Wealth Advisor

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.

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.
• Deliver a Seamless And Sophisticated Client Experience
• 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.
• Strengthen Collaboration Across the Firm
• 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.
• Be a Thought Leader and Knowledge Builder
• 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
• Serve as a role model and mentor for planning team members, fostering a culture rooted in growth, collaboration, and lifelong learning.
• Provide hands-on coaching and real-time feedback to help team members develop planning acumen and professional maturity.

Requirements

• Bachelor’s degree in Finance, Accounting, Business, or a related discipline.
• 8+ years delivering comprehensive financial planning services.
• Experience with complex financial planning and wealth management.
• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal skills.
• Ability to work independently and as part of a team.
• Knowledge of financial planning software and tools.
• Certified Financial Planner (CFP®) designation preferred.