Advanced Planning Strategist for HNW Clients

Savant Wealth Management is seeking a Planning Strategist to join our advanced planning team. In this role, you will be responsible for guiding high-net-worth clients towards achieving their financial goals. The ideal candidate will possess 8+ years of financial planning experience, particularly with HNW clients, and a CFP certification.
This hybrid position requires a presence in the office at least three days a week, with flexibility in working hours based on business needs. Benefits include a generous compensation package, medical benefits, and ongoing professional development.

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