Financial Planner (Entry Level)

Plancorp is seeking a Financial Planner to join our growing team. Residing in St. Louis, MO (We are not entertaining non local candidates at this time) 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:

• Nationally recognized fee-only RIA firm
• St. Louis based; in business for 40 years
• AUM approx. $10 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.

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…

• 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:

• Bachelor’s Degree with major in either Finance, Economics, Financial Planning, or Accounting
• Entry level position (Academic projects or Internship experience is a bonus)
• Must have a desire to obtain a Certified Financial Planner designation or preparing to enter a CFP® program
• Have a theoretical understanding of the financial markets
• Be able to work independently, but also able to function in a team environment when the situation dictates
• Ability to manage competing priorities in a timely fashion
• Strong attention to detail and systematic follow-through with prospects and clients
• Ability to communicate information in a clear, concise, and professional manner

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 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!