Stifel Financial Corp. · 1 day ago
Wealth Strategist I
St Louis, MO
Full-time
Hybrid
Mid Level
3+ years expStifel Financial Corp. is a global wealth management and investment banking firm committed to innovation and client success. The Wealth Strategist I serves as a resource for Financial Advisors, providing estate and tax planning consultation and support for various client wealth profiles.
BankingFinanceFinancial Services
Responsibilities
Drafting and presenting detailed analyses of individual clients' estate plan and/or income tax situation by phone or in person
Consulting by phone, via email, and in person with Stifel FAs and their individual clients
Consulting with clients' outside counsel and/or tax advisors to coordinate appropriate solutions for clients
Generating and maintaining client-facing and advisor-facing educational materials
Developing and presenting educational seminars for clients and internal training seminars for Stifel FAs
Educating FAs and clients with respect to relevant topics
Traveling as necessary (up to 25%)
Qualification
Required
Ability to analyze and simplify complicated estate and tax planning situations to provide high quality solutions for clients of varying wealth profiles
Ability to explain estate and tax planning concepts in a manner that can be easily understood by clients
Strong analytical skills
Minimum Required: Bachelor's degree in business, finance, or related field or equivalent work related experience
Minimum Required: Juris Doctor or Certified Public Accountant
Minimum Required: 3-5 years of estate and/or tax planning experience
Minimum Required: Series 7 and 66 (or 7, 63, and 65) required within first 6 months of employment
Minimum Required: Life, Health, and Long-Term Care Insurance Licenses required within first 6 months of employment
BNA Estate & Gift Tax Planner
BNA Income Tax Planner
MoneyGuidePro
WebEx
Microsoft Office
Adobe Acrobat
Benefits
Health, dental and vision care
401k
Wellness initiatives
Life insurance
Paid time off
Company
Stifel Financial Corp.
Established in 1890, Stifel, Nicolaus & Company, Incorporated is one of the nation’s premier full-service financial services firms, providing brokerage, trading, investment banking, investment advisory, and related services to individual investors, professional money managers, businesses, and municipalities through more than 400 locations across the U.S.
5001-10000 employees
H1B Sponsorship
Stifel Financial Corp. has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (16)
2024 (4)
2023 (5)
2022 (5)
2021 (6)
2020 (5)
Funding
Current Stage
Public CompanyTotal Funding
unknown1993-01-08IPO
Leadership Team
Ronald Kruszewski
Chairman and CEO
Anne Perlman
Managing Director, Investment Banking - Stifel
Recent News
2025-11-11
2025-11-11
2025-11-11
Company data provided by crunchbase