Planning Strategist

Shape the Future for High‑Net‑Worth Clients. Shape Your Future at Savant.

At Savant, Our Vision Is Simple But Bold.
Transform personal and financial dreams into goals — and goals into reality.
As part of our advanced planning team, the

Planning Strategist

plays a mission‑critical role in bringing this vision to life. You’ll serve as a trusted expert to high‑net‑worth clients, collaborate closely with advisory teams, and deliver sophisticated planning strategies that reflect Savant’s commitment to excellence, integrity, and lifelong learning.
If you’re a CFP® professional who loves deep planning, thrives on complexity, and finds joy in helping others make meaningful, informed decisions — this is where your expertise becomes impact.
Lead Advanced, High‑Net‑Worth Planning

Serve as the primary planning strategist for a select group of high‑net‑worth clients with complex needs.
Proactively identify and execute planning opportunities, ensuring clients receive forward‑thinking, integrated guidance.
Partner closely with advisory teams to design, present, and implement comprehensive planning strategies.
Deliver a Seamless And Sophisticated Client Experience

Guide new high‑net‑worth clients through a smooth onboarding and discovery process.
Ensure all planning engagements are delivered with precision, clarity, and adherence to “The Savant Way” and our service model standards.
Serve as a trusted planning resource for advisors and clients, attending meetings and handling planning‑related inquiries.
Strengthen Collaboration Across the Firm

Work in concert with planners, financial planning associates, tax specialists, and other subject‑matter experts to advance client outcomes.
Participate in planning discussions for new prospects and new client opportunities.
Support the advisory team with timely analyses, follow‑up work, and planning deliverables.
Be a Thought Leader and Knowledge Builder

Develop educational content, blogs, analyses, and webinar presentations that position Savant as a leader in planning excellence.
Offer insights and expertise for internal training, elevating the skillset and confidence of planners and advisors.
Contribute to updates and enhancements to internal processes, tools, and planning best practices.
Mentor, Develop, And Elevate Others

Serve as a role model and mentor for planning team members, fostering a culture rooted in growth, collaboration, and lifelong learning.
Provide hands‑on coaching and real‑time feedback to help team members develop planning acumen and professional maturity.
Role Details

Location: Flexible, but you must live within a 50‑mile radius of one of our Savant offices and be able to reliably commute.
Work‑Model: Senior Financial Planners are expected to work in the office at least three days per week as part of our hybrid work model.
Hours: Typical working hours are Monday through Friday, 8:00 am – 5:00 pm CT, with potential flexibility based on business needs.
Qualifications

Required

Bachelor’s degree in Finance, Accounting, Business, or a related discipline.
8+ years delivering comprehensive financial planning, with 3+ years serving HNW clients.
CFP® certification required.
Experience reviewing personal tax returns (2–3 years preferred).
Pursuit or possession of a tax‑focused certification (CPA preferred; TPCP®, EA, or similar welcomed).
Preferred

Strong proficiency in Microsoft Word, Excel, PowerPoint, Outlook, and planning/tax software.
Demonstrated tax, wealth management, and financial planning acumen.
Exceptional communication skills — both client‑facing and internal.
Why Join Us?

For nearly 40 years, Savant Wealth Management has served as a trusted advisor to established individuals, families, and businesses seeking clarity and confidence in their financial lives. Our name, rooted in the Latin word sapere – “to be wise” – reflects our commitment to evidence‑based investing and the power of decision‑making based on deep knowledge. We are a fee‑only, independent, fiduciary wealth management firm providing comprehensive guidance on investments, financial planning, tax and business consulting, estate planning, trust services, and family office support. At the heart of our firm is a culture of lifelong learning—one that values curiosity, continuous improvement, and helps clients pursue their ideal future with purpose and discipline.
The Perks

Benefit Eligibility on Day One: Immediate access to a robust benefits package.
Choice of Medical Plans: Two medical plans tailored to fit your needs.
Health & Wellness Accounts: Health Savings Account (HSA) or Flexible Spending Account (FSA).
Flexible Dental Coverage: Two dental plan options.
Vision Insurance: Vision insurance plan.
Company‑Paid Life & AD&D Insurance: Fully covered basic life insurance and accidental death & dismemberment benefits.
Company‑Paid Disability Coverage: Short‑term and long‑term disability plans.
401(k) with Company Match: Roth and Traditional 401(k) plans with a per pay period company match.
Generous Paid Time Off: PTO that increases with your years of service, at least 11 paid holidays each year, a paid day each year for your Savantiversary, and shorter work weeks with our Summer Hours.
Additional Leave and Time Off Benefits: Personal leave, parental leave, professional development paid time, and bereavement pay.
Dress Code: “Dress for Your Day” approach with wardrobe flexibility.
Employee Recognition: Monetary awards through our recognition program.
Team Incentive Plans: Participation in our team incentive plan for additional earning opportunities.
Employee Assistance Program: Support via the Employee Assistance Program.
Exclusive Discounts: Various discount programs for additional savings.
Wellness Reimbursements: Reimbursement for gym memberships and other wellness programs.
Additional Perks: Reimbursement for warehouse club memberships and an allowance for Savant swag.
All applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time.
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job posting. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required of the incumbent in this position. Any combination of equivalent education and work experience will be considered.
Savant Capital LLC is an Equal Opportunity Employer.

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