Planning Strategist

Planning Strategist

Salary Range $ - $ Salary Position Type Full Time Job Shift Day

Shape the Future for High-Net-Worth Clients. Shape Your Future  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. The Planning Strategist can expect to focus in the following areas:

• Lead Advanced, High-Net-Worth Planning
• Deliver a Seamless and Sophisticated Client Experience
• Strengthen Collaboration Across the Firm
• Be a Thought Leader and Knowledge Builder
• Mentor, Develop, and Elevate Others

Role Details

• Location is flexible, but you must live within a 50-mile radius of one of our Savant office and be able to reliably commute.
• Work-Model:
  To support our collaborative, relationship-driven culture, 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, 8:00am - 5:00pm CT, but with our offices being coast to coast, there may be flexibility based on business needs.

The Planning Strategist position typically requires the following 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.

Take your career to new heights, apply today! 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. Savant Capital LLC, is an Equal Opportunity Employer.