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Senior Estate & Tax Planning Strategist
Job in
St. Louis, Saint Louis, St. Louis city, Missouri, 63105, USA
Listed on 2026-10-07
Listing for:
Stifel Financial Corp.
Full Time
position Listed on 2026-10-07
Job specializations:
-
Finance & Banking
Financial Analyst, Wealth Management
Job Description & How to Apply Below
A financial services firm in St. Louis is seeking a Senior Estate & Tax Associate to support their Wealth Planning Department. The role involves analyzing clients' estate plans, researching tax-related issues, and preparing marketing materials. The ideal candidate should have at least 5 years of relevant experience and a Bachelor's degree. A strong understanding of estate and tax planning concepts is essential.
This full-time position offers a collaborative environment with a comprehensive benefits package.
As a Senior Estate & Tax Planning Strategist, you will play an important part at Stifel Financial Corp. in St. Louis, MO, United States. Join us at Stifel Financial Corp. as our next Senior Estate & Tax Planning Strategist in St. Louis, MO, United States. We are currently recruiting a Senior Estate & Tax Planning Strategist for our team in St.
Louis, MO, United States.
Position Requirements
10+ Years
work experience
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