Senior Financial Planner - Tax-Smart Family Wealth
Plancorp Wealth Management
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
Vacancy posted 4 days ago
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