Wealth Planning Associate: MoneyGuide Support

Stifel Financial Corp.; St. Louis (MO); On-site; USD 48,000 - 70,000; Full time

Job summary

Stifel Financial Corp. in St. Louis is seeking an assistant to support Financial Advisors by gathering data and preparing simple to moderate financial plans using MoneyGuide.

You will ensure timely delivery of completed plans to branch offices and provide clear explanations to advisors. Under close supervision, you will develop spreadsheets, PowerPoint presentations, and other project items, while learning MoneyGuide and industry regulations.

Qualifications

• Minimum education includes a business degree or related field or equivalent work experience.
• Exposure to securities industry or related fields is desirable.
• Ability to analyze data and present findings clearly.

Responsibilities

• Assist Financial Advisors to gather data and prepare simple to moderate financial plans.
• Create plans using MoneyGuide and mail/email them to branches.
• Explain completed plans to Financial Advisors and support best practices for MoneyGuide.
• Develop spreadsheets and PowerPoint presentations for project needs.
• Work independently to meet planning deadlines.

Skills

Securities basics

Financial planning knowledge

Mathematical skills

Interpersonal skills

Communication skills

Organizational skills

Attention to detail

Analytical thinking

Integrity

Telephone etiquette

Education

Business degree or related field

Tools

Excel

Word

PowerPoint

Outlook

Financial planning software

Job description

Stifel Financial Corp. in St. Louis is seeking an assistant to support Financial Advisors by gathering data and preparing simple to moderate financial plans using MoneyGuide.

You will ensure timely delivery of completed plans to branch offices and provide clear explanations to advisors. Under close supervision, you will develop spreadsheets, PowerPoint presentations, and other project items, while learning MoneyGuide and industry regulations.