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Financial Planning Specialist: Client Plans & MoneyGuide
Job in
St. Louis, Saint Louis, St. Louis city, Missouri, 63105, USA
Listed on 2026-08-07
Listing for:
Stifel
Full Time
position Listed on 2026-08-07
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Stifel is seeking a Financial Planning Specialist to collaborate with Financial Advisors, assemble and explain financial plans, and support branches using Money Guide. The role involves training associates, gathering information for Wealth Planning Questionnaires, and presenting plans to clients and prospects via Zoom or conference calls.
The candidate will bring solid securities industry knowledge, financial planning expertise, and strong math skills, with experience in Excel, PowerPoint, and
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