Plancorp is seeking a Financial Planner to join our growing team. Together with our sister RIA, BrightPlan, we help our clients’ enrolled employees improve all aspects of their financial lives through participation in a financial wellness program. By offering this important benefit to their employees, clients can raise productivity and lower absenteeism in their workforce.

First, the financial wellness program participants leverage technology to access relevant content and helpful tools. Next, when the participants are ready to get live, personalized assistance, they schedule a meeting with a Plancorp Financial Planner, who can help them with the next step in their financial planning journey.

Who We Are:

• Nationally recognized fee-only RIA firm
• St. Louis based; in business for 35+ years
• AUM approx. $4 billion

Position Overview:

Financial Planners are a key component of Plancorp’s wealth management team. They quickly assess a program participant’s financial situation and help them navigate to their destination. The financial wellness program participants are typically employees of a Fortune 1000 company.

This position requires critical thinking skills and curiosity, plus the ability to work independently, remain flexible to changing priorities, and anticipate questions received during virtual meetings with participants. As with all positions at Plancorp, specific duties will be adapted to our clients’ needs. In general, in this role you will…

• At a high level, speak to any financial concern the financial wellness program participant may have.
• Assess estate planning, retirement planning, tax planning and insurance needs.
• Respond appropriately to clients’ questions and requests.
• Identify need for elevation of participant questions to a Wealth Manager.
• Build the participant’s trust in Plancorp by providing exemplary customer service.
• Articulate the benefits of becoming a Plancorp client to any participant with a more complex financial situation and assist a Wealth Manager in the sales/proposal and, if applicable, the onboarding process if they decide to hire Plancorp.

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 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 take great care of the people who take care of our clients. Comprehensive rewards package includes quarterly bonuses and spot rewards for hitting established service metrics. We look forward to meeting you!

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 RIA firm
• St. Louis based; in business for 35+ 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 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 approx. $4 billion

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, daily catered lunch and free access to workout facility. We look forward to meeting you!