Financial Planning Associate: Create Simple to Moderate Plans

Stifel, Incorporated; St. Louis (MO); On-site; USD 45,000 - 60,000; Full time

Benefits offered by this job

Health, dental and vision care

401k

Wellness initiatives

Life insurance

Paid time off

Job summary

Stifel, Incorporated is seeking a detail-oriented financial planning assistant to collaborate with Financial Advisors in preparing simple to moderate financial plans for clients and prospects. You will support MoneyGuide use and data collection across branch offices, ensuring timely delivery of plans and clear explanations to advisors.

You will assist in data entry with Planning Specialists, create spreadsheets and presentations, and maintain strict adherence to policies and regulatory

Qualifications

• Minimum Required: Business Degree in a related field or equivalent work-related experience
• Minimum Required: 0-2 years securities industry or related experience
• Experience with financial planning software (MoneyGuide)

Responsibilities

• Assist Financial Advisors to gather data for financial plans
• Create financial plans from basic to moderate complexity using MoneyGuide
• Enter data with Financial Planning Specialists to build plans
• Mail and email completed financial plans to branch offices
• Explain completed plans to Financial Advisors
• Develop spreadsheets and PowerPoint presentations as needed
• Meet plan preparation deadlines with independent work
• Adhere to department policies and regulatory requirements

Skills

Interpersonal skills

Written and verbal communication

Organizational skills

Attention to detail

Analytical problem solving

Team collaboration

Education

Business Degree or related field

Tools

Microsoft Excel

Microsoft Word

PowerPoint

Outlook

MoneyGuide software

Job description

Stifel, Incorporated is seeking a detail-oriented financial planning assistant to collaborate with Financial Advisors in preparing simple to moderate financial plans for clients and prospects. You will support MoneyGuide use and data collection across branch offices, ensuring timely delivery of plans and clear explanations to advisors.

You will assist in data entry with Planning Specialists, create spreadsheets and presentations, and maintain strict adherence to policies and regulatory