Financial Planning Associate | Plan Builder
Listed on 2026-10-07
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Finance & Banking
Financial Advisor / Consultant, Wealth Management
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.
We are looking to fill the Financial Planning Associate | Plan Builder position at Stifel Financial in Little Rock, AR, United States.
If your experience matches this role, we encourage you to apply.
All applications are reviewed carefully by our team.
The position is based in Little Rock, AR, United States.
This opportunity is part of our work in Management & Operations.
The advertised compensation is 52.000 - 75.000.
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