Plancorp Wealth Management · 1 day ago
Financial Planner
St Louis, MO
Full-time
Hybrid
New Grad, Entry LevelPlancorp Wealth Management is a nationally recognized fee-only RIA firm based in St. Louis. They are seeking a Financial Planner to join their centralized Planning Team, where the role involves collecting and organizing client information, constructing financial projections, and assisting with various planning needs.
ConsultingFinancial ServicesInsurance
Hiring Manager
Tia McCartney
Responsibilities
Collect, organize, and synthesize client information
Construct financial and retirement projections
Assist other team members with tasks related to clients’ estate planning, retirement planning, tax planning and insurance needs
Coordinate planning recommendations with outside professionals, as needed
Expand the client’s trust in Plancorp by providing exemplary customer service
Qualification
Required
B.A. or B.S. degree from accredited four-year university
Commitment to acting in the clients' best interests in a fee-only financial planning environment
Respect for the confidentiality of client and corporate information
Strong analytical skills
Strong verbal and written communication skills
An understanding of the fundamentals of investing, including the characteristics and use of various investment securities, the mechanics of securities transactions, and the different types of investment accounts
Positive customer-focused attitude
Self-motivated to complete responsibilities with minimal supervision
Preferred
social sciences or business majors
Benefits
Annual bonuses
Daily catered lunch
Free access to a workout facility
Company
Plancorp Wealth Management
Plancorp is a financial services firm and Registered Investment Advisor founded in 1983.
Founded in 1983
51-200 employees
H1B Sponsorship
Plancorp Wealth Management 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
2023 (2)
Funding
Current Stage
Growth StageLeadership Team
Chris Kerckhoff
President & CEO
Jeff Buckner
Founder
Company data provided by crunchbase