Join Our Team

We inspire confidence for life’s journey.

With nearly 40 years in the business, we pioneered an approach to financial advising decades before it was popular by always keeping our clients’ best interests at heart, and we’ve done that with the help of our incredible team.

Employees love our team-based approach because they learn from seasoned professionals while ensuring we have the right people at the table to meet each client’s unique needs and provide a great experience.

With exponential growth over the last decade and 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. All employees are salaried with opportunity for bonuses, based on the success of the firm (more on our benefits below).

If this sounds like a culture you’d like to be a part of, please view our open positions to apply for a specific job, or choose “Future Opportunities” to submit a resume for general consideration.

Employee Benefits

We check the boxes you’d expect with a competitive medical and vision insurance plan, paid time off package, and quarterly enrollment into our 401(k) program with an automatic employer contribution.

What may surprise you is that we pay 100% of your dental coverage, offer access to a top-tier financial wellness system to achieve your financial life goals, charge no fees for retirement plan management, and happily support our team with annual flu shots, continuing education reimbursement options and champion a variety of philanthropic efforts in our community that the team cares about most.

Because of our team model, all employees are also eligible for a Profit Bonus Units (PBU) bonus program the year after they are hired, paid on a quarterly schedule.

In-network transparency in coverage. Out-of-network transparency in coverage.

Office and Flexibility

The Plancorp Headquarters is in St. Louis Missouri at 540 Maryville Center Drive, with regional offices in Sarasota, FL, Nashville, TN, and San Jose, CA.

With a recent office expansion and re-model, we doubled down on investing in a great space for clients and employees to support our future growth.

Our employees have busy lives outside of the office so we also offer flexible scheduling and hybrid work supported by a great technology stack that keeps our employees connected and informed with the tools they need to get the job done.

Culture and Philosophy

We do everything we can for our clients, and we also want to be a great place to work. As our founder said, “we were acting as fiduciaries before we knew what it legally meant.” We carry that philosophy forward as we approach our fourth decade in business –always putting our client's best interests first. From minimizing tax burdens to assisting in unique financial strategies, we’re truly a financial life advocate.

How about for employees? To put it bluntly, our culture runs deeper than company swag. Investing in the personal and professional development of our team is a top priority and we love recognizing the professional and personal milestones of our employees exactly how it means the most to them.

Diversity and Inclusion

The financial industry is growing and changing, and we’re proud to say we keep diversity and inclusion at the top of our mind as we grow both our team and our vendors and strategic partners.

Through Employee Resource Groups and company initiatives like InspireHer & EmpowerCorp, we want the many voices and perspectives of Plancorp to be heard internally, as well as in the world with many team members regularly making contributions to the likes of Forbes, The Harvard Business Review, and more.

Talented Team and Growth

The secret to the success of Plancorp is our people.Their talent and deep level of knowledge on such a wide variety of subjects helps us provide a great client experience and allows for knowledge-sharing, mentorship, and coaching across the team.

With dozens of CFP®, CPA, and other professionally certified team members, we’re growing a team that can bring our clients and the company into the future.

With exponential growth in the last decade, we’ve got ambitious goals. If you’re ready to join our team, check out our current openings.

About Plancorp

Plancorp is a financial services firm founded in 1983 with the firm belief in independence, objectivity, and allegiance to our clients — long before others realized the significance of this commitment.

We focus on people – from our first meeting with you to the ongoing relationship we build with your spouse (if applicable), your family and your extended financial team that may include accountants, attorneys, and other trusted advisors.

Behind every insight into your finances is an impressive team of knowledgeable professionals, all ready to help you live your best life. And we’d love nothing more than to put our expertise to work for you.