Savant Wealth Management is seeking a Planning Strategist to serve high‑net‑worth clients with complex planning needs. Location is flexible within 50 miles of a Savant office, with a hybrid work model requiring onsite presence several days per week.
You’ll lead advanced planning, collaborate with advisory teams, and deliver sophisticated strategies while upholding The Savant Way. CFP certification and 8+ years of planning experience are required. Competitive salary shown.
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Hybrid Planning Strategist for High‑Net‑Worth Clients
Savant Wealth Management · Rockford, IL, USA ·
- Pay:
- 127.500 - 175.000
- Job type:
- Full Time