Wealth Manager

Plancorp Wealth Management; Fresno (CA); On-site; USD 120,000 - 145,000; Full time

Benefits offered by this job

Annual bonus

Daily catered lunch

Job summary

Plancorp Wealth Management in Fresno, CA is seeking a Wealth Manager to join our growing team. You will serve high-net-worth clients by delivering comprehensive financial planning and investment advisory services, while maintaining a strong client-first culture.

In this fee-only environment, you’ll lead business development and provide white-glove service with the support of a collaborative team. The role rewards independence, initiative, and a disciplined investment philosophy.

Qualifications

• Bachelor's degree or higher in a related field.
• CPA and/or CFP designation.
• 5+ years serving as advisor/consultant for high-net-worth clients.
• Commitment to acting in clients’ best interests in a fee-only environment.
• Belief in academically based investment philosophy.
• Respect for confidentiality of client and firm information.
• Strong financial and analytical skills.
• Strong verbal and written communication skills.
• Experience providing comprehensive financial planning advice.
• Understanding of investing fundamentals and various securities types.
• Positive customer-focused attitude.
• Self-motivated to complete responsibilities without supervision.

Responsibilities

• Drive business development and serve clients with a lead advisory role focused on financial planning.
• Provide white-glove service to clients within a team-based environment.
• Act in clients' best interests in a fee-only, independent setting.

Skills

Financial analysis

Verbal and written communication

Self-motivated

Client-focused

Independence

Education

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

CPA designation

CFP designation

Series 65 license

Job description

Plancorp is seeking a Wealth Manager to join our growing team. 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 recognized fee-only RIA firm
• St. Louis based; in business for 35+ years
• AUM approx. $10 billion
• Serving individuals, families, business owners, non-profit and institutional clients

Position Overview:

We are always on the lookout for someone who loves to close business, and who craves independence and flexibility. As a Wealth Manager for Plancorp, you’ll contribute to significant growth for the firm by evangelizing the Plancorp brand and providing white glove service to our clients, while having the support of a team behind you.

The Wealth Manager has an entrepreneurial spirit and wants to apply their talents in a fee-only environment. They have a passion for explaining complex personal financial matters in a way that makes sense to anyone. This role is responsible for business development, as well as servicing clients. The Wealth Manager plays a lead advisory role with a financial planning focus, and operates in a team-based environment, where everyone is rewarded based on the success of the firm.

What You Bring:

• B.A. or B.S. degree from accredited four-year university; social sciences or business major preferred.
• CPA (and series 65) or CFP designation.
• 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.

Compensation Range: $120,000-$145,000 annually with a 10% bonus

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. People from underrepresented communities are encourage to apply. We look forward to meeting you!