Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Senior Financial Planner - High-Touch Planning

ebs recruiters LLC

ebs recruiters LLC is seeking a Senior Financial Planner in St. Louis, Missouri to deliver personalized financial planning while ensuring exceptional client service to help clients achieve their long-term financial goals. This role involves close collaboration with clients, advisors, and internal teams to develop customized financial plans and manage ongoing relationships. A minimum of 2 years' experience in financial planning is required, along with the Series 7 and Series 66 licenses. #J-18808-Ljbffr ebs recruiters LLC

Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Senior Financial Planner - High-Touch Planning in Saint Louis, MO vacancy
  •  ...Senior Financial Planner The Senior Financial Planner is responsible for delivering personalized financial planning and exceptional client service to help clients achieve their long-term...  ...ongoing relationships, and provide a high-touch, consultative experience. The ideal... 
    Senior
    Work at office

    Ebs Recruiters

    Saint Louis, MO
    3 days ago
  • Description: At Larson Financial Group, LLC, we are...  ...services with a personalized touch, and we’re looking for a dedicated Senior Financial Planner to join our growing...  ...about financial planning, delivering exceptional...  ...player in delivering a high-touch, concierge-style... 
    Senior
    Temporary work
    Work experience placement
    Work at office

    Larson Financial Group, LLC

    Saint Louis, MO
    -88
  • The Family Office Team is seeking a highly experienced Senior Financial Planner with a strong background in tax planning and wealth management. This role is ideal for a dynamic...  ...from our team of experts, do work that touches people’s lives, and be a part of our unique... 
    Senior
    Work at office
    Local area

    Plancorp Wealth Management

    Saint Louis, MO
    5 days ago
  • A financial services firm in St. Louis seeks a Financial Planner to help clients reach their financial goals through tailored plans and exceptional service. The role involves leading client meetings, collecting data, and collaborating to create effective financial strategies... 
    Suggested

    Larson Financial

    Saint Louis, MO
    3 days ago
  • 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... 
    Senior

    Plancorp Wealth Management

    Saint Louis, MO
    5 days ago
  • Larsen Financial Group, LLC, in St. Louis is looking for a motivated Senior Financial Planner with a passion for financial planning. You will work closely with clients, preparing and leading meetings...  ...financial plans, and delivering high-quality service. Applicants should... 
    Senior

    Larson Studio LLC

    Saint Louis, MO
    4 days ago
  • Larsen Studio LLC in St. Louis, MO is seeking a dedicated Financial Advisor to enhance client relationships and deliver customized financial planning services. The ideal candidate will have at least 2 years of experience, necessary licenses, and strong communication skills... 

    Larson Studio LLC

    Saint Louis, MO
    4 days ago
  •  ...currently seeking experienced Senior Wealth Advisors to join...  ...The role partners closely with high-net-worth individuals and families...  ...to develop personalized financial strategies and help clients make...  ...together holistic financial planning, access to institutional quality... 
    Senior

    Beacon Pointe

    Saint Louis, MO
    22 hours ago
  •  ...Description The Financial Planner is responsible for helping clients achieve their financial goals through comprehensive financial planning, personalized recommendations, and exceptional client...  ...passionate about delivering a high-touch client experience. Key Responsibilities... 
    Work experience placement
    Work at office

    ebs recruiters LLC

    Saint Louis, MO
    1 day ago
  • Larson Financial in St. Louis is seeking a Senior Financial Planner to work closely with clients to help them achieve their financial goals. The role involves preparing...  ...client meetings, developing tailored financial plans, and maintaining accurate data using CRM tools.... 
    Senior

    Larson Financial

    Saint Louis, MO
    3 days ago
  • ebs recruiters LLC is seeking a detailed-oriented Financial Planner in St. Louis, MO, responsible for helping clients achieve their financial...  ...service. The role involves developing customized financial plans, leading client meetings, and managing ongoing relationships.... 

    ebs recruiters LLC

    Saint Louis, MO
    5 days ago
  •  ...Description Senior Tax Associate Plancorp...  ...all aspects of their financial lives. The firm...  ...comprehensive, holistic financial planning and investment...  ...Accounting ~ CPA license highly preferred ~4+...  ...experts, do work that touches people's lives, and be... 
    Senior
    Local area
    Flexible hours

    Plancorp

    Saint Louis, MO
    22 hours ago
  • $70k

     ...leader to serve as the Assistant Principal of Kairos Academies High School. This individual will partner closely with the Principal...  ...classroom leaders. Provide real-time and strategic feedback on lesson planning, classroom instruction, and data use. Conduct regular classroom... 
    Relocation
    Monday to Friday
    Weekend work
    Day shift
    Afternoon shift

    Kairos Academies

    Saint Louis, MO
    1 day ago
  • $147.4k - $336.8k

    EY is seeking a Real Estate Tax Senior Manager who will lead tax planning projects for diverse clients. This role involves analyzing complex tax operations, building client relationships, and supervising a motivated team of professionals. Candidates should have seven to... 
    Senior

    EY

    Saint Louis, MO
    5 days ago
  • Brighton Jones is seeking an Advisor to manage client relationships and provide comprehensive financial planning support. The role involves interacting with clients, preparing meeting deliverables, and leading team projects. Candidates should have experience in financial... 
    Senior

    Brighton Jones

    Saint Louis, MO
    1 day ago
  • $90.23k

     ...Job Description CDM Smith is seeking a Senior Financial Analyst to join our Corporate FP&A Team! This role supports financial planning and analysis projects and initiatives for...  ...The successful candidate: • Analyzes highly complex financial and operational information... 
    Senior
    H1b

    CDM Smith

    Saint Louis, MO
    2 days ago
  • $116.5k - $184k

     ...is looking for a Business Banking Relationship Manager in St. Louis, Missouri, to manage commercial customer portfolios and ensure high levels of satisfaction. The ideal candidate will have a bachelor's degree along with 5+ years of commercial banking experience. This... 
    Senior
    Full time

    Mercantil Commerce Bank

    Saint Louis, MO
    4 days ago
  • $80 - $110 per hour

    Micro1 is seeking a Personal Financial Advisor (Private Wealth) to provide personalized financial...  ...client relationship management for high-net-worth individuals. Candidates should...  ...strong grasp of investment and retirement planning, and relevant certifications such as CFP... 
    Remote job

    Micro1

    East Saint Louis, IL
    3 days ago
  •  ...managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all...  ...success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate... 
    Temporary work
    Work experience placement
    Local area

    Chase

    Saint Louis, MO
    3 days ago
  • Caleres, Inc. is seeking a Sr. Financial Analyst in St. Louis to join their dynamic footwear company. This role focuses on significant...  ...finance degrees and skills in budgeting, partnering, and financial planning. The position provides unique opportunities to influence... 
    Senior

    Caleres, Inc.

    Saint Louis, MO
    5 days ago
  • Watlow in St. Louis, Missouri, is seeking a Senior Financial Analyst (FP&A - Business Partnering & Strategic Projects) to support strategic planning and forecasting efforts. The role involves transforming financial data into actionable insights for decision-making across... 
    Senior

    Watlow

    Saint Louis, MO
    5 days ago
  • Senior Personal Banker - Multiple Locations St. Louis, MO, USA Job Description Posted Friday...  ...'s needs: Understand each customer’s financial goals and provide consultative advice to...  ...Business Acumen Skills and Qualifications High School Diploma (or equivalent) is... 
    Senior
    Hourly pay
    Full time
    Monday to Friday
    Flexible hours
    Weekend work
    Afternoon shift

    Midwest BankCentre

    Saint Louis, MO
    4 days ago
  • $105.64k - $223.1k

     ...tax solutions. Join a diverse team helping high-profile clients understand, analyze, and...  ...KPMG is currently seeking a Manager or Senior Manager - Renewable Energy Credits (AMCS)...  ...asset capitalization determinations and planning  Manage the design, execution, and implementation... 
    Senior
    Full time
    Work at office
    Local area

    KPMG

    Saint Louis, MO
    8 days ago
  •  ...Senior Tax Planning Advisor - CPA Summary: The Senior Tax Planning...  ...CPA is a key member of the Financial Planning Team and is responsible...  ...tax planning strategies for high-net-worth individuals and...  ...ability to deliver the personal touch and concierge-level service... 
    Senior
    Work experience placement
    Work at office

    Benjamin F Edwards & CO

    Saint Louis, MO
    3 days ago
  • Job Description Senior Financial Analyst Include but are not Limited to the Following: The Senior...  ..., contributing to long‑term strategic planning. Working Capital Management: Identify...  ...& Leadership: Lead or support high‑impact financial and operational projects... 
    Senior
    Full time
    Monday to Friday
    Weekend work

    jobr.pro

    Saint Louis, MO
    4 days ago
  •  ...Senior Commercial Banking Relationship Manager Wells Fargo is seeking a Senior Commercial...  ...the needs and priorities of clients and financial decision makers, responding quickly,...  ...colleagues Drive relationship planning activities to deliver the full suite of... 
    Senior
    Work experience placement

    Wells Fargo

    Saint Louis, MO
    5 days ago
  • $50 - $60 per hour

     ...DataAnnotation is committed to creating high-quality AI. Enjoy the flexibility of remote...  ...to help shape how AI understands financial principles and decision-making.   In...  ...Development, Wealth Management, and Insurance Planning.   Advantages of contracting with us:... 
    Senior
    Hourly pay
    Contract work
    For contractors
    Work experience placement
    Remote work

    Data Annotation

    Bellefontaine Neighbors, MO
    more than 2 months ago
  • Senior Tax Manager - Private Client & Trusts (HNW/UHNW...  ...tax engagement for High Net Worth (HNW) and Ultra...  ...deliver tailored tax planning, compliance and trust...  ..., trustees and financial planners to implement integrated...  ...advisor: deliver high‑touch service, explain complex... 
    Senior

    CyberCoders

    Saint Louis, MO
    3 days ago
  • $124.09k - $150.37k

     ...Senior Therapeutic Area Specialist, Cardiovascular Community - St....  ...in scale and scope, alongside high-achieving teams. Take your career...  ...territory and account plans. Proactively uses available...  ...video conferencing to stay in touch with healthcare professionals,... 
    Senior
    Private practice
    Work at office

    Bristol Myers Squibb

    Saint Louis, MO
    2 days ago
  • $84k - $110k

     ...within our firm. Offering a high touch approach, we have extensive...  ...with complicated tax and financial structures. The Private Client...  ..., and life insurance planning. A Tax Senior, Private Client Services is...  ...software (GoSystems, BNA Tax Planner, GoFileRoom, SurePrep), preferred... 
    Senior
    Private practice
    Work at office

    BDO Capital Advisors, LLC

    Saint Louis, MO
    5 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Financial Planner - High-Touch Planning. Be the first to apply!