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.

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

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.

Role Details

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.
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.
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.