As our founder, Jeff Buckner, put it: “We were acting as fiduciaries before we knew what it legally meant.” Jeff founded the firm based on values he learned from his father and grandfather, and that adherence to integrity and morals has driven the development of Plancorp’s culture as it stands today. We believe in putting our clients’ needs first and keeping their best interests at heart—and we do our best to make sure our actions speak just as loudly as our words.

Our team-based approach benefits clients and employees alike, as it allows new team members to learn from seasoned wealth managers, while ensuring we have the right people at the table to meet each client’s specific needs. All employees are salaried with opportunity for bonuses, based on the success of the firm.

With the majority of our employee shareholders under the age of 50 (and many under 40), Plancorp is committed to giving our employees the opportunity to lead the way into our future.

If this sounds like a culture you’d like to be a part of, please take a look at the open opportunities below or send us your resume with a cover letter noting why you’d be a good fit.

Open Positions

Our current opportunities are listed below, but we are always accepting resumes. Feel free to email yours here, along with a cover letter explaining why you’d be a good fit for our team.

Planning Intern Summer 2019 (St. Louis, MO)

Plancorp is seeking a Financial Planning Intern for summer 2019, to be located in our St. Louis office. 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 35 years
AUM approx. $4 billion

Position Overview:

Financial Planning Interns are rising seniors who have the opportunity to support Plancorp’s wealth management team after completing their junior year of college. You will be trained on the processes and technology we use to analyze a high net worth individual’s financial situation. This position requires critical thinking skills and curiosity, plus the abilities to work independently, remain flexible to changing priorities, and anticipate firm needs. In this role you will…

Organize and synthesize client information.
Construct financial and retirement projections.
Gain insight on how to assess estate, retirement, tax planning and insurance needs.
Demonstrate your adaptability and teamwork skills.
Experience and evaluate what it would be like to work with us full time.

What you bring:

Progress toward 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 little or no supervision.

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 strongly consider successful interns for full time roles upon graduation. We look forward to meeting you!

Wealth Manager

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.

Who We Are:

Nationally recognized fee-only RIA firm
St. Louis based; in business for over 30 years
AUM approx. $4 billion

Position Overview:

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, both to clients as an advocate, and to staff as a leader. 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. If you thrive in a progressive environment and like to be in charge of your career, we’d like to hear from you.

What You Bring:

B.A. or B.S. degree from accredited four year university; social sciences or business major preferred.
CPA or CFP designation is required.
5+ years serving as advisor/consultant for high net worth clients either with a wealth management firm or the tax division of an accounting firm.
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.
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 without supervision.

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 workout facility. Learn more about us or inquire directly by emailing our Chief Talent Officer.

Financial Planning Associate

Plancorp is seeking a Financial Planning Associate 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.

Who We Are:

Nationally recognized fee-only RIA firm
St. Louis based; in business for over 35 years
AUM approx. $4 billion

Position Overview:

Financial Planning Associates are a key component of Plancorp’s wealth management team and support the Wealth Manager’s primary focus of analyzing a high net worth individual’s financial situation and navigating them to their destination. This position requires critical thinking skills and curiosity, plus the ability to work independently, remain flexible to changing priorities, and anticipate firm needs and client questions. In this role you will…

Collect, organize, and synthesize client information.
Assess prospect or client’s estate, retirement, tax planning and insurance needs.
Construct and/or review all financial and retirement projections.
Analyze client’s information to assess estate, retirement, tax planning and insurance needs.
Coordinate planning recommendations and implement with outside professionals.
Respond appropriately to clients’ questions and requests.
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 little or no supervision.