail and the ability to manage multiple priorities in a fast-paced environment
• Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook, as well as financial planning and tax planning software

• Collaborative, integrated model across advisory, tax, and planning—no silos
• Growth-oriented firm, offering meaningful opportunities for career development and long-term impact
• Values-driven culture, grounded in excellence, integrity, lifelong learning, respect, growth, and servant leadership
• Majority employee-owned, giving our team a shared stake in our long-term success

• 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