<p>Plancorp is seeking experienced Wealth Managers or Senior Wealth Managers to join our growing team. This combined posting is intended for candidates whose experience may align with either level; role level will be determined based on background, scope of responsibility, and business development track record.</p> <p>We advocate for clients by proactively guiding them through all aspects of their financial lives. Plancorp 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 values.</p> <p>Who We Are</p> <ul> <li>Nationally recognized, fee-only Registered Investment Advisory (RIA) firm </li><li>St. Louis-based, with more than 35 years in business </li><li>Approximately $8 billion in assets under management </li><li>Serving individuals, families, business owners, non-profit, and institutional clients </li></ul> <p>Position Overview</p> <p>As a Wealth Manager or Senior Wealth Manager, you will serve as a trusted advisor to clients while contributing to Plancorp's long-term growth. Both roles are client-facing, relationship-driven, and grounded in comprehensive financial planning within a fee-only fiduciary environment.</p> <p>The key distinction between the two levels is scope and impact. Wealth Managers focus on delivering excellent advice and growing with the firm, while Senior Wealth Managers operate with a broader book of business, greater autonomy, and an elevated role in business development, mentorship, and firm leadership.</p> <p>Role Scope & Leveling</p> <p>Wealth Manager</p> <ul> <li>Serves as a lead advisor for assigned clients, delivering comprehensive financial planning and investment advice </li><li>Manages and deepens client relationships with guidance and support from senior team members </li><li>Participates in business development activities, including referrals and prospect meetings </li><li>Collaborates closely with planning, investment, and client service teams </li><li>Continues to build technical expertise, client judgment, and advisory confidence </li><li>Well-suited for advisors growing into broader responsibility and long-term leadership </li><li>Senior Wealth Manager </li><li>Owns and manages a significant book of business with a high degree of independence </li><li>Leads complex client relationships and multi-generational planning conversations </li><li>Drives new business development through referrals, networking, and brand advocacy </li><li>Acts as a mentor and thought partner to Wealth Managers and other team members </li><li>Contributes to firm-wide initiatives, strategy, and long-term growth </li><li>Viewed as a long-term hire with potential eligibility for ownership, based on experience and performance </li></ul> <p>Core Responsibilities (Both Levels)</p> <ul> <li>Provide comprehensive financial planning and investment advisory services </li><li>Build and maintain trusted, long-term client relationships </li><li>Advocate for clients' best interests within a fee-only fiduciary framework </li><li>Communicate complex financial concepts in a clear, approachable manner </li><li>Collaborate within a team-based advisory environment </li><li>Uphold Plancorp's values, professionalism, and commitment to client excellence </li></ul> <p>What You Bring</p> <p>For Wealth Manager consideration:</p> <ul> <li>Bachelor's degree from an accredited four-year university; social sciences or business preferred </li><li>CFP designation (or progress toward CFP) OR a combination of a CPA and a Series 65 </li><li>Typically 5+ years of experience in wealth management, financial planning, or tax/accounting advisory environments </li><li>Experience supporting or leading client relationships </li><li>Strong technical foundation and desire to grow advisory responsibility </li></ul> <p>For Senior Wealth Manager consideration:</p> <ul> <li>CFP designation OR a combination of a CPA and a Series 65 </li><li>Typically 8-10+ years of experience advising high-net-worth clients </li><li>Proven success managing a book of business and developing new client relationships </li><li>Demonstrated ability to operate independently while contributing to team development </li><li>Strong business judgment, leadership presence, and client advocacy skills </li><li>For all candidates: </li><li>Commitment to acting in clients' best interests </li><li>Belief in an academically based investment philosophy </li><li>Strong analytical, verbal, and written communication skills </li><li>High level of professionalism and respect for confidentiality </li><li>Self-motivated, client-focused, and comfortable with autonomy </li></ul> <p>Why Work With Us?</p> <p>You'll have the opportunity to do meaningful work that directly impacts clients' lives while learning from a collaborative team of experts. Plancorp values long-term relationships-with both clients and employees-and supports sustainable careers, not short-term wins.</p> <p>Our comprehensive rewards package includes annual bonuses, daily catered lunch, and free access to an on-site workout facility. People from underrepresented communities are encouraged to apply-we look forward to meeting you.</p> <ul> <li>This role is open to remote candidates in surrounding states willing to travel to the STL based HQ* </li></ul>