Senior Financial Planner (Family Office Team)

Plancorp Wealth Management; St. Louis (MO); Hybrid; USD 80,000 - 100,000; Full time

Benefits offered by this job

Annual bonuses

Daily catered lunch

Free access to workout facility

Job summary

A leading financial advisory firm in St. Louis seeks a Senior Financial Planner with strong tax planning expertise. This position focuses on developing customized financial strategies for high-net-worth families. The ideal candidate will have a Bachelor’s degree and a CFP® or CPA designation, alongside 4+ years of relevant experience. Responsibilities include conducting tax reviews, collaborating with clients and advisors, and mentoring junior planners. The role offers a hybrid working environment with a comprehensive rewards package.

Qualifications

• 4+ years of experience in financial planning focused on high-net-worth clients.
• Expertise in federal and state tax compliance and estate planning.
• Ability to manage complex client relationships.

Responsibilities

• Develop and implement financial plans with a focus on tax efficiency.
• Conduct client tax situation reviews and recommend planning strategies.
• Collaborate with clients and advisors on estate and philanthropic planning.
• Stay updated on tax legislation to inform clients and the team.

Skills

Analytical skills

Organizational skills

Interpersonal skills

Communication skills

Knowledge of tax compliance

Education

Bachelor's degree in Finance, Accounting, or related field

Certified Financial Planner (CFP®) or Certified Public Accountant (CPA)

Job description

The Family Office Team is seeking a highly experienced Senior Financial Planner with a strong background in tax planning and wealth management. This role is ideal for a dynamic professional eager to provide comprehensive financial solutions to high-net-worth families, integrating advanced tax strategies with holistic financial planning. The Senior Financial Planner will play a critical role in guiding clients toward their financial goals, ensuring the preservation and growth of family wealth across generations.

Who We Are

Nationally recognized fee-only RIA firm

St. Louis based; in business for 40+ years

AUM approximately $8 billion

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

Key Responsibilities

• Develop and implement sophisticated, customized financial plans for high-net-worth families, with a focus on tax efficiency and multi-generational wealth transfer.
• Conduct in-depth reviews of client tax situations, identify planning opportunities, and recommend strategies to minimize tax liabilities while complying with current tax laws and regulations.
• Collaborate with clients, their legal and tax advisors, and other family office team members to coordinate estate, trust, and philanthropic planning initiatives.
• Perform regular portfolio analyses and recommend adjustments based on changing tax laws, market conditions, and family objectives.
• Stay up to date with federal, state, and local tax legislation and proactively communicate relevant changes and their impact to clients and the team.
• Provide guidance and mentorship to junior planners and other team members, fostering a culture of continuous learning and professional development.
• Participate in client meetings, family councils, and educational sessions to explain complex financial and tax concepts in an understandable manner.
• Assist in business development efforts by demonstrating expertise in tax and financial planning to prospective clients.

Qualifications

• Bachelor’s degree in Finance, Accounting, or a related field
• Certified Financial Planner (CFP®), Certified Public Accountant (CPA), or similar professional designation strongly preferred.
• 4+ years of experience in financial planning, with a significant focus on advanced tax planning for high-net-worth individuals or families.
• Demonstrated expertise in federal and state tax compliance, estate planning, charitable planning, and family governance structures.
• Strong analytical, organizational, and interpersonal skills, with the ability to manage complex client relationships and sensitive family dynamics.
• Excellent written and verbal communication skills; able to translate complex strategies into clear, actionable guidance for clients.
• High ethical standards, attention to detail, and commitment to client confidentiality.

*This is a hybrid working environment, candidates must be within reasonable driving distance of our HQ*

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!