Senior Financial Planner

Senior Financial Planner Multiple Locations

• Rockford, IL 61107; Birmingham AL
• Birmingham, AL 35203; Chicago IL Madison Ave
• Chicago, IL 60606; Middleton WI
• Middleton, WI 53562; Rockford IL Headquarters
• Rockford, IL 61107; St Paul MN
• St. Paul, MN 55101; Westwood, MA
• Westwood, MA 02090; Vienna VA
• Vienna, VA 22182 Apply Overview Salary Range $86,000.00
• $118,000.

00 Salary/year Position Type Full Time Job Shift Day Apply Description Shape Ideal Futures. Lead with Expertise. Deliver with Heart. At Savant, we believe financial planning is more than numbers — it's a chance to help clients see their wealth from every angle so they can make wise decisions with confidence. If you're an experienced CFP® professional who thrives on complexity, values deep client relationships, and is energized by both strategy and service, our Senior Planner opportunity may be your next ideal future. In this role, you'll partner closely with Advisors and Planning Strategists to lead sophisticated planning engagements across all 10 key areas of financial planning . You'll guide high-net-worth clients, translate complex data into meaningful strategies, elevate the client experience, and help develop the next generation of planners. And you'll do it all inside a culture built on Excellence, Integrity, Lifelong Learning, Respect, Growth, and Servant Leadership — where collaboration is natural, curiosity is encouraged, and your expertise makes a tangible impact. The Senior Financial Planner can expect to focus in the following areas: Lead advanced financial planning across retirement, education, income tax, investments, estate, business and charitable planning, insurance, health & wellness, and debt management. Serve as a key client relationship manager , conducting discovery meetings, presenting analyses, guiding decisions, and ensuring a white-glove client experience. Develop sophisticated analyses — tax projections, stock option planning, Roth conversion assessments, and more. Support advisors and PCG teams , reviewing planning work, coordinating cases, and contributing your subject-matter expertise. Mentor junior planners and elevate team learning through coaching, quality control, and leading firmwide planning initiatives. Take ownership of Navigator client onboarding , ensuring seamless transitions and a confident first step into Savant's planning journey. Bring emotional intelligence, collaboration, and proactive problem-solving to a variety of client scenarios and team projects. A couple things to note about our Senior Financial Planner position: Location is flexible, but you must live within a 50-mile radius of one of our Savant office and be able to reliably commute. This role requires you to work in-office at the start at least 3 days per week. To support our collaborative, relationship-driven culture, Senior Financial Planners are expected to work in the office at least three days per week as part of our hybrid work model. Typical working hours are Monday through Friday, 8:00am

• 5:00pm CT, but with our offices being coast to coast, there may be flexibility based on business needs.

Qualifications The Senior Financial Planner position typically requires the following qualifications: CFP® certification (required) 8+ years delivering comprehensive financial planning 3+ years serving high-net-worth clients Mastery of financial planning software and tax planning tools A refined ability to communicate complex financial concepts clearly Intellectual curiosity and a proactive, improvement-focused mindset A client-first attitude and alignment with our core values A passion for delivering work that demonstrates quality, accuracy, and integrity Why Join Us? 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 The Perks:

At Savant, we are committed to supporting our employees as well as investing in their well-being and growth. We take a market-based approach to compensation. The expected base salary range for this role nationally is $86,000

• $118,000.

However, final base pay will be carefully determined based on several factors, including responsibilities, skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits. We also offer a benefits package designed to enhance both your personal and professional life. Below is an overview of our total rewards offering. The benefits available for this role can be discussed in detail during the hiring process. Benefit Eligibility on

Day One:

Enjoy immediate access to a robust benefits package starting on your first day of employment.

Choice of Medical Plans:

Select from two medical plans tailored to fit your needs.

Health & Wellness Accounts:

Opt for a Health Savings Account (HSA) or Flexible Spending Account (FSA) to manage your healthcare expenses.

Flexible Dental Coverage:

Choose between two dental plan options for optimal oral health.

Vision Insurance:

Keep your eyes healthy with our vision insurance plan.

Company-Paid Life & AD&D Insurance:

Feel secure with fully covered basic life insurance and accidental death & dismemberment benefits.

Company-Paid Disability Coverage:

Rest easy knowing you're covered with both short-term and long-term disability plans. 401(k) with

Company Match:

Invest in your future with both Roth and Traditional 401(k) plans, featuring a per pay period company match.

Generous Paid Time Off:

Benefit from PTO that increases with your years of service, at least 11 paid holidays each year, a paid day each year for your Savantiversary, and enjoy shorter work weeks with our Summer Hours.

Additional Leave and Time Off Benefits:

Personal leave, parental leave, professional development paid time, and bereavement pay are just a few examples of how you will be supported with time off and other benefits during life's most critical moments

Dress Code:

Enjoy a "Dress for Your Day" approach to your style. We offer wardrobe flexibility based on office culture, client expectations, and your daily schedule.

Employee Recognition:

Enjoy monetary awards through our recognition program.

Team Incentive Plans:

Participate in our team incentive plan for additional earning opportunities.

Employee Assistance Program:

Access support through our Employee Assistance Program whenever you need it.

Exclusive Discounts:

Take advantage of various discount programs for additional savings.

Wellness Reimbursements :

Get reimbursed for gym memberships and other wellness programs to stay fit and healthy.

Additional Perks:

Get reimbursed for your warehouse club memberships and receive an allowance for Savant Swag. Take your career to new heights, apply today! All applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time. We are not accepting unsolicited resumes from agencies and/or search firms for this job posting. The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required of the incumbent in this position. Any combination of equivalent education and work experience will be considered. Savant Capital LLC, is an Equal Opportunity Employer. Share job details to About Savant Markets Change. Careers Grow. Savant's Experience Matters. For nearly 40 years, Savant Wealth Management has helped clients navigate evolving markets—from uncertainty and volatility to recovery and growth. Through it all, one thing has remained constant: a commitment to disciplined thinking, long-term perspective, and doing what's right. That same philosophy shapes how we build careers. As a fee-only, independent fiduciary firm, Savant integrates investment management, financial planning, tax, and estate planning to help clients pursue their ideal futures. Behind that work is a team of professionals who are equally focused on building their own. Quick Facts About Savant Founded in 1986 in Rockford, Illinois Majority employee-owned Coast-to-coast presence Integrated, multidisciplinary wealth management platform A Place to Build an Ideal Future—For Clients and for You At Savant, we believe great outcomes for clients start with a strong, aligned, and empowered team.

We are:

Collaborative by design

• We operate as one team, not silos, bringing together diverse expertise to deliver integrated advice Values-driven
• Our decisions are guided by excellence, integrity, respect, lifelong learning, growth, and servant leadership Growth-oriented
• We are scaling intentionally, creating opportunities for career development, leadership, and long-term impact Employee-owned
• Our team has a direct stake in the firm's success and future We don't just offer jobs—we offer the opportunity to build meaningful, long-term careers in a firm designed for scale, innovation, and enduring impact.

Our Purpose Vision:

Transform personal and financial dreams into goals—and goals into reality.

Mission:

Build one million ideal futures for our clients, our team, and the communities we serve. Who Thrives at Savant Our team members tend to be: Client-first, always Collaborative and team-oriented Entrepreneurial and growth-minded Committed to continuous learning Driven to make a meaningful impact If you're someone who wants to grow your career alongside a firm that's building for the long term—we'd love to connect.