Plancorp - Saint Louis, MO
posted 4 days ago
About the position
Plancorp is seeking a Wealth Manager to join our growing team. We advocate for clients by proactively guiding them through all aspects of their financial lives. The firm provides comprehensive, holistic financial planning and investment advisory services for individuals, families, business owners, non-profit and institutional clients. We assist clients in articulating meaningful goals and attaining those goals through actions and strategies consistent with their specified values. We are always on the lookout for someone who loves to close business, and who craves independence and flexibility. As a Wealth Manager for Plancorp, you'll contribute to significant growth for the firm by evangelizing the Plancorp brand and providing white glove service to our clients, while having the support of a team behind you. The Wealth Manager has an entrepreneurial spirit and wants to apply their talents in a fee-only environment. They have a passion for explaining complex personal financial matters in a way that makes sense to anyone. This role is responsible for business development, as well as servicing clients. The Wealth Manager plays a lead advisory role with a financial planning focus, and operates in a team-based environment, where everyone is rewarded based on the success of the firm.
Responsibilities
- Business development and client servicing
- Provide comprehensive financial planning advice
- Lead advisory role with a financial planning focus
- Evangelize the Plancorp brand
- Deliver white glove service to clients
- Work in a team-based environment to achieve firm success
Requirements
- B.A. or B.S. degree from accredited four-year university; social sciences or business major preferred
- CPA or CFP designation
- 5+ years serving as advisor/consultant for high net worth clients
- Strong experience with individual tax planning and individual tax nuances
- Commitment to acting in the clients' best interests in a fee-only financial planning environment
- Belief in academically based investment philosophy
- Respect for the confidentiality of client and corporate information
- Strong financial and analytical skills
- Strong verbal and written communication skills
- Experience providing comprehensive financial planning advice
- Understanding of the fundamentals of investing and various investment securities
- Positive customer-focused attitude
- Self-motivated to complete responsibilities without supervision
Benefits
- 12 paid holidays
- Comprehensive rewards package
- Daily catered lunch
- Free access to a workout facility
