Plancorp is seeking a Client Service Representative 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:

Reporting to a lead Wealth Manager, Plancorp’s Client Service Representative (CSR) is the key intermediary between Plancorp’s Operations staff, Wealth Management team, and the custodian of the client’s assets. The CSR is extremely organized, and able to complete a high volume of tasks in a timely, detailed fashion. The CSR communicates with clients when changes are made to their accounts, and also keeps the client’s wealth management team updated on these changes.

In this role you will…

• Complete new client paperwork and open accounts.
• Communicate with custodian of client’s assets to ensure requests are completed in a timely manner.
• Collect and maintain client information in our client relationship management database.
• Scan and store documents.
• Fulfill and/or coordinate the completion of client service requests in a timely fashion.
• Respond appropriately to clients’ questions and requests.
• Monitor critical account alerts and communicate to Operations and Wealth Management team.
• Acquire and maintain Notary Public status.
• Expand the client’s trust in Plancorp by providing exemplary customer service.

What you bring…

• Three years of experience as an intermediary between a financial services firm and brokerages, securities custodial firms, or similar institutions.
• Commitment to acting in the clients’ best interests.
• Strict attention to detail.
• Respect for the confidentiality of client and corporate information.
• Strong financial and analytical skills.
• Strong verbal and written communication skills.
• Positive customer-focused attitude.
• Self-motivated to complete responsibilities with limited supervision.
• B.A. or B.S. degree preferred.

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.

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.

Plancorp is seeking a Senior 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 30 years
• AUM approx. $4 billion

Position Overview:

Plancorp’s Senior Planning Associate serves as a lead advocate for our younger clients, who are accumulating wealth.  They also support the Wealth Manager’s primary focus to analyze high net worth individual’s financial situation and navigate them to their destination. This position requires the ability to utilize critical thinking skills, work independently, curiosity, remain flexible to changing priorities, and anticipate firm needs and client questions. In this role you will…

• Construct and/or review financial and retirement projections.
• Collect, organize, and synthesize client information.
• Analyze client’s information to assess estate, retirement, tax planning, and insurance needs.
• Schedule, organize and lead client’s regular review meetings.
• Expand the client’s trust in Plancorp by providing exemplary customer service.
• Learn to delegate work responsibilities to the appropriate wealth management team member.
• Assist in the professional development of Planning Associates.
• Pursue business development goals by finding prospects and converting them to clients.
• Establish relationships and begin work with a list of trusted professionals that assist with clients’ legal, tax, and insurance needs

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 preferred.
• 3-5 years serving as a junior 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.
• 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 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 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.

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 30 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.

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.

Plancorp is seeking a Portfolio Analyst 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:

Portfolio Analysts are a key part of Plancorp’s operations team.  On a daily basis, the Portfolio Analyst performs a wide range of investment related services for new and existing clients, including but not limited to, the management of client portfolios through periodic rebalancing and executing equity and fixed income security transactions. This position requires analytical ability, strong technical acumen, critical thinking skills, plus the ability to work independently, remain flexible to changing priorities, and anticipate firm needs. In this role you will…

• Make initial determinations as to whether trading is required for a client’s portfolio.
• Submit specific client requests or cash need trades, and once approved, execute those trades.
• Review individual bond positions with Investment Committee approved guidelines and determine sell/buy.
• Modify trading parameters, and update the Investment Policy Statement templates as directed by the Investment Committee.
• Coordinate the flow of data from the portfolio management system into the rebalancing system, and connecting to relationship management system.
• Incorporate new client accounts and ensure they are charged appropriately.
• Track client account relationships and update billing spreadsheets on a quarterly basis.
• Collaborate with Operations team on software implementations/upgrades, and other projects to help support client needs.
• Work with the appropriate custodians and Wealth Management teams.

What you bring:

• An understanding of the difference between actively managed and passively managed portfolios.
• Lots of practice with attention to detail, as demonstrated through your experience with accurate documentation, and updating/maintaining a database.
• A. or B.S. degree from accredited four year university; business or math-related major preferred.
• Commitment to acting in the clients’ best interests.
• Respect for the confidentiality of client and corporate information.
• Ability to communicate well and function as part of a cohesive team.
• Previous experience working within a portfolio management team is helpful, but only if you also have everything listed above.

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.