Financial Planning Associate: Plan Builder & Analyst

Stifel Financial Corp.; St. Louis (MO); On-site; USD 52,000 - 74,000; Full time

Benefits offered by this job

Health insurance

Dental and vision care

401k retirement plan

Wellness initiatives

Life insurance

Paid time off

Job summary

Stifel Financial Corp. is seeking a Financial Planner Assistant to work under supervision with Financial Advisors. The role involves gathering data, preparing simple to moderate financial plans, and supporting branch offices in using MoneyGuide—the firm’s planning platform.

You will develop plans with increasing complexity, collaborate with Planning Specialists, and ensure timely delivery of completed plans. Strong math, communication, and organizational skills are essential.

Qualifications

• Basic understanding of the securities industry and products.
• General understanding of financial planning products and techniques.
• Strong mathematical skills are required.
• Ability to work in a team and independently.
• Excellent written and verbal communication.
• Solid organizational and prioritization skills.
• Attention to detail and proofreading abilities.
• Analytical problem-solving with sound judgment.
• High integrity and professional demeanor.
• Courteous telephone communication.

Responsibilities

• Responds to inbound calls from Financial Advisors and team members.
• Gathers data and prepares simple to moderate financial plans.
• Uses MoneyGuide to create plans from basic to moderate complexity.
• Enters data with Financial Planning Specialists.
• Distributes completed plans to branch offices via mail/email.
• Explains completed plans to Financial Advisors in detail.
• Supports branches on MoneyGuide usage and best practices.
• Works independently to meet plan deadlines.
• Develops spreadsheets and PowerPoint presentations as needed.
• Learns department policies and regulatory requirements.

Skills

Securities industry basics

Financial planning concepts

Mathematical skills

Interpersonal/teamwork

Written and verbal communication

Organization and prioritization

Attention to detail

Analytical problem solving

Integrity

Telephone skills

Education

Business degree or related field

0-2 years securities experience

Tools

Microsoft Excel

Microsoft Word

PowerPoint

Outlook

MoneyGuide software experience

Job description

Stifel Financial Corp. is seeking a Financial Planner Assistant to work under supervision with Financial Advisors. The role involves gathering data, preparing simple to moderate financial plans, and supporting branch offices in using MoneyGuide—the firm’s planning platform.

You will develop plans with increasing complexity, collaborate with Planning Specialists, and ensure timely delivery of completed plans. Strong math, communication, and organizational skills are essential.