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Estate & Tax Planning Advisor
Job in
St. Louis, Saint Louis, St. Louis city, Missouri, 63105, USA
Listed on 2026-01-01
Listing for:
Stifel Financial
Full Time
position Listed on 2026-01-01
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant
Job Description & How to Apply Below
Location: St. Louis
A prominent wealth management firm in St. Louis seeks a Wealth Strategist I to support financial advisors with estate and tax planning. The role requires a Bachelor's degree, a JD or CPA, and 3-5 years of experience. Responsibilities include client consultations, educational seminar presentations, and collaboration with external advisors. The firm offers comprehensive benefits and a supportive work environment.
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