Plancorp is seeking a Wealth Manager (Family Office) 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. $6 billion
Position Overview:
We are always on the lookout for someone who loves to close business and craves independence and flexibility. As a Wealth Manager for Plancorp, you’ll contribute to significant growth for the firm by evangelizing the Plancorp brand and providing white glove service to our clients, while having the support of a team behind you.
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 in a way that makes sense to anyone. 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.
What You Bring:
- B.A. or B.S. degree from an accredited four-year university; social sciences or business major preferred.
- (CPA PLUS a Series 65) OR CFP designation is required.
- 5+ years serving as advisor/consultant for ultra-high-net-worth (UHNW) 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.
- Experience providing comprehensive financial planning advice.
- 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 and 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. We look forward to meeting you!
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