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Financial Planning Associate

Description

SUMMARY

The Financial Planning Associate works with the Financial Advisors to gather all applicable data and prepare simple to moderate financial plans for clients and prospective clients. This position may assist branch offices in the use of MoneyGuidePro (Stifel's online Financial Planning platform).

ESSENTIAL DUTIES AND RESPONSIBILITIES

  • Communicates with Financial Advisors to obtain all necessary information for financial plan preparation.
  • Creates various levels of financial plans ranging from basic analysis to comprehensive plans using the MoneyGuidePro financial planning software.
  • Complexity of plans generally ranges from the simple to moderate level.
  • Works with Financial Planning Specialists to enter data needed to create financial plans.
  • Mails completed financial plans to branch offices.
  • Provides detailed explanation of completed financial plans to Financial Advisors.
  • Assists Financial Advisors with information gathering while providing knowledge of the Wealth Planning questionnaire.
  • Provides support to branches on how to properly use MoneyGuidePro as well as best practices.
  • Responds to in-bound Financial Advisor and Sales Assistant phone calls.
  • Works independently to accomplish all activities required to meet plan preparation deadlines.
  • May develop spreadsheets, PowerPoint presentations and other project items as necessary.
  • Serves as back-up on logging financial plans received.
  • May assist with filing plans and file maintenance of financial plans.

QUALIFICATIONS

  • Business Degree in related field or equivalent work related experience required.
  • 1-3 years securities industry or related experience required.
  • Basic understanding of the securities industry in general and various securities products.
  • General understanding of financial planning products and techniques.
  • Solid and reliable mathematical skills.
  • Developing knowledge of department and Firm policies/procedures and industry regulations related to financial planning business.
  • Able to converse with and professionally converse with Financial Advisors and other personnel concerning financial planning subjects.

About Stifel

Established in 1890, Stifel is one of the nation's leading full-service wealth management and investment banking firms. Stifel serves clients from more than 400 offices across the United States and ranks as the nation's seventh largest full-service investment firm in terms of number of financial advisors. We are also a leading provider of investment banking services to the middle market, a top-ten municipal bond underwriter, and home to one of the industry's largest research franchises. In addition our Stifel Bank subsidiary provides a comprehensive range of banking services.

At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.

Stifel is an Equal Opportunity Employer.






Category

Personal Financial Advisors


Experience

1 to 3 years


Job type

Full time

Company
Stifel
Posted
09/01/2021
Salary Range
$40,000.00 - 75,000.00
per Year
Salary range estimated by
Location
Saint Louis, MO 63101, US