Financial Planning Associate

Financial Planning Associate – Savant Wealth Management

Take the next step in your financial planning career with hands‑on experience and a clear path forward. The Financial Planning Associate role at Savant offers meaningful exposure to sophisticated planning work and the opportunity to develop technical skills in a professional advisory environment. You’ll work with financial data, planning software, and analysis tools across multiple disciplines, building a foundation for a long‑term career in financial planning.

Pay Range: $61,000 – $89,000 per year. The actual pay will be based on your skills and experience. Discuss with the recruiter to learn more.

• Data & Analysis
  • Gather, organize, and synthesize client financial information including tax returns, investment statements, insurance policies, and estate planning documents.
  • Prepare and deliver a variety of analyses: tax projections, Social Security optimization, insurance evaluations, stock option/executive compensation modeling, Roth conversion scenarios, pension and retirement income analyses.
  • Develop retirement plans and propose alternative strategies using advanced financial planning software.
  • Review analysis outputs for accuracy, completeness, and alignment with planning goals.
• Collaboration & Research
  • Assist Planners, Strategists, and Advisors in creating comprehensive financial plans.
  • Participate in special research projects to support advisory teams.
  • Contribute to documenting and improving workflows, policies, and procedures across the planning function.
• Professional Growth & Team Support
  • Support planning initiatives across departments and contribute to a team‑first culture.
  • Step in to help peers and other departments as needed.
  • Progress intentionally along the Planning Team career path with ongoing learning and mentorship.
  • Perform additional duties as needed to support Savant’s integrated planning approach.

• Flexibility to be based out of our Birmingham, AL or Middleton, WI offices.

• Expected to work in the office at least three days per week as part of our hybrid model.

• Typical working hours Monday–Friday, 8:00 am – 5:00 pm CT, with flexibility based on business needs.

• Must Have:
  • Bachelor’s degree in Finance, Accounting, Business, or related field; CFP Board Registered program preferred.
  • 0–3 years of experience in financial planning or related work.
  • Strong analytical, organizational, and problem‑solving skills.
  • High attention to detail and a commitment to accuracy.
  • Excellent communication and listening skills.
  • A “client first” mindset and passion for pursuing a career in wealth management.
  • Proficiency in Microsoft Office and comfort learning financial planning software.
• Preferred:
  • Series 65 (or willingness to obtain within 3–6 months).
  • CFP® certification or active progress toward CFP® requirements.

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.

Our Vision: Transform personal and financial dreams into goals and goals into reality.
Our Mission: To build one million ideal futures for our clients, our team, and the communities we serve.
Our Values: Excellence, Integrity, Lifelong Learning, Respect, Growth, Servant Leadership.

• Benefit eligibility on Day One with a robust benefits package.
• Medical plans:
  Two tailored options.
• Health & Wellness accounts: HSA or FSA.
• Dental coverage:
  Two plan options.
• Vision insurance.
• Company‑paid life & AD&D insurance.
• Company‑paid disability coverage.
• 401…