Wealth Planning Associate: MoneyGuide Support
Job in
St. Louis, Saint Louis, St. Louis city, Missouri, 63105, USA
Listed on 2026-08-22
Listing for:
Stifel Financial Corp.
Full Time
position Listed on 2026-08-22
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Business Administration
Job Description & How to Apply Below
Stifel Financial Corp. in St. Louis is seeking an assistant to support Financial Advisors by gathering data and preparing simple to moderate financial plans using Money Guide.
You will ensure timely delivery of completed plans to branch offices and provide clear explanations to advisors. Under close supervision, you will develop spreadsheets, PowerPoint presentations, and other project items, while learning Money Guide and industry regulations.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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