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 35+ years

• AUM approximately $6 billion

• Serving individuals, families, business owners, non-profit and institutional clients

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 Senior Financial Planner 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 approximately $6 billion

• Serving individuals, families, business owners, non-profit and institutional clients

Position Overview:

Senior Financial Planners 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. As with all positions at Plancorp, specific duties will be adapted to our clients’ needs. In general, 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.
• 1-3 years of relevant experience in the financial services space.
• 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. Contact our Chief Talent Officer to learn more about this opportunity.

Plancorp is seeking a Business Development Manager to join our growing team. We advocate for clients by proactively guiding them through all aspects of their financial lives. Our experience in sophisticated, comprehensive financial planning and investing is being combined with the power of FinTech to deliver a world-class client experience.

Who We Are:

• Nationally recognized fee-only RIA firm
• St. Louis based; in business for 35+ years
• AUM approximately $6 billion
• Serving individuals, families, business owners, non-profit and institutional clients

The Opportunity:

As a Business Development Manager, you will:

• Lead organic growth across Plancorp’s divisions and locations
• Connect people and opportunities
• Track analytics that drive continuous improvement
• Coach team members through training and accountability
• Manage the Centers of Influence initiative designed to nurture professional service companies to improve mutual client support and encourage prospect referrals

What you bring:

• A true entrepreneurial spirit.
• A. or B.S. degree from accredited four-year university
• 5 – 7 years of relevant experience in the financial services space
• Proven business development results and the desire to coach and execute
• 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, analytical, verbal and written communication skills
• An understanding of the fundamentals of investing
• 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. Contact our Chief Talent Officer to learn more about this opportunity.

Plancorp is seeking a Financial Planning Intern for summer 2022, to be located in our St. Louis office. 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. $6 billion

Position Overview:

Financial Planning Interns are rising seniors who have the opportunity to support Plancorp’s wealth management team after completing their junior year of college. You will be trained on the processes and technology we use to analyze a high net worth individual’s financial situation. This position requires critical thinking skills and curiosity, plus the abilities to work independently, remain flexible to changing priorities, and anticipate firm needs. In this role you will…

• Organize and synthesize client information.
• Construct financial and retirement projections.
• Gain insight on how to assess estate, retirement, tax planning and insurance needs.
• Demonstrate your adaptability and teamwork skills.
• Experience and evaluate what it would be like to work with us full time.

What you bring:

• Progress toward 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 minimal 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 strongly consider successful interns for full time roles upon graduation. We look forward to meeting you!

Plancorp is seeking a Director of Marketing. This person will lead a team responsible for developing our marketing strategy to drive audience engagement and improve business results. If you are an experienced marketing leader with a digital marketing background, this could be the role for you.

Who We Are:

• Nationally recognized fee-only RIA firm
• St. Louis based; in business for 35+ years
• AUM approx. $6 billion

Position Overview:

As Director of Marketing, you will lead a team who will design the strategy we employ to move marketing forward at the firm. You will be responsible for building multi-channel marketing strategies and campaigns designed to acquire, retain and build client loyalty. This role will also oversee our Content and Thought Leadership Programs which fuel our growth strategies to interest successful professionals with complex finances. Experience with marketing automation technologies, strategic planning, and the ability to work independently as well as part of a team are critical success factors for this role.

This position requires a level of critical thinking, creativity and the know-how to integrate compelling messaging into various marketing channels to inspire desired actions. As with all positions at Plancorp, specific duties will be adapted to our clients’ needs. In general, in this role you will…

• Identify audience segments and design marketing campaigns that incorporate relevant content to improve conversion rates within our business development pipeline
• Develop strategies to create compelling content designed to generate leads, qualify prospects for business development and convert qualified leads into clients. This may include, but is not limited to, blog articles, eBooks, helpful guides or worksheets, infographics, videos, podcasts, social posts, etc
• Manage departmental budget; direct staff and leverage agency partners to efficiently implement strategies
• Oversee the creation of automated workflows (using HubSpot) that present relevant topics and information
• Analyze marketing data and generate actionable insights to apply to campaigns to improve business development conversion rates
• Analyze content efforts and lead conversion performance, and make adjustments as necessary
• Research, test and integrate new content distribution channels
• Support advisors’ organic business development efforts and client events

What you bring:

• Bachelor’s degree or equivalent required
• Exceptional interpersonal, verbal and written communication skills – creative, business, and technical writing strongly desired
• At least 7-10 years of experience with digital marketing
• Proficient in Hubspot (or equivalent automation software)
• Knowledge of established social media technologies, platforms, and channels
• A passion for digital media, learning new platforms and testing content distribution channels
• Experience with marketing analytics

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 our people. Comprehensive rewards package includes benefits and quarterly bonuses. Please send your resume and a brief overview of why you are the right person for the job and a few of your best writing examples to our Chief Talent Officer. We look forward to hearing from you!

Plancorp is seeking a Salesforce Specialist Intern for summer 2022 located in our St. Louis office. 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. $6 billion

Position Overview:

Salesforce Specialist Interns will be rising seniors who have the opportunity to support the Plancorp team after completing their junior year of college. You will be trained on the processes and technology we use to deliver exceptional service to our clients. This position requires critical thinking skills and curiosity, plus the abilities to work independently, and remain flexible to changing priorities, and anticipate firm needs.

Reporting to the Information Security Officer and Senior Platform Analyst, the Salesforce Specialist Intern position will be responsible for maintaining daily operations of the Salesforce CRM System (Financial Services Cloud). Initiatives will include improving user experience and increasing productivity. This will include user support and training, change control, data quality, requirements gathering and reporting. The Specialist will also be responsible for other functions as needed, maximizing product efficiency and usefulness to meet the needs of the organization in firm technology and integrations initiatives.

Job Duties:

Salesforce development related to its adoption and ongoing success and support of the day-to-day operations of the company. In this role you will…

• Demonstrate your adaptability and teamwork skills.

• Assist with Salesforce fields, page layouts, record types, searching, list views, queues, reports, and dashboards and modify as needed.
• Help maintain overall system configuration and enhancements.
• Interact constructively with client facing and operations teams. Assist users in defining requirements and solutions appropriate for efficient work processes.
• Create user documentation, reporting and analytics to address business requirements and goals.
• Collaborate with internal and external subject matter experts.
• Develop interface diagrams or other explanations of how systems communicate with each other.
• Provide administrative support to teammates and coordinate related projects as assigned.

• Experience and evaluate what it would be like to work with us full time.

Job Requirements:

• A desire to learn the Salesforce platform through self-study and hands-on practice with guidance from our team. Previous Salesforce experience preferred but not required.
• A basic knowledge of relational database concepts and prior exposure to software development theory and processes also preferred but not required.
• Expertise with interpreting and redesigning business processes, interpreting specifications and requirements, and maintaining communication with vendors and internal team members.
• A detail-oriented team player that meets deadlines, solves problems, and completes projects in a timely manner to help the firm grow.
• Committed to developing skills and knowledge with an ability to operate with a flexible approach in a changing environment

Why Work With Us?

Salesforce skills are in high demand today. This position offers real-world experience in these valuable skills and the chance to explore whether a career in the Salesforce ecosystem may be a good fit for you. This position pays $15/hour and includes daily catered lunch. Hours are 8:30-5pm, Mon-Fri, from end of May to early August 2022.

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 strongly consider successful interns for full time roles upon graduation. Contact our Chief Talent Officer to learn more about this exciting opportunity.