Job summary
Job post source
This job is directly from Stifel Financial Corp.
Job overview
The Financial Planning Specialist collaborates with Financial Advisors to prepare and present financial plans for clients, enhancing the advisory process and client engagement.
Responsibilities and impact
Daily tasks include gathering data for financial plans, creating various financial plans using MoneyGuidePro, reviewing plans with Financial Advisors, and providing training on financial planning best practices.
Compensation and benefits
Stifel offers a comprehensive benefits package including health, dental, vision care, 401k, wellness initiatives, life insurance, and paid time off.
Experience and skills
Candidates should have a Business Degree or equivalent experience, with a minimum of 3 years in the securities industry and at least 1 year in financial planning, along with required licenses.
Career development
Stifel promotes an entrepreneurial environment that supports career growth and development opportunities within the financial services sector.
Work environment and culture
The company values innovation and fresh ideas, fostering a culture that encourages collaboration and success among its employees.
Company information
Stifel Financial Corp. is a global wealth management and investment banking firm with over 130 years of history, committed to safeguarding clients' money and helping them achieve success.
Team overview
The team consists of Financial Advisors and Planning Associates working collaboratively to enhance client financial planning services.
Job location and travel
The position is based in Stifel's offices, with locations in major cities including St. Louis, New York, and San Francisco.
Application process
Interested candidates should apply directly through Stifel's career portal, providing necessary documentation as outlined in the job posting.
Unique job features
This role offers unique opportunities to work with advanced financial planning software and engage directly with clients and Financial Advisors.
Company overview
Stifel Financial Corp. is a diversified financial services company that offers investment banking, wealth management, and brokerage services. Founded in 1890 and headquartered in St. Louis, Missouri, Stifel generates revenue through advisory fees, commissions, and underwriting services. The company has grown significantly through strategic acquisitions, including the purchase of Thomas Weisel Partners and Sterne Agee. Stifel is known for its client-centric approach and robust research capabilities, making it a respected name in the financial industry.
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