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
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.