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With more than 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.
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 Short-Term Incentive Plan (STIP) bonus program paid on an annual schedule.
In-network transparency in coverage. Out-of-network transparency in coverage.
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.
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.
In an effort to focus on diversity, equity, and inclusion (DEI) in our workplace, we’ve worked with auditing partners to improve our approach and better understand the needs of our team. We’ve implemented regular educational opportunities internally that spread awareness and encourage understanding of different cultures or experiences and employees are encouraged through an open communication policy to make suggestions and give feedback on improving our workplace on any front, including DEI.
Outside the walls of Plancorp, we fully understand the financial industry as a whole has struggled with diversity. While sweeping changes take time, we’ve invested in the growth of under-represented communities within our industry through donations to the CFP Board LeCount Davis Endowment, which covers exam expenses for diverse individuals seeking certification.
Under-represented voices matter at Plancorp, and through company initiatives like InspireHer & our Diversity in Financial Planning internship, we aim to highlight, give voice to, and provide opportunities for those who may not always feel like they fit in to the financial services industry. We continue to emphasize diversity as a factor as we grow our team, vendors and strategic partners.
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.
This set of guiding principles define our culture and who we are as people, not just as employees. Each year through anonymous voting across the team we pick a member who represent each core value for an annual award.
Congratulations to this years winners and shout out to the entire Plancorp team for embracing the core values every day.
Don't just take our word for it, we're proud to say our Glassdoor profile has anonymous feedback from past and current employees on their experience with the team.
From new graduates entering the field for the first time to tenured professionals looking to have direct impact and grow alongside an organization with a strong vision and diversified growth strategy, we strive to make Plancorp a great place to work for everyone.
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.
States Served, National Coverage, Local Appeal
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Number of CFP®, CFA, and CPA Designations
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St. Louis, MO | Nashville, TN | Boca Raton, FL | Sarasota, FL | San Francisco, CA
Direct: 636-532-7824 | Toll Free: 888-220-1163 | info@plancorp.com
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