We’re always looking to add new talent to the Plancorp team.
Please view our open positions below, or submit your resume for general consideration.
We’re always looking to add new talent to the Plancorp team.
Please view our open positions below, or submit your resume for general consideration.
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.
Our current opportunities are listed below, but we are always accepting resumes. Feel free to email yours here, along with a cover letter explaining why you’d be a good fit for our team.
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.
Nationally recognized fee-only RIA firm
St. Louis based; in business for 35+ years
AUM approximately $5 billion
Serving individuals, families, business owners, non-profit and institutional clients
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…
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 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.
Nationally recognized fee-only RIA firm
St. Louis based; in business for 35+ years
AUM approximately $5 billion
Serving individuals, families, business owners, non-profit and institutional clients
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.
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!
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.
As a Business Development Manager, you will:
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 excellent health benefits, 401(k) with 3% safe harbor contribution and bonuses. Contact our Chief Talent Officer to learn more about this exciting opportunity.
Plancorp is seeking a Financial Planning Intern for summer 2021, 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.
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…
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!
St. Louis, MO | Nashville, TN | Sarasota, FL | San Jose, CA
Direct: 636-532-7824 | Toll Free: 888-220-1163
info@plancorp.com