Financial Planning Associate

Stifel; St. Louis (MO); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Health benefits

401k

Paid time off

Job summary

Stifel is seeking a Financial Planning Support professional to work under supervision with Financial Advisors. Responsibilities include gathering data, preparing simple to moderate financial plans with MoneyGuide, and assisting branches in leveraging the platform.

You will contribute through data entry, client communications, and creating spreadsheets and presentations to support planning deadlines and regulatory awareness.

Qualifications

• Business degree in a related field or equivalent experience.
• 0–2 years securities industry or related experience.
• Strong numerical and analytical capabilities.
• Solid communication and teamwork abilities.

Responsibilities

• Assist Financial Advisors to gather data and prepare simple to moderate financial plans.
• Prepare plans using MoneyGuide for clients and prospects.
• Support branch offices and user adoption of MoneyGuide.
• Develop spreadsheets and presentations as needed.
• Meet planning deadlines and communicate results clearly.

Skills

Interpersonal skills

Communication

Attention to detail

Mathematical ability

Team collaboration

Education

Business degree or related field

Tools

MoneyGuide

Microsoft Excel

Microsoft Word

PowerPoint

Outlook

Job description

What You'll Be Doing

Under close supervision, works with the Financial Advisors to gather all applicable data and prepare simple to moderate financial plans for clients and prospective clients. May assist branch offices in the use of MoneyGuide (Stifel's online Financial Planning platform).

What We're Looking For

• Responds to in-bound calls from Financial Advisor and members of their team.
• Communicates with Financial Advisors to obtain all necessary information for financial plan preparation.
• Creates various levels of financial plans ranging from basic analysis to comprehensive plans using the MoneyGuide financial planning software. Complexity of plans generally ranges from the simple to moderate level.
• Works with Financial Planning Specialists to enter data needed to create financial plans.
• Mails and emails completed financial plans to branch offices.
• Provides detailed explanation of completed financial plans to Financial Advisors.
• Assists Financial Advisors with information gathering while providing knowledge of the Wealth Planning Questionnaire(s).
• Provides support to branches on how to properly use MoneyGuide as well as best practices.
• Works independently to accomplish all activities required to meet plan preparation deadlines.
• Develop spreadsheets, PowerPoint presentations and other project items as necessary.
• Establishes knowledge of department and firm policies/procedures and industry regulations related to financial planning business.
• Combines pieces of information to form general rules or conclusions and applies general rules to specific problems to produce answers that make sense.
• Performs other related duties as assigned.

What You'll Bring

• Basic understanding of the securities industry in general and various securities products.
• General understanding of financial planning products and techniques.
• Solid and reliable mathematical skills.
• Developed interpersonal skills. Able to interact and function as a member of a team; equally able to work independently on tasks or projects. Able to professionally converse with Financial Advisors and other personnel concerning financial planning subjects.
• Communicates well in both written and verbal form; able to organize subject matter and data well and present/explain it clearly so that others understand complex issues.
• Solid organizational skills with the ability to prioritize tasks in order to meet deadlines in a timely manner.
• Attention to detail and proofreading skills.
• Analytical problem solver who is generally able to tell when something is wrong or is likely to go wrong. Uses logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
• High level of integrity.
• Courteous and efficient telephone skills.

Education & Experience

• Minimum Required: Business Degree in a related field or equivalent work-related experience.
• Minimum Required: 0-2 years securities industry or related experience

Systems & Technology

• Proficient in Microsoft Excel, Word, PowerPoint, and Outlook.
• Experience with financial planning software

About Stifel

Stifel is more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients' money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.

While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where success meets success.

At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.

Stifel is an Equal Opportunity Employer.