Wealth Manager OR Senior Wealth Manager
Plancorp is seeking experienced Wealth Managers or Senior Wealth Managers to join our growing team. This combined posting is intended for candidates whose experience may align with either level; role level will be determined based on background, scope of responsibility, and business development track record.
We advocate for clients by proactively guiding them through all aspects of their financial lives. Plancorp 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 values.
Who We Are
⢠Nationally recognized, fee-only Registered Investment Advisory (RIA) firm
⢠St. Louisâbased, with more than 35 years in business
⢠Approximately $8 billion in assets under management
⢠Serving individuals, families, business owners, non-profit, and institutional clients
Position Overview
As a Wealth Manager or Senior Wealth Manager, you will serve as a trusted advisor to clients while contributing to Plancorpâs long-term growth. Both roles are client-facing, relationship-driven, and grounded in comprehensive financial planning within a fee-only fiduciary environment.
The key distinction between the two levels is scope and impact. Wealth Managers focus on delivering excellent advice and growing with the firm, while Senior Wealth Managers operate with a broader book of business, greater autonomy, and an elevated role in business development, mentorship, and firm leadership.
Role Scope & Leveling
Wealth Manager
⢠Serves as a lead advisor for assigned clients, delivering comprehensive financial planning and investment advice
⢠Manages and deepens client relationships with guidance and support from senior team members
⢠Participates in business development activities, including referrals and prospect meetings
⢠Collaborates closely with planning, investment, and client service teams
⢠Continues to build technical expertise, client judgment, and advisory confidence
⢠Well-suited for advisors growing into broader responsibility and long-term leadership
⢠Senior Wealth Manager
⢠Owns and manages a significant book of business with a high degree of independence
⢠Leads complex client relationships and multi-generational planning conversations
⢠Drives new business development through referrals, networking, and brand advocacy
⢠Acts as a mentor and thought partner to Wealth Managers and other team members
⢠Contributes to firm-wide initiatives, strategy, and long-term growth
⢠Viewed as a long-term hire with potential eligibility for ownership, based on experience and performance
Core Responsibilities (Both Levels)
⢠Provide comprehensive financial planning and investment advisory services
⢠Build and maintain trusted, long-term client relationships
⢠Advocate for clientsâ best interests within a fee-only fiduciary framework
⢠Communicate complex financial concepts in a clear, approachable manner
⢠Collaborate within a team-based advisory environment
⢠Uphold Plancorpâs values, professionalism, and commitment to client excellence
What You Bring
For Wealth Manager consideration:
⢠Bachelorâs degree from an accredited four-year university; social sciences or business preferred
⢠CFPŽ designation (or progress toward CFP) OR a combination of a CPA and a Series 65
⢠Typically 5+ years of experience in wealth management, financial planning, or tax/accounting advisory environments
⢠Experience supporting or leading client relationships
⢠Strong technical foundation and desire to grow advisory responsibility
For Senior Wealth Manager consideration:
⢠CFPŽ designation OR a combination of a CPA and a Series 65
⢠Typically 8â10+ years of experience advising high-net-worth clients
⢠Proven success managing a book of business and developing new client relationships
⢠Demonstrated ability to operate independently while contributing to team development
⢠Strong business judgment, leadership presence, and client advocacy skills
⢠For all candidates:
⢠Commitment to acting in clientsâ best interests
⢠Belief in an academically based investment philosophy
⢠Strong analytical, verbal, and written communication skills
⢠High level of professionalism and respect for confidentiality
⢠Self-motivated, client-focused, and comfortable with autonomy
Why Work With Us?
Youâll have the opportunity to do meaningful work that directly impacts clientsâ lives while learning from a collaborative team of experts. Plancorp values long-term relationshipsâwith both clients and employeesâand supports sustainable careers, not short-term wins.
Our comprehensive rewards package includes annual bonuses, daily catered lunch, and free access to an on-site workout facility. People from underrepresented communities are encouraged to applyâwe look forward to meeting you.
Apply Now
Apply Now
We advocate for clients by proactively guiding them through all aspects of their financial lives. Plancorp 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 values.
Who We Are
⢠Nationally recognized, fee-only Registered Investment Advisory (RIA) firm
⢠St. Louisâbased, with more than 35 years in business
⢠Approximately $8 billion in assets under management
⢠Serving individuals, families, business owners, non-profit, and institutional clients
Position Overview
As a Wealth Manager or Senior Wealth Manager, you will serve as a trusted advisor to clients while contributing to Plancorpâs long-term growth. Both roles are client-facing, relationship-driven, and grounded in comprehensive financial planning within a fee-only fiduciary environment.
The key distinction between the two levels is scope and impact. Wealth Managers focus on delivering excellent advice and growing with the firm, while Senior Wealth Managers operate with a broader book of business, greater autonomy, and an elevated role in business development, mentorship, and firm leadership.
Role Scope & Leveling
Wealth Manager
⢠Serves as a lead advisor for assigned clients, delivering comprehensive financial planning and investment advice
⢠Manages and deepens client relationships with guidance and support from senior team members
⢠Participates in business development activities, including referrals and prospect meetings
⢠Collaborates closely with planning, investment, and client service teams
⢠Continues to build technical expertise, client judgment, and advisory confidence
⢠Well-suited for advisors growing into broader responsibility and long-term leadership
⢠Senior Wealth Manager
⢠Owns and manages a significant book of business with a high degree of independence
⢠Leads complex client relationships and multi-generational planning conversations
⢠Drives new business development through referrals, networking, and brand advocacy
⢠Acts as a mentor and thought partner to Wealth Managers and other team members
⢠Contributes to firm-wide initiatives, strategy, and long-term growth
⢠Viewed as a long-term hire with potential eligibility for ownership, based on experience and performance
Core Responsibilities (Both Levels)
⢠Provide comprehensive financial planning and investment advisory services
⢠Build and maintain trusted, long-term client relationships
⢠Advocate for clientsâ best interests within a fee-only fiduciary framework
⢠Communicate complex financial concepts in a clear, approachable manner
⢠Collaborate within a team-based advisory environment
⢠Uphold Plancorpâs values, professionalism, and commitment to client excellence
What You Bring
For Wealth Manager consideration:
⢠Bachelorâs degree from an accredited four-year university; social sciences or business preferred
⢠CFPŽ designation (or progress toward CFP) OR a combination of a CPA and a Series 65
⢠Typically 5+ years of experience in wealth management, financial planning, or tax/accounting advisory environments
⢠Experience supporting or leading client relationships
⢠Strong technical foundation and desire to grow advisory responsibility
For Senior Wealth Manager consideration:
⢠CFPŽ designation OR a combination of a CPA and a Series 65
⢠Typically 8â10+ years of experience advising high-net-worth clients
⢠Proven success managing a book of business and developing new client relationships
⢠Demonstrated ability to operate independently while contributing to team development
⢠Strong business judgment, leadership presence, and client advocacy skills
⢠For all candidates:
⢠Commitment to acting in clientsâ best interests
⢠Belief in an academically based investment philosophy
⢠Strong analytical, verbal, and written communication skills
⢠High level of professionalism and respect for confidentiality
⢠Self-motivated, client-focused, and comfortable with autonomy
Why Work With Us?
Youâll have the opportunity to do meaningful work that directly impacts clientsâ lives while learning from a collaborative team of experts. Plancorp values long-term relationshipsâwith both clients and employeesâand supports sustainable careers, not short-term wins.
Our comprehensive rewards package includes annual bonuses, daily catered lunch, and free access to an on-site workout facility. People from underrepresented communities are encouraged to applyâwe look forward to meeting you.
Apply Now
Apply Now