Senior Financial Planner - Tax-Smart Family Wealth

Plancorp Wealth Management; St. Louis (MO); Hybride; USD 80 000 - 100 000; Plein temps

Avantages offerts par ce poste

Annual bonuses

Daily catered lunch

Free access to workout facility

Résumé du poste

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.

Responsabilités

• 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.

Connaissances

Analytical skills

Organizational skills

Interpersonal skills

Communication skills

Knowledge of tax compliance

Formation

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

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

Description du poste

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.