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Private Client Group Advisor

Savant Wealth Management
Lincolnshire, IL | Chicagoland
$120,000+ per year & comprehensive benefits
Closing date
Mar 2, 2023

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Job Role
Financial Planner
Employment Type
Full Time
Experience Level
5 to 9 years
CFP® Certification

Job Details

Collective Wisdom. We're Better Together.


At Savant Wealth Management, we are driven by a purpose to serve our clients with skill, passion and integrity. Inspired by collaboration, our team craves innovation, commitment to excellence and above all, doing what is right. We are up for any challenge. Since 1986 we have focused on committing to helping clients achieve peace of mind through our collective insight and wisdom.


If you want to be part of a culture that is defined through strong values - Savant is right for you.

Role Summary

The Senior Financial Planner, known as the Private Client Group (PCG) Advisor at Savant, is an advanced level advisory role which is responsible for proactively formulating and implementing planning advice for high-net-worth clients. The PCG Advisor will be dedicated to a select group of clients. PCG advisors will be supported by the Private Client Groups technical specialists (PCG Planners), along with other technical specialists both within and outside of the company, as deemed necessary.

Duties and Responsibilities

  • Responsible for profitable delivery of our service models as defined in Savant Service and Segmentation Guidelines and according to the The Savant Way

  • Assume financial planning relationships with a number of existing high-net-worth clients.

    • Take lead on proactive planning opportunities and deliver to clients in unison with the clients lead and co-advisors

  • Help onboard new high-net-worth clients to ensure smooth transition

  • Participate in new client relationship development

    • Actively participate in planning meetings regarding new prospects (as appropriate) and new clients

    • Coordinate follow-up planning analyses

  • Maintain team approach by assisting and filling in for others.

  • Actively oversee entire the tax return preparation process for your assigned high-net-worth clients that are both wealth and tax prep clients

    • Review assigned tax returns and provide a high level of communication throughout the tax return process

    • Meet with clients to deliver tax returns, as appropriate

  • Supervise Private Client Group Planners

    • Conduct regular leadership meetings with team members

    • Develop quarterly OKRs in conjunction with PCG Planners and PCG Leader

    • Deliver annual performance reviews


The PCG Advisor position typically requires the following qualifications:

  • Minimum 7-12 years of experience in comprehensive financial planning with a demonstrated ability to develop and manage complex financial plans

  • Proven client-facing experience with high-net-worth clients that have complex planning needs

  • Bachelors Degree in Business Administration, Finance, Accounting or related field from an accredited college or university

  • Must be a CERTIFIED FINANCIAL PLANNER professional in good standing

  • Minimum 2-3 years of personal tax return review preferred

  • CPA (ideal) or Enrolled Agent (EA) preferred upon hire or attained EA credential within one year of date of hire

  • Proficiency in Microsoft Word, Excel, PowerPoint and Outlook, as well as financial planning and tax preparation software

  • Financial planning/tax/wealth management acumen, judgment and experience

  • Excellent communication and listening skills

  • Client first attitude

  • A team player, collaborative, able to work with and through others


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


Savant Wealth Management is a majority employee-owned, fee only, independent RIA  firm. For more than 30 years, we have worked to provide wise counsel to individuals, families, and businesses. We offer investment management, financial planning, retirement planning, and family office services to financially established individuals and institutions. We also offer corporate accounting, tax preparation, payroll and consulting. With over 300 employees and 24+ locations throughout the United States, we work together to help our clients and one another achieve their ideal futures. We are majority employee-owned and founder-led.

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