Take the next step in your financial planning career with hands-on experience and a clear path forward. The Financial Planning Associate role at Savant offers meaningful exposure to sophisticated planning work and the opportunity to develop technical skills in a professional advisory environment. You’ll work with financial data, planning software, and analysis tools across multiple disciplines, building a foundation for a long-term career in fina...
Regional Director - New Partner Optimization. Lead. Inspire. Drive Growth. As a Regional Director at Savant, you’re more than a business leader—you’re the face of our culture and the catalyst for success in your markets. This role is about shaping strategy, building strong partnerships, and empowering teams to deliver exceptional results. You’ll set the tone for growth, lead innovative initiatives, and ensure every teammate and client experience ...
Join a team redefining what comprehensive planning can be. At Savant, we help clients see their wealth from every angle — retirement, taxes, investments, estate planning, business strategy, charitable giving, and beyond — so they can make confident, life-changing financial decisions. If you’re a planner who loves diving deep into sophisticated financial scenarios. and. building meaningful client relationships, this is where your career takes its ...
Take the next step in your financial planning career with hands-on experience and a clear path forward. The Financial Planning Associate role at Savant offers meaningful exposure to sophisticated planning work and the opportunity to develop technical skills in a professional advisory environment. You’ll work with financial data, planning software, and analysis tools across multiple disciplines, building a foundation for a long-term career in fina...
Join a team redefining what comprehensive planning can be. At Savant, we help clients see their wealth from every angle — retirement, taxes, investments, estate planning, business strategy, charitable giving, and beyond — so they can make confident, life-changing financial decisions. If you’re a planner who loves diving deep into sophisticated financial scenarios. and. building meaningful client relationships, this is where your career takes its ...
At Savant Wealth Management and recently acquired Prairieview Partners, we believe financial advice is more than numbers — it’s about people, relationships, and the futures we help shape. For nearly 40 years, Savant has served as a trusted fiduciary partner to individuals, families, and businesses, while Prairieview has built a proud reputation in St. Paul as a community-rooted wealth management firm. Together, we are united by a shared mission: ...
Want to make an impact this tax season. Our Tax Team is looking for a Seasonal Tax Admin Specialist who loves communication, teamwork, and keeping things organized. . The Seasonal Tax Admin Specialist performs an array of clerical and administrative duties, unique to an assigned area, as well as special activities as described. This role supports the Tax Team as a whole and may focus more in one particular area, such as financial planning, wealt...
Who We Are. At Savant, we’re more than wealth managers — we’re trusted guides helping our clients achieve financial clarity and peace of mind. Our Tax Strategy Team plays a key role in that mission, blending deep technical knowledge with proactive planning to help high-net-worth individuals, families, and business owners make smarter, more strategic tax decisions. We believe in curiosity, collaboration, and continuous learning. As part of our int...
Who We Are. At Savant, we’re more than wealth managers — we’re trusted guides helping our clients achieve financial clarity and peace of mind. Our Tax Strategy Team plays a key role in that mission, blending deep technical knowledge with proactive planning to help high-net-worth individuals, families, and business owners make smarter, more strategic tax decisions. We believe in curiosity, collaboration, and continuous learning. As part of our int...
Join a growing, creative team where your design skills will shape how our brand is seen and experienced across the company. This is your opportunity to make an impact in a collaborative, forward-thinking environment. The. Marketing Visual Design Coordinator. is responsible for producing high-quality, engaging, and on-brand visual assets that support internal and external communications, brand storytelling, and firm-wide marketing initiatives. Thi...
Join Savant as a. Marketing Automation & Lead Management Specialist. Take ownership of our marketing automation platform, manage lead data, and ensure campaigns and workflows run smoothly behind the scenes to drive business growth. The. Marketing Automation & Lead Management Specialist. plays a key role in optimizing our digital marketing by managing Salesforce Account Engagement (Pardot), maintaining lead scoring and grading models, and ensuring...
Drive tax excellence—mentor accountants, manage tax preparation, and help clients achieve their financial goals as our Tax & Consulting Manager in Lewes, DE. . The Tax and Consulting team serves as a partner in building lifetime relationships with clients. The Manager assists our wealth strategy specialists (tax, planning, and consulting) and wealth advisors with delivering our. Ideal Futures Process. to clients. This comprehensive process addres...
