What are the responsibilities and job description for the Financial Planner position at Plancorp?
Plancorp
is seeking a
Financial Planner
to join our growing team.
Residing
in St. Louis, MO is
required
. Once fully trained, employees may elect a hybrid schedule, with some work done in the office and some at home.
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.
is seeking a
Financial Planner
to join our growing team.
Residing
in St. Louis, MO is
required
. Once fully trained, employees may elect a hybrid schedule, with some work done in the office and some at home.
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.
Who We
Are:
Are:
- Nationally recognized fee-only RIA firm
- St. Louis based; in business for 40 years
- AUM approx.
$
7.5
billion
- Serving individuals, families, business owners, non-profit and institutional clients
Position Overview:
Financial Planners are a key
component
of
Plancorp’s
wealth management team.
component
of
Plancorp’s
wealth management team.
They will begin as part of our centralized Planning Team, a shared resource
utilized
by our Wealth Managers, to delegate tasks and prepare for client meetings.
utilized
by our Wealth Managers, to delegate tasks and prepare for client meetings.
Beginning on this centralized team allows the Financial Planner to accumulate both financial planning and client-facing experience in a systematized
environment, and
encourages collaboration with peers.
environment, and
encourages collaboration with peers.
This position requires critical thinking skills and curiosity, plus the ability to work independently and remain flexible to changing priorities. As with all positions at
Plancorp
, specific duties will be adapted to our clients’ needs. In general, in this role you will…
Plancorp
, specific duties will be adapted to our clients’ needs. In general, in this role you will…
- Collect, organize, and synthesize client information.
- Construct financial and retirement projections.
- Assist
other team members with tasks related to clients’ estate planning, retirement planning, tax
planning
and insurance needs.
- Coordinate planning recommendations with outside professionals, as needed.
- Expand the client’s trust in
Plancorp
by providing exemplary customer service.
What you bring:
- B.A. or B.S. degree from accredited four-year university; social sciences or business majors preferred.
- Commitment to acting in the clients’ best interests in a fee-only financial planning environment.
- Respect for the confidentiality of client and corporate information.
- Strong analytical skills.
- Strong verbal and written communication skills.
- An understanding of the fundamentals of investing, including the characteristics and use of various investment securities, the mechanics of securities transactions, and the
different types
of investment accounts.
- Positive customer-focused attitude.
- Self-motivated to complete responsibilities with minimal supervision.
Why Work
With
Us?
With
Us?
You’ll
have the opportunity to learn from our team of experts, do work that touches people’s lives, and be a part of our unique culture. We take great care of the people who take care of our clients. Comprehensive rewards package includes
annual
bonuses, daily catered
lunch
and free access to a workout facility. People from underrepresented communities are
encourage
to apply. We look forward to meeting you!
have the opportunity to learn from our team of experts, do work that touches people’s lives, and be a part of our unique culture. We take great care of the people who take care of our clients. Comprehensive rewards package includes
annual
bonuses, daily catered
lunch
and free access to a workout facility. People from underrepresented communities are
encourage
to apply. We look forward to meeting you!
Salary : $8