Planning Strategist
About the role
At Savant, our vision is to transform personal and financial dreams into goals and goals into reality. As a Planning Strategist, you will play a crucial role in bringing this vision to life by serving as a trusted expert to high-net-worth clients, collaborating with advisory teams, and delivering sophisticated planning strategies.
Responsibilities
Lead advanced, high-net-worth planning, serving as the primary planning strategist for a select group of 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, ensuring 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.
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.
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, providing 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).
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.
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.