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Financial Planning Associate | Plan Builder
Job in
Little Rock, Pulaski County, Arkansas, 72208, USA
Listed on 2026-07-18
Listing for:
Stifel Financial
Full Time
position Listed on 2026-07-18
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Stifel Financial is seeking a Financial Planning Associate to partner with Financial Advisors in gathering data and preparing simple to moderate financial plans for clients and prospects. The role may support branch offices in using Money Guide Pro , Stifel’s online planning platform.
You will contribute to plan development, explain plans to advisors, and assist with information gathering while leveraging knowledge of the Wealth Planning questionnaire and best practices.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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