Senior Wealth Planner & Estate Strategy Lead

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

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.