Plancorp is seeking a Senior 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 40+ 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 Senior 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. Our Senior Wealth Managers are long term hires with a path to ownership in the firm.
The Senior 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 Senior 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.
• CFP designation
• 6+ years serving as lead advisor/consultant for high-net-worth clients either with a wealth management firm or the tax division of an accounting firm.
Experience with Driving New Business Growth:
- Lead the full discovery and onboarding process for prospective clients.
- Generate new business through referrals, firm-generated leads, centers of influence, and personal networks.
- Consistently contribute to revenue growth and new client acquisition.
- Act as an ambassador for Plancorp by clearly articulating the firm's value proposition to prospective clients.
- Develop and execute an individual business development strategy designed to attract ideal-fit clients to Plancorp.
- Identify target markets, prospect segments, and referral sources that align with the firm's growth objectives.
- Research business opportunities, centers of influence, and professional networks to cultivate a sustainable pipeline of prospects.
- Build and maintain relationships with prospective clients, referral partners, and key business contacts.
- Represent Plancorp at networking events, industry conferences, speaking engagements, and community activities to enhance brand awareness and generate opportunities.
- Collaborate with firm leadership and marketing resources to create and execute targeted business development initiatives.
- Manage the sales process from initial outreach through engagement, including consultation, needs discovery, solution development, and closing new client relationships.
- Demonstrate a proactive, entrepreneurial approach to generating opportunities rather than relying solely on firm-generated leads.
Experience with being a Lead Client Relationship owner:
- Serve as the primary advisor and decision-maker for high-net-worth clients
- Lead client review and discovery meetings, including complex financial planning scenarios
- Deliver advanced planning strategies across tax, estate, investments, and risk management
- Demonstrated ability to lead complex, multi-disciplinary financial planning engagements, including:
o Tax strategy and coordination with external CPAs
o Specializations in equity compensation planning, business owners, etc. a plus
o Retirement income and distribution planning
o Estate and legacy planning in partnership with attorneys
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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.
- Ability to synthesize competing planning priorities (tax, investment, estate, behavioral) into clear, actionable recommendations
- Investing in the growth and development of Planners and Wealth Managers
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!
Bachelor's degree required, CFP designation, and 6+ years serving as a lead advisor or consultant for high-net-worth clients in wealth management or accounting.
Key Responsibilities
- developing business
- advising clients
- leading planning
Job Details
- Category: Finance and Accounting
- Seniority: Senior Level
- Commitment: Full Time
- Workplace: Remote — St. Louis, Missouri, United States
- Languages: English
Benefits
- Retirement plan
About Plancorp
A fee-only registered investment advisory firm providing holistic financial planning and investment advisory services. — Industry: Finance