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Financial Planning Specialist — Advisor Support & Planning
Job in
St. Louis, Saint Louis, St. Louis city, Missouri, 63105, USA
Listed on 2026-01-01
Listing for:
Stifel Financial Corp.
Full Time
position Listed on 2026-01-01
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A global wealth management firm is seeking a Financial Planning Specialist to collaborate with Financial Advisors in preparing financial plans for clients. The ideal candidate will have a business degree, at least three years in the securities industry, and sound understanding of financial planning. Key responsibilities include gathering client data, training on the firm's financial planning software, and reviewing plans.
A competitive salary range is offered, reflecting the importance of this role in supporting business growth.
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