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Financial Planning Specialist — MoneyGuide & Client Plans
Job in
Independence, Jackson County, Missouri, 64053, USA
Listed on 2026-08-06
Listing for:
Stifel Financial Corp.
Full Time
position Listed on 2026-08-06
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Stifel Financial Corp. is seeking a Financial Planning Specialist to work with Financial Advisors to prepare and explain comprehensive financial plans for clients and prospects.
The role includes presenting plans, training staff on Money Guide, and supporting branches with planning best practices. The position requires a solid understanding of securities and financial planning, strong math skills, and knowledge of industry regulations.
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