Strategic Financial Planning Specialist

Stifel Financial Corp.; St. Louis (MO); Presencial; USD 85.000 - 110.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health benefits

401k

Wellness program

Life insurance

Paid time off

Descripción de la vacante

Stifel Financial Corp. is seeking a Financial Planning Specialist to partner with Financial Advisors in creating and presenting comprehensive financial plans.

You will train teams on MoneyGuide, gather critical client data, and contribute to planning strategies across branches. The role requires 3+ years in securities and financial planning, a business degree, and proficiency with Office tools and MoneyGuide.

Formación

• 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.

Responsabilidades

• Collaborate with Financial Advisors to gather data and prepare financial plans using MoneyGuide.
• Explain completed plans to Financial Advisors and clients/prospects.
• Provide branches with training on MoneyGuide and financial planning best practices.
• Assist with or present completed financial plans to clients via Zoom or conference call.
• Develop spreadsheets and PowerPoint presentations as needed.

Conocimientos

Securities knowledge

Financial planning

Mathematical skills

Attention to detail

Communication

Educación

Business degree or related

Herramientas

MoneyGuide

Microsoft Excel

PowerPoint

Outlook

Zoom

Descripción del empleo

Stifel Financial Corp. is seeking a Financial Planning Specialist to partner with Financial Advisors in creating and presenting comprehensive financial plans.

You will train teams on MoneyGuide, gather critical client data, and contribute to planning strategies across branches. The role requires 3+ years in securities and financial planning, a business degree, and proficiency with Office tools and MoneyGuide.