Plancorp is seeking a Wealth Manager to join our growing team. Focused on serving Ultra High Net Worth (UHNW) individuals and families, this Wealth Manager will advocate for clients by proactively guiding them through all aspects of their financial lives.

Who We Are:

• Nationally recognized RIA firm

• St. Louis based; in business for over 36 years

• AUM approx. $4 billion

What You Bring:

You have an entrepreneurial spirit and want to apply your talents in a fee-only Wealth Management company. You have a passion for explaining complex personal financial matters, both to clients in your role as advocate, and to staff in your role as leader.

You might be a CPA or an attorney, or employee of a family office. In any case, you’ve been in a lead advisory role for high net worth clients for a minimum of five years. You thrive in a progressive environment, where you are in charge of your career.

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 at http://www.plancorp.com/ or inquire directly by emailing our Chief Talent Officer at amy.jones@plancorp.com.

Plancorp is seeking a Director of Advisor Success 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 35+ years
• AUM approx. $4 billion

Position Overview:

Reporting to the Chief Planning Officer, the Director of Advisor Success enhances Plancorp’s client experience by ensuring our team knows and adheres to established processes for all aspects of financial planning. Coaches and directs individuals and teams to reach their full potential. This position requires embracing new ideas and ways of doing things. This experienced, effective leader will need to possess and encourage in others a growth mindset. In this role you will…

• Lead monthly Wealth Management team meetings.
• Mentor staff on technical and relationship skills.
• Hold team accountable to best practices and effective habits.
• Manage capacity and provide guidance for staffing plans.
• Organize and conduct training.
• Implement and reinforce process changes.
• Serve as a key participant on the Financial Planning Committee.
• Partner with Operations and Talent to enhance client experience and advisor efficiency.

What you bring:

• Approachable demeanor and expertise in working with people to solve problems.
• Knowledge about many areas of comprehensive financial planning.
• Ability to communicate effectively with employees to share knowledge, set goals and evaluate performance.
• CFP designation strongly preferred.

Why Work With Us?

You’ll have the opportunity to collaborate with a 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 at http://www.plancorp.com/ or inquire directly by emailing our Chief Talent Officer at amy.jones@plancorp.com

Nationally recognized Saint Louis based fee-only Wealth Management company is seeking a Family Office Assistant for our growing team.

Plancorp advocates for their clients by proactively guiding them through all aspects of their financial lives. The firm, with assets under management of approximately $4 billion, 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.

Position Overview

As a Family Office Assistant, you will work within a team to help our clients maintain their financial records. Responsibilities include the following:

• Personal bill paying for our clients.
• Bookkeeping duties for our clients’ businesses.
• Monitoring clients’ accounts for transactions and adequate balances to meet cash requirements.
• Maintaining CRM records as appropriate.
• Assisting with Client Service duties, such as opening accounts and executing financial transactions.
• Perform other duties as requested or assigned.

Reports to: Chief Planning Officer

What you bring:

• Basic knowledge of accounting principles; Associate degree in accounting is preferred.
• Experience working in a CPA firm or family office practice is helpful.
• Proficiency with QuickBooks, Microsoft Excel, and other Microsoft Office applications.
• Aptitude and willingness to learn new software quickly.
• Proven ability to successfully manage and meet the expectations of complex clients.
• Ability to leverage interpersonal skills to strengthen relationships internally and externally.
• Strong client service orientation and a commitment to acting in the client’s best
• Respect for the confidentiality of client and firm
• Strict attention to
• Strong verbal/written communication skills, including excellent grammar and spelling.
• Ability to follow-up effectively with all team members, clients and vendors/partners.
• Must be able to multi-task, prioritize, and work efficiently and independently.
• Demonstrate good common sense and sound judgment.
• Basic knowledge of federal and state individual income taxes a plus.
• Basic knowledge of estate planning documents (revocable trusts, wills, etc.) a plus.
• Experience interacting with institutional custodians (Charles Schwab, Fidelity and TD Ameritrade) a plus.

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. Our comprehensive rewards package includes excellent health benefits, 401k with 3% safe harbor contribution, and quarterly bonuses.