Financial Planning Specialist: MoneyGuide & Client Plans

Stifel Financial Corp.; Missouri; On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Health, dental and vision care

401k plan

Wellness initiatives

Life insurance

Paid time off

Job summary

Stifel Financial Corp. is seeking a Financial Planning Specialist to partner with Financial Advisors, gathering data and preparing comprehensive financial plans for clients and prospects.

You will present plans, train branches on MoneyGuide, and support best practices in financial planning. The role requires 3+ years in securities with at least 1 year in financial planning, plus relevant licenses; CFP preferred.

Qualifications

• Minimum Required: Business Degree in a related field or equivalent work-related experience.
• Minimum Required: 3+ years of securities industry experience with 1+ years of financial planning experience.
• Minimum Required: FINRA Series 7 and 66 (or 63 and 65 instead of 66).
• Minimum Required: Life, Health, and Long-Term Care Insurance Licenses (or ability to obtain within 30-45 days of hire).
• CFP is preferred.

Responsibilities

• Assist Financial Advisors by gathering data and preparing financial plans.
• Explain financial plans to clients and prospects.
• Review plans created by others and present completed plans.
• Provide training on MoneyGuide and best practices.
• Identify business opportunities and communicate them to Advisors.
• Conduct information-gathering calls via Zoom or conference calls.

Skills

Securities industry knowledge

Financial planning knowledge

Mathematical skills

Attention to detail

Regulatory understanding

Education

Business degree or related field

Equivalent work-related experience

Tools

MoneyGuide

Microsoft Excel

PowerPoint

Outlook

Zoom

Job description

Stifel Financial Corp. is seeking a Financial Planning Specialist to partner with Financial Advisors, gathering data and preparing comprehensive financial plans for clients and prospects.

You will present plans, train branches on MoneyGuide, and support best practices in financial planning. The role requires 3+ years in securities with at least 1 year in financial planning, plus relevant licenses; CFP preferred.