Planning Strategist

About the role

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.

Responsibilities

• 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.
• 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.
• Support the advisory team with timely analyses, follow-up work, and planning deliverables.
• Participate in planning discussions for new prospects and new client opportunities.
• 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.
• Provide hands-on coaching and real-time feedback to help team members develop planning acumen and professional maturity.

Qualifications

• 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).

Benefits

• Base Salary Range: $127,500 - $175,000
• Medical Plans
• Health & Wellness Accounts
• Flexible Dental Coverage
• Vision Insurance
• Company-Paid Life & AD&D Insurance
• Company-Paid Disability Coverage
• 401(k) with Company Match
• Generous Paid Time Off
• Additional Leave and Time Off Benefits
• Employee Recognition
• Team Incentive Plans
• Employee Assistance Program
• Exclusive Discounts
• Wellness Reimbursements
• Additional Perks