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Plancorp Wealth Management
Saint Louis,MO

Description

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.#J-18808-Ljbffr

Turn Job Alerts On
Plancorp Wealth Management Logo
Plancorp Wealth Management
Saint Louis,MO

Description

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.#J-18808-Ljbffr


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