Enterprise Bank & Trust · 4 hours ago
VP, Financial Planner
Clayton, MO
Full-time
Onsite
Mid, Senior Level
5+ years expEnterprise Bank & Trust is a community-focused financial institution dedicated to supporting businesses and communities. The VP, Financial Planner is responsible for developing and implementing customized financial plans for Wealth Management clients while collaborating with various teams to provide exceptional service and solutions.
BankingFinancial Services
Responsibilities
Create and present comprehensive, customized financial plans and budgets for high-net-worth households
Assist Wealth Advisors, Trust Officers and Portfolio Managers with financial plan implementation and monitoring for high-net-worth clients
Assist Wealth Advisors, Trust Officers, and Portfolio Managers on prospecting efforts
Develop and present financial planning education for Enterprise associates and clients
Develop strong referral and working relationships across all Enterprise Bank business units
Stay current on tax policy and potential regulatory changes. Proactivity develop and communicate new financial planning strategies when applicable
Maintain financial planning system database with client facts, investment risk and return assumptions, and all data needed to complete financial plan
Create or update financial planning procedure documents when appropriate
Maintain knowledge of trust policies
Assist with annual regulatory Exams and Audits
Perform other duties as assigned
Qualification
Required
Experience recommending value added financial Plans and tax planning strategies to high-net-worth clients
Comprehensive knowledge of all topics related to Financial Planning, Retirement Planning, and Tax Planning
Understanding of trusts and trust administration
Understanding of investment portfolio construction and investment risk
Excellent attention to detail
Excellent written and verbal presentation skills
Excellent understanding of financial planning software
Excellent time management and organizational skills
Sound business discretion, good judgement, and excellent problem-solving skills
A minimum of five years' experience providing comprehensive financial planning to high-net-worth households
Bachelor's degree in Finance, Accounting, Economics, Business or related field
Expert with Financial Planning Software (eMoney or MoneyGuidePro)
Proficient with Microsoft Word, PowerPoint and Excel
Proficient with CRM tools (Salesforce)
CPA or CFP designation required
Benefits
Annual paid volunteer time off
Charitable-matching opportunities
Company
Enterprise Bank & Trust
Enterprise Bank & Trust provides banking products and services.
1001-5000 employees
H1B Sponsorship
Enterprise Bank & Trust has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2024 (1)
2023 (1)
2021 (2)
Funding
Current Stage
Public CompanyTotal Funding
unknown1998-09-08IPO
Leadership Team
Jamie Buckley
SVP - Director of Commercial & Industrial Banking
Recent News
2025-10-28
2025-10-24
2025-10-23
Company data provided by crunchbase