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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.
Who We Are:
Position Overview:
Financial Planners are a key 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. 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.
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…
What you bring:
Why Work 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 quarterly 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!
Full Time
Securities
$120k-140k (estimate)
04/07/2024
06/05/2024
plancorp.com
SAINT LOUIS, MO
50 - 100
1983
Private
CHRIS KERCKHOFF
$50M - $200M
Securities
Plancorp offers financial and retirement planning, exit strategy advisory and asset management services for individuals and businesses.
The job skills required for Financial Planner include Planning, Written Communication, Financial Planning, Collaboration, etc. Having related job skills and expertise will give you an advantage when applying to be a Financial Planner. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Financial Planner. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Financial Planner positions, which can be used as a reference in future career path planning. As a Financial Planner, it can be promoted into senior positions as a Financial Associate (Corporate) III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Planner. You can explore the career advancement for a Financial Planner below and select your interested title to get hiring information.
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Financial planners primarily assist with financial and lifestyle planning.
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Budgeting and cash flow analysis.
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These companies or consultants can offer advice, or may be registered to sell financial products.
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Collect all documents required to create a complete financial plan.
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To obtain each of these licensures, the financial planner must complete a different set of education, examination, and work history requirements.
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Financial planners are a specific subset of financial advisors who focus on meeting longer term financial goals.
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The subcategory of financial planning tends to track closely with the trend for financial advising as a whole.
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They’re familiar with all kinds of financial transactions and products to make sure they present the most profitable solutions to their clients.
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Step 3: View the best colleges and universities for Financial Planner.