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Advanced Planning Strategist HNW Clients
Job in
Saint Paul, Ramsey County, Minnesota, 55199, USA
Listed on 2026-06-20
Listing for:
Savant Wealth Management
Full Time
position Listed on 2026-06-20
Job specializations:
-
Finance & Banking
Financial Consultant
Job Description & How to Apply Below
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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