Savant Wealth Management

Financial Planner

Bachelor’s degree in Finance, Accounting, Business, or related field; 2–4 years financial planning experience; CFP certification or nearing completion; strong analytical skills and client focus.

Regional Director, Advisory - New Partner Optimization

Regional Director, Advisory

Bachelor’s degree in business, finance, marketing or related field; 10+ years wealth management; 5+ years leadership; Series 65 or equivalent or other qualifying designation; up to 75% travel; strong communication and interpersonal skills.

Client Services Representative  - Cedar Rapids, IA

Client Services Representative

High School Diploma; Associate Degree or Bachelor’s Degree preferred; 2-5 years of experience in client services/administrative support in financial services, banking, or insurance.

Title	Location	Date
Financial Planner Full Time · $77K-$115K · 2+ YOE Rockford or Birmingham or Middleton or Wellesley · Hybrid	Rockford or Birmingham or Middleton or Wellesley Hybrid	Dec 11, 2025
Regional Director, Advisory - New Partner Optimization Full Time · $200K-$250K · 10+ YOE Rockford, Illinois, United States · Remote	Rockford, Illinois, United States Remote	Dec 10, 2025
Client Services Representative - Cedar Rapids, IA Full Time · 2+ YOE Cedar Rapids, Iowa, United States · Onsite	Cedar Rapids, Iowa, United States Onsite	Dec 16, 2024

Activities	Investment managementFinancial planningTax advisoryEstate planningFamily office services
Headquarters	US
Industries	Asset ManagementFinancial Services
Name	Savant Wealth Management
Employees	629
Type	Private
Subsidiaries	Savant Tax & ConsultingSavant Legal LLPHeritage Financial ServicesSource Financial AdvisorsCorrigan Financial
Tagline	Independent fiduciary firm providing comprehensive wealth management and planning.
Founded	1,986
Website	savantwealth.com
Latest Funding Round	Private Equity
Latest Funding Year	2,021
Latest Funding Amount	346,000,000
Latest Investors	Kelso & CompanyThe Cynosure Group

Savant Wealth Management

About Savant Wealth Management