Plancorp is seeking a Financial Planner to join our growing team. Residing in St. Louis, MO is required . Once fully trained, employees may elect a hybrid schedule, with some work done in the office and some at home. 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 Planners are a key component of Plancorp’s wealth management team.
They will begin as part of our centralized Planning Team, a shared resource utilized by our Wealth Managers, to delegate tasks and prepare for client meetings.
Beginning on this centralized team allows the Financial Planner to accumulate both financial planning and client-facing experience in a systematized environment and encourages collaboration with peers.
This position requires critical thinking skills and curiosity, plus the ability to work independently and remain flexible to changing priorities. As with all positions at Plancorp , specific duties will be adapted to our clients’ needs. In general, in this role you will…
