Senior Financial Planner

Stifel; Five Points South (AL); On-site; USD 90,000 - 120,000; Full time

Job summary

Stifel is looking for a Senior Financial Strategist to develop and implement financial plans for clients. Responsibilities include analyzing financial data, market trends, and providing expert investment advice. The ideal candidate will have a Bachelor's degree and at least five years of experience in financial and estate planning.

Key skills include financial modeling, communication, and proficiency in financial software. Stifel is committed to delivering exceptional client service and maintaining high integrity.

Qualifications

• Extensive experience in financial planning, estate planning, and tax matters.
• Strong analytical skills with the ability to evaluate investment opportunities.
• High level of integrity and professionalism.

Responsibilities

• Develop and implement comprehensive strategies responsive to clients' needs and goals.
• Analyze investment opportunities and recommend strategies to enhance clients' portfolios.
• Monitor and review clients' financial plans regularly to ensure alignment with goals.
• Stay updated on industry trends and regulations to provide informed advice.

Skills

Financial planning

Estate planning

Tax optimization

Financial modeling

Investment analysis

Excellent communication

Interpersonal skills

Integrity

Education

Bachelor's degree in Finance or Business

5+ years of related experience

Advanced degree (MBA, JD, MS in Finance)

Tools

Microsoft Excel

Salesforce

Addepar

Financial planning software

Job description

What You'll Be Doing

A Senior Financial Strategist is a seasoned professional who specializes in developing and implementing financial plans, strategies, and recommendations for individuals or organizations. The Senior Financial Strategist will analyze financial data, market trends, and economic indicators to provide expert advice on investment opportunities, risk management, and financial goal achievement. Additionally, they may oversee financial planning teams, conduct financial research, and collaborate with clients to tailor financial strategies to meet their specific needs and objectives.

What We're Looking For

• Work closely with families of significant wealth and complexity to analyze and coordinate an array of investments and structures.
• Develop and implement comprehensive strategies responsive to clients' needs and goals.
• Conduct detailed financial modeling to forecast future financial scenarios and outcomes on matters including, but not limited to, tax, public and private investments, philanthropic giving, and estate planning.
• Provide expert advice on estate planning, including wills, trusts, legacy and inheritance strategies by actively listening and developing a deep understanding of clients’ motivations and needs.
• Offer guidance on tax planning and optimization to minimize clients' tax liabilities and structure of assets for estate planning.
• Work closely with 1919’s financial professionals as well as outside professionals to deliver integrated services to our clients.
• Analyze investment opportunities and recommend strategies to enhance clients' portfolios.
• Collaborate and build meaningful relationships with clients to understand their financial objectives and estate planning goals.
• Monitor and review clients' financial plans regularly to ensure they remain aligned with their goals.
• Stay updated on industry trends, regulations, and best practices to provide timely, informed advice.

What You'll Bring

• Extensive experience in financial planning, estate planning, and tax matters.
• Proficiency in financial modeling and analysis.
• Strong analytical skills with the ability to evaluate investment opportunities.
• Excellent communication and interpersonal skills.
• High level of integrity and professionalism.

Education & Experience

• Minimum Required: Bachelor's degree in Finance or Business, or related field.
• Minimum Required: 5+ years of related experience working with high-net-worth individuals and families.
• Preferred: Advanced degree (MBA, JD, MS in Finance, etc.).

Licenses & Credentials

• Minimum Required: Series 65 license (or waiver).
• Preferred: Relevant industry designation, CPA preferred, CFP, and/or CFA.

Systems & Technology

• Proficient in Microsoft Excel, Word, PowerPoint, and Outlook.
• Proficient in use of CRM system (i.e., Salesforce).
• Strong knowledge of current financial planning software and tools and proficiency in their use. Prefer candidates with experience with Addepar, BlackRock, or similar financial software used in a family office setting.

About Stifel

1919 Investment Counsel, a wholly owned subsidiary of Stifel Financial Corporation, provides investment management and financial planning services to wealthy individuals, families, trusts, foundations, and institutions. 1919 Investment Counsel manages more than $24 billion of client assets and has offices in Baltimore, Birmingham, Cincinnati, New York, San Francisco, Philadelphia and Vero Beach. 1919 Investment Counsel has a team of portfolio managers, research analysts and client service professionals that work together to construct investment portfolios that are tailored to each client’s specific needs and objectives and to deliver tailored solutions that preserve, build and manage wealth for 1919 Investment Counsel’s clients. The firm primarily serves high net worth clients which often require complex financial planning and advice as well as exceptional client service.

1919 Investment Counsel is an Equal Opportunity Employer.