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Senior Financial Planner - Tax-Smart Family Wealth
Job in
St. Louis, Saint Louis, St. Louis city, Missouri, 63105, USA
Listed on 2026-10-06
Listing for:
Plancorp Wealth Management
Full Time
position Listed on 2026-10-06
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Financial Analyst, Portfolio & Asset Management
Job Description & How to Apply Below
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.
For the Senior Financial Planner
- Tax-Smart Family Wealth position at Plancorp Wealth Management, we are reviewing applications now. Join Plancorp Wealth Management and contribute to our ongoing work. Take a moment to read everything above and see whether this role is right for you. This posting is for the Senior Financial Planner
- Tax-Smart Family Wealth role at Plancorp Wealth Management, based in St. Louis, MO, United States.
Position Requirements
10+ Years
work experience
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