Plancorp is seeking a Wealth Manager to join our growing team. Focused on serving Ultra High Net Worth (UHNW) individuals and families, this Wealth Manager will advocate for clients by proactively guiding them through all aspects of their financial lives.
Who We Are:
Nationally recognized RIA firm
St. Louis based; in business for over 30 years
AUM approx. $3.5 billion
What You Bring:
You have an entrepreneurial spirit and want to apply your talents in a fee-only Wealth Management company. You have a passion for explaining complex personal financial matters, both to clients in your role as advocate, and to staff in your role as leader.
You might be a CPA or an attorney, or employee of a family office. In any case, you’ve been in a lead advisory role for high net worth clients for a minimum of five years. You thrive in a progressive environment, where you are in charge of your career.
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.
Because our clients have complex estate planning considerations, we need your tax knowledge to be very strong for this particular position. If you don't have that, but are an experienced advisor, we may consider you for a future position.
Additional Salary Information: Competitive salary and comprehensive benefits package.
Plancorp started with a unique philosophy: Always put your clients’ interests ahead of your own, and you’ll build a successful business.
That was in 1983, but the sentiment still drives every decision we make. After 30 years of helping individuals, families and business owners plan for financial independence, our commitment to serving as financial life advocates is stronger than ever.
Unlike a ...broker-dealer that must constantly sell products to earn commissions, Plancorp is an investment advisor—we don’t sell products at all. Our only allegiance is to our clients.
We sit down with every client to discuss his or her vision for the future. Then, we use our financial planning process to turn that vision into actionable goals. Along the way, we provide education on various techniques and tools, including the investment portfolio. We base our recommendations on academic, Nobel-prize winning research, trusting in the power of the market to help us capture optimal returns.