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Plancorp Wealth Management · 4 days ago

Senior Wealth Manager (CST time zone)

United States

Full-time

Remote

Senior Level

5+ years exp

Plancorp Wealth Management is a nationally recognized fee-only RIA firm based in St. Louis, and they are seeking a Senior Wealth Manager to join their growing team. The role involves business development and client servicing, with a focus on providing comprehensive financial planning and investment advisory services to high-net-worth clients.

ConsultingFinancial ServicesInsurance

Hiring Manager

Tia McCartney

Responsibilities

Business development

Servicing clients

Play a lead advisory role with a financial planning focus

Operate in a team-based environment

Qualification

CFP designation5+ years advisory experienceFinancial planning adviceFinancial skillsCommunication skillsCustomer-focused attitudeSelf-motivated

Required

B.A. or B.S. degree from accredited four-year university; social sciences or business major preferred

CFP (certified financial planner) designation (but would also accept a CPA + a Series 65 combination)

5+ years serving as advisor/consultant for high-net-worth clients either with a wealth management firm or the tax division of an accounting firm

Commitment to acting in the clients' best interests in a fee-only financial planning environment

Belief in academically based investment philosophy

Respect for the confidentiality of client and corporate information

Strong financial and analytical skills

Strong verbal and written communication skills

Experience providing comprehensive financial planning advice

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 without supervision