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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Advanced Planning Strategist for HNW Clients
Savant Wealth Management · Saint Paul, MN, USA ·
- Pay:
- 150.000 - 200.000
- Job type:
- Full Time
About Savant Wealth Management
Since 1986, skilled individuals with a desire to serve others and to advance in their craft have been drawn to Savant. Our team is comprised of smart, talented, servant leaders, who strive for the best, both professionally and personally. We believe in collaboration, innovation, excellence, and doing the right thing, while providing world-class service to our clients. We are part of the financial services industry offering our clients comprehensive wealth management strategies with a mission to help our clients achieve their financial success. Our firm offers competitive wages, comprehensive benefits, and opportunities for growth while maintaining a positive work-life balance.