Planning Strategist
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.
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.
The Planning Strategist can expect to focus in the following areas:
As a Planning Strategist, you will serve as a key driver of Savant’s planning excellence—delivering sophisticated advice, elevating the client experience, and supporting a cohesive, high-performing planning ecosystem.
Lead Advanced, High-Net-Worth Planning
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Serve as the primary planning strategist for a select group of high-net-worth clients with complex needs.
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Proactively identify and execute planning opportunities, ensuring clients receive forward-thinking, integrated guidance.
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Partner closely with advisory teams to design, present, and implement comprehensive planning strategies.
Deliver a Seamless and Sophisticated Client Experience
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Guide new high-net-worth clients through a smooth onboarding and discovery process.
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Ensure all planning engagements are delivered with precision, clarity, and adherence to “The Savant Way” and our service model standards.
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Serve as a trusted planning resource for advisors and clients, attending meetings and handling planning-related inquiries.
Strengthen Collaboration Across the Firm
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Work in concert with planners, financial planning associates, tax specialists, and other subject-matter experts to advance client outcomes.
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Participate in planning discussions for new prospects and new client opportunities.
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Support the advisory team with timely analyses, follow-up work, and planning deliverables.
Be a Thought Leader and Knowledge Builder
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Develop educational content, blogs, analyses, and webinar presentations that position Savant as a leader in planning excellence.
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Offer insights and expertise for internal training, elevating the skillset and confidence of planners and advisors.
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Contribute to updates and enhancements to internal processes, tools, and planning best practices.
Mentor, Develop, and Elevate Others
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Serve as a role model and mentor for planning team members, fostering a culture rooted in growth, collaboration, and lifelong learning.
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Provide hands-on coaching and real-time feedback to help team members develop planning acumen and professional maturity.
Role Details
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Location: Location is flexible, but you must live within a 50-mile radius of one of our Savant office and be able to reliably commute.
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Work-Model: 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.
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Hours: 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.