Financial Planner — Healthcare Background

Job overview

The Financial Planner role is onsite in Saint Louis, MO. Annual salary is $85,000–$95,000. The role supports Banderman Financial Group's client financial planning and insurance services, with an emphasis on candidates transitioning from healthcare backgrounds.

What you'll do

• Consult with clients to understand financial goals and concerns
• develop plans covering investments, insurance, and retirement
• recommend and implement insurance strategies
• monitor plans and provide updates as circumstances change
• build a client network through referrals, community involvement, and professional associations
• obtain necessary licenses, with training and sponsorship available.

What we're looking for

Skills & competencies

financial planner

saint louis mo

full-time

$85k–$95k/year

healthcare background

client consultation

financial planning

investments

insurance

retirement planning

licensing training

banderman financial group

Work arrangement

• Weekend coverage required

Benefits & perks

• 401(k)
• performance bonus
• dental, health, and vision insurance
• flexible schedule
• advancement opportunities
• training and development
• life insurance and retirement plan.

Why this role

A bachelor's degree is preferred but not required; prior financial services, insurance, or business development experience is beneficial but not required.

About the employer

Banderman Financial Group is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.