Entry Level Financial Planner, STL

Gabriel Group; Town and Country (MO); Hybrid; USD 70,000 - 110,000; Full time

Benefits offered by this job

Annual bonuses

Daily catered lunch

Workout facility access

Job summary

Plancorp is seeking a Financial Planner to join our wealth management team in St. Louis, MO. Residing in St. Louis, MO is required.

The role starts on a centralized Planning Team, a shared resource for our Wealth Managers, to develop financial planning and prepare for client meetings. This position emphasizes collaboration, critical thinking, and flexibility as priorities shift. You will collect client data, build projections, assist with estate/tax/insurance planning, and coordinate with

Qualifications

• Bachelor's degree from a four-year university; social sciences or business majors preferred.
• Commitment to acting in the clients’ best interests in a fee-only financial planning environment.
• Respect for client and corporate confidentiality.
• Strong analytical skills.
• Strong verbal and written communication skills.
• Understanding of investing fundamentals and types of investment accounts.
• Positive, client-focused attitude.
• Self-motivated to complete responsibilities with minimal supervision.

Responsibilities

• Collect, organize, and synthesize client information.
• Construct financial and retirement projections.
• Assist planning tasks across estate, retirement, tax, and insurance needs.
• Coordinate planning recommendations with outside professionals as needed.
• Expand client trust through exemplary service.

Skills

Analytical skills

Communication skills

Investing fundamentals

Self-motivation

Confidentiality

Client-centric

Education

Bachelor's degree (B.A./B.S.)

Job description

Description

Plancorp is seeking aFinancial Planner to join our growing team. Residing in St. Louis, MO is required . Once fully trained, employees may elect a hybrid schedule, with some work done in the office and some at home. We advocate for clients by proactively guiding them through all aspects of their financial lives. The firm 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 specified values.

Who We Are:

• Nationally recognizedfee-only RIA firm
• St. Louis based; in business for 40 years
• AUM approx. $10 billion

Serving individuals, families, business owners, non-profit and institutional clients

Position Overview:

Financial Planners are a key component of Plancorp’s wealth management team.

They will begin as part of our centralized Planning Team, a shared resource utilized by our Wealth Managers, to delegate tasks and prepare for client meetings.

Beginning on this centralized team allows the Financial Planner to accumulate both financial planning and client-facing experience in a systematized environment and encourages collaboration with peers.

This position requires critical thinking skills and curiosity, plus the ability to work independently and remain flexible to changing priorities. As with all positions at Plancorp, specific duties will be adapted to our clients’ needs. In general, in this role you will…

• 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.

What you bring:

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

Why Work With Us?

You’ll have the opportunity to learn from our team of experts, do work that touches people’s lives, and be a part of our unique culture. We take great care of the people who take care of our clients. Comprehensive rewards package includes annual bonuses, daily catered lunch and free access to a workout facility. People from underrepresented communities are encourage to apply. We look forward to meeting you!