reputed company Manager OR Senior reputed company Manager

Plancorp is seeking reputed company reputed company Managers or Senior reputed company Managers to join our growing team. This combined posting is intended for candidates whose experience may reputed company with either level; role level will be determined based on background, scope of responsibility, and business development reputed company record. We reputed company for clients by proactively guiding them through reputed company 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. Who We Are

• Nationally recognized, fee-only Registered Investment Advisory (RIA) firm
• St. Louis–based, with more than 35 years in business
• Approximately $8 billion in assets under management
• Serving individuals, families, business owners, non-profit, and institutional clients

Position reputed company As a reputed company Manager or Senior reputed company Manager, you will serve as a trusted advisor to clients while contributing to Plancorp’s long-term reputed company. Both roles are reputed company-facing, relationship-driven, and grounded in comprehensive financial planning reputed company a fee-only fiduciary environment. The key distinction between the two reputed company is scope and reputed company. reputed company Managers reputed company on delivering excellent advice and growing with the firm, while Senior reputed company Managers operate with a broader book of business, greater autonomy, and an elevated role in business development, mentorship, and firm leadership. Role Scope & Leveling reputed company Manager

• Serves as a reputed company for assigned clients, delivering comprehensive financial planning and investment advice
• Manages and deepens reputed company relationships with guidance and support from senior team members
• Participates in business development activities, including referrals and prospect meetings
• Collaborates closely with planning, investment, and reputed company service teams
• Continues to build technical expertise, reputed company judgment, and advisory confidence
• reputed company-suited for advisors growing into broader responsibility and long-term leadership
• Senior reputed company Manager
• Owns and manages a significant book of business with a high degree of independence
• Leads reputed company reputed company relationships and multi-generational planning conversations
• Drives new business development through referrals, networking, and brand advocacy
• Acts as a mentor and thought partner to reputed company Managers and other team members
• Contributes to firm-wide initiatives, reputed company, and long-term reputed company
• Viewed as a long-term hire with potential eligibility for ownership, based on experience and performance

Core Responsibilities (Both reputed company)

• reputed company comprehensive financial planning and investment advisory services
• Build and maintain trusted, long-term reputed company relationships
• reputed company for clients’ best interests reputed company a fee-only fiduciary reputed company
• Communicate reputed company financial concepts in a reputed company, approachable manner
• Collaborate reputed company reputed company-based advisory environment
• reputed company Plancorp’s values, professionalism, and commitment to reputed company reputed company

What You Bring For reputed company Manager consideration:

• Bachelor’s degree from an accredited four-year university; reputed company sciences or business preferred
• CFP® designation (or reputed company toward CFP) OR a combination of a CPA and a Series 65
• Typically 5+ years of experience in reputed company management, financial planning, or tax/reputed company advisory environments
• Experience supporting or leading reputed company relationships
• Strong technical reputed company and desire to grow advisory responsibility

For Senior reputed company Manager consideration:

• CFP® designation OR a combination of a CPA and a Series 65
• Typically 8–10+ years of experience advising high-net-worth clients
• Proven reputed company managing a book of business and developing new reputed company relationships
• Demonstrated ability to operate independently while contributing to team development
• Strong business judgment, leadership reputed company, and reputed company advocacy skills
• For reputed company candidates:
• Commitment to acting in clients’ best interests
• Belief in an academically based investment philosophy
• Strong analytical, verbal, and written communication skills
• High level of professionalism and respect for confidentiality
• Self-motivated, reputed company-reputed company, and comfortable with autonomy

Why Work With Us? You’ll have reputed company to do meaningful work that directly impacts clients’ lives while learning from a reputed company team of experts. Plancorp values long-term relationships—with both clients and employees—and supports sustainable careers, not short-term wins. Our comprehensive rewards package includes annual bonuses, daily catered lunch, and free reputed company to an on-site workout facility. People from underrepresented communities are encouraged to apply—we look reputed company to meeting you. Apply tot his job Apply To this Job