What are the responsibilities and job description for the Financial Planner position at Savant Wealth Management?
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 next leap forward.
Why This Role Matters
As a Financial Planner on our Planning Team, you’ll work side-by-side with Strategists and Advisors to design comprehensive, elegant solutions across Savant’s 10 key areas of planning. You’ll become a trusted resource for clients and internal partners — and as your expertise evolves, you’ll take an increasingly active role in leading client conversations and owning the planning process.
This is more than entering numbers into software. It’s partnering with a firm that believes planning is powerful, purposeful, and personal.
What You’ll Do
As a Financial Planner at Savant, you’ll play a central role in delivering a comprehensive, coordinated, and deeply personal planning experience to our clients. Your work will span analysis, collaboration, communication, and client relationship-building, including:
Support the Planning Process
- Partner closely with Strategists, Advisors, and Financial Planning Associates to ensure every client’s financial needs are fully understood and addressed.
- Promote and uphold Savant’s planning process across our 10 key planning areas: retirement, education, income tax, investments, estate, business, charitable, risk, debt, and health & wellness.
- Participate in planning-related meetings and manage ongoing client communication.
Data Gathering & Analysis
- Gather, organize, and synthesize client information — including financial statements, tax returns, insurance documents, estate plans, and more.
- Input, maintain, and verify client data across planning software, CRM systems, and tax technology tools.
- Prepare and deliver a wide range of financial analyses such as tax projections, Social Security optimization, insurance evaluations, stock option modeling, Roth conversion scenarios, pension analyses, and other planning insights.
- Develop and present retirement plans using interactive financial planning software.
Strategy & Collaboration
- Work alongside Strategists and Advisors to craft thoughtful, tailored planning recommendations.
- Utilize financial analysis tools to review outputs and ensure accuracy, completeness, and alignment with planning goals.
- Participate in client and prospect meetings to gather information, uncover goals, and support the development of comprehensive plans.
Client Service & Relationship Building
- Cultivate strong client relationships, demonstrating professionalism, empathy, and a high level of emotional intelligence.
- Serve as a resource for Advisors and clients by answering planning-related questions with clarity and confidence.
- Ensure a consistent, exceptional client experience through proactive communication and service.
Teamwork & Professional Growth
- Contribute to a team-first culture by assisting colleagues and stepping in where needed.
- Take ownership of your professional development and progress along Savant’s Planning Team career path.
- Perform additional duties as requested to support the integrated wealth management experience.
A couple things to note about our Financial Planner position:
- This position has the flexibility to be based out of our Birmingham, AL, Middleton, WI, or Wellesley, MA offices.
- To support our collaborative, relationship-driven culture, 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.
The Financial Planner position typically requires the following qualifications:
- Bachelor’s degree in Finance, Accounting, Business, or related field.
- 2–4 years of comprehensive financial planning experience with proven client-facing skills.
- CFP® certification (or nearing completion of experience requirement).
- Strong analytical mindset with exceptional attention to detail.
- Proficiency in financial planning and tax software, plus Word, Excel, and Outlook.
- A proactive, solutions-oriented approach — you don’t wait to be asked; you anticipate.
- High emotional intelligence and the ability to collaborate with diverse personalities.
- A deep curiosity about financial planning and a drive to constantly improve.
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 $77,000 - $112,000. 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.
Salary : $77,000 - $112,000