Senior Financial Planner

Selby Jennings is partnered with a growing independent wealth management firm seeking a Senior Financial Planner to join its expanding team in the Greater St Louis area.

This opportunity is ideal for an experienced financial planning professional who enjoys building long-term client relationships and delivering comprehensive financial advice. Working alongside experienced advisers and wealth management professionals, you will support individuals and families with tailored planning solutions across retirement, investment, protection and broader wealth management needs.

The firm offers a highly collaborative environment, a strong client-centric culture, and a genuine focus on delivering comprehensive advice rather than product-led solutions.

Key Responsibilities

• Lead and participate in client meetings, providing holistic financial planning advice.
• Gather, analyse and organise client information to create tailored financial plans.
• Prepare retirement, investment, insurance and cashflow planning recommendations.
• Produce financial modelling and planning scenarios.
• Partner with advisers to communicate planning and investment strategies to clients.
• Manage planning cases from discovery through implementation and review.
• Track client action items and ensure planning objectives are delivered efficiently.
• Provide a high level of ongoing service and relationship management.
• Support new client onboarding and ongoing servicing requirements.
• Maintain accurate records within CRM and financial planning systems.
• Act as a trusted point of contact for client enquiries and planning-related matters.
• Identify opportunities to strengthen client relationships and generate referrals.

Experience & Qualifications

• 5-10+ years' experience within financial planning, wealth management or financial advisory services.
• Active Series 7 and Series 66 licences required.
• CFP or CPA designation preferred.
• Bachelor's degree or equivalent industry experience.
• Experience working with affluent and high-net-worth clients.
• Strong understanding of financial planning and wealth management principles.
• Experience using CRM and financial planning software.

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