Wealth Planning Specialist & MoneyGuide Expert

Stifel, Incorporated; St. Louis (MO); Presencial; USD 65.000 - 95.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health, dental, and vision care

401k plan

Wellness initiatives

Life insurance

Paid time off

Descripción de la vacante

Stifel is seeking a Financial Planning Specialist to collaborate with Financial Advisors, assemble and explain financial plans for clients and prospects, and support branches with MoneyGuide usage and best practices.

You will train new associates, identify growth opportunities, and help prepare comprehensive plans through Zoom or in-person sessions. Strong finance knowledge and planning process expertise are required.

Formación

• Minimum required: Business Degree in a related field or equivalent work-related experience.

Responsabilidades

• Assist in preparing and explaining financial plans to clients and prospects.
• Review and present completed financial plans to Financial Advisors.
• Provide branches with training on MoneyGuide and planning best practices.
• Develop business opportunities with Financial Advisors to increase client usage.
• May conduct information-gathering calls with Advisors and clients via Zoom.
• Create spreadsheets, PowerPoint presentations, newsletter articles and other project items as needed.

Conocimientos

Securities industry knowledge

Financial planning services

Mathematical skills

Financial planning process

Herramientas

MoneyGuide

Excel

PowerPoint

Zoom

Descripción del empleo

Stifel is seeking a Financial Planning Specialist to collaborate with Financial Advisors, assemble and explain financial plans for clients and prospects, and support branches with MoneyGuide usage and best practices.

You will train new associates, identify growth opportunities, and help prepare comprehensive plans through Zoom or in-person sessions. Strong finance knowledge and planning process expertise are required.