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.
Job Summary
The Financial Planner, known as the Private Client Group (PCG) Planner at Savant, provides financial planning services to high-net-worth clients and is responsible for performing a variety of tasks on behalf of the Private Client Group. The PCG Planner may be dedicated to a select group of clients that have complex planning needs. PCG planners are responsible for creating and presenting a wide variety of planning related tasks through coordination of the client discovery process and ongoing planning relationship of the lead advisor, co-advisor, PCG Advisor, and client to provide an integrated wealth management experience.
Duties and Responsibilities
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Assist our advisors with the profitable delivery of our service models as defined in Savant Service and Segmentation Guidelines and according to the The Savant Way
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Ensure client financial needs are addressed as follows:
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Participate in the management of client contact and communications
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Participate in planning related meetings
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Perform duties based on the lead advisor, co-advisor, PCG Advisors interaction with the client
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Collaborate with the advisors in making recommendations
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Assist with the preparation of clients income tax returns
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Provide proactive planning/tax articles and news that pertains to clients specific situation
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Meet with clients/potential clients, to obtain information necessary to develop and complete a financial plan or other various financial analyses
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Gather, organize, and synthesize client data and review client financial statements, tax returns, estate planning documents and all other information necessary to develop a financial plan or other various analyses
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Prepare and deliver various financial planning analyses (i.e., tax analyses, social security analyses, insurance analyses, stock option analyses, Roth conversion analyses, pension analyses, etc.)
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Develop and execute Retirement Planning Workshops using Money Guide Pro (or other software) in an interactive format to clients
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Develop financial plans and suggest alternative options and recommendations for review with advisors
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Prepare updated financial plans and analyses as requested
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Utilize various financial analysis programs, and review output looking for completeness, accuracy and anticipated results sought by advisors
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Conduct special and routine planning research projects, as requested by supervisors
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Perform other duties as requested
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Maintain team approach by assisting and filling in for others
