Career Opportunities | Plancorp Financial Services

Work with us.

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.

Wealth Manager - Tax Emphasis

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 35 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.

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Wealth Manager - Tax Emphasis

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