Wealth Manager or Senior Wealth Manager

Please note this role is open to remote candidates based in CA Plancorp is seeking an experienced Wealth Manager or Senior Wealth Manager to join our growing team. The position and level will be tailored to the selected candidate’s experience, credentials, business development background, and ability to lead client relationships. As a nationally recognized, fee-only registered investment advisory firm, Plancorp provides comprehensive financial planning and investment advisory services to individuals, families, business owners, nonprofit organizations, and institutional clients. We help clients identify meaningful goals and implement strategies aligned with their priorities and values. The Opportunity In this role, you will serve as a lead advisor while helping expand Plancorp’s client relationships and market presence. You will combine comprehensive financial planning, relationship management, and business development with the support of a collaborative team. We are looking for someone who: Enjoys developing new client relationships and closing business Values independence, flexibility, and ownership of their work Can explain complex financial topics in a clear, approachable way Wants to work in a fee-only, financial-planning-focused environment Delivers thoughtful, high-touch service to clients Thrives in a team-based culture where success is shared across the firm Key Responsibilities Serve as a lead advisor for high-net-worth individuals and families Deliver comprehensive financial planning and investment guidance Develop new business and build long-term client relationships Clearly communicate complex financial strategies and recommendations Collaborate with colleagues across a team-based advisory environment Represent the Plancorp brand while providing a high level of client service Protect the confidentiality of client and firm information Qualifications Candidates may be considered for either level based on the following criteria: Wealth Manager Bachelor’s degree from an accredited four-year university, with a business or social sciences background preferred CFP designation, or CPA designation with Series 65 At least five years of experience advising or consulting high-net-worth clients within a wealth management firm or the tax division of an accounting firm Experience providing comprehensive financial planning advice Senior Wealth Manager Bachelor’s degree from an accredited four-year university, with a business or social sciences background preferred CFP designation At least ten years of experience advising or consulting high-net-worth clients within a wealth management firm or the tax division of an accounting firm Significant experience providing comprehensive financial planning advice Demonstrated ability to develop business and lead complex client relationships What You Bring at Either Level A commitment to acting in clients’ best interests Alignment with a fee-only financial planning model Belief in an academically based investment philosophy Strong financial and analytical skills Excellent written and verbal communication skills A solid understanding of investment securities, transaction mechanics, and investment account types A positive, client-focused approach The motivation to manage responsibilities independently Why Plancorp? At Plancorp, you will do work that directly affects people’s financial lives while being part of a collaborative and distinctive culture. Our comprehensive rewards package includes annual bonus opportunities, daily catered lunch. Plancorp encourages candidates from underrepresented communities to apply. We look forward to learning more about you. We are not using recruiting firms for this role