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Estate & Tax Planning Strategist

Job in St. Louis, Saint Louis, St. Louis city, Missouri, 63105, USA
Listing for: Stifel
Full Time position
Listed on 2026-10-07
Job specializations:
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 70000 - 90000 USD Yearly USD 70000.00 90000.00 YEAR
Job Description & How to Apply Below
Position: Estate & Tax Planning Strategist I
Location: St. Louis

Stifel, based in St. Louis, is looking for a Wealth Strategist I to provide estate and tax planning support to Financial Advisors. This role involves analyzing clients' financial situations, delivering consultations, and developing educational materials. Candidates should possess a Bachelor’s degree and a Juris Doctor or CPA, with 3-5 years of relevant experience. Stifel offers a comprehensive benefits package, including health care and retirement plans.
Join us at Stifel as our next Estate & Tax Planning Strategist I in St. Louis, MO, United States. Step into the Estate & Tax Planning Strategist I role at Stifel in St. Louis, MO, United States and grow with us. Please review the full job details above before applying. If your experience matches this role, we encourage you to apply.

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