Stifel Financial Corp. · 1 week ago
Financial Planning Specialist
St Louis, MO
Full-time
Hybrid
Mid Level
3+ years expStifel Financial Corp. is a global wealth management and investment banking firm that has been around for over 130 years. The Financial Planning Specialist works with Financial Advisors to prepare and explain financial plans to clients, providing support and training on financial planning processes and tools.
BankingFinanceFinancial Services
Responsibilities
Responds to inbound phone calls from Financial Advisors and members of their team
Communicate with Financial Advisors (and possibly clients) to obtain all necessary information for financial plan preparation while also providing in-depth knowledge of the Wealth Planning Questionnaire(s) and the department's services
Creates various levels of financial plans ranging from fundamental analysis to complex, comprehensive plans using the MoneyGuide financial planning software
Reviews and explains in detail the completed financial plans to Financial Advisors
Provides branches with support and training (via in-person, Zoom, or conference call) on MoneyGuide and financial planning best practices
Trains new Financial Planning Associates on using MoneyGuide and creating basic financial plans properly while ensuring they learn and follow department policies and procedures
Develops business opportunity identification skills and conveys any opportunities for increasing client usage to the Financial Advisor
May conduct information-gathering calls with Financial Advisors and their clients via Zoom or conference call to obtain critical information regarding the Wealth Planning Questionnaire(s)
May assist with or present entirely completed financial plans to clients and prospects with Financial Advisors via Zoom or conference call
May conduct pre-reviews or final reviews of financial plans created by associates in the department
May spot-check a random sampling of financial plans created by Financial Advisors
May develop spreadsheets, PowerPoint presentations, newsletter articles and other project items as necessary
Qualification
Required
Thorough understanding of the securities industry in general and various securities products
Detailed knowledge of financial planning services and techniques
Strong and reliable mathematical skills and attention to detail
Sound understanding of the financial planning process, department and firm policies/procedures, and industry regulations related to financial planning business
Minimum Required: Business Degree in a related field or equivalent work-related experience
Minimum Required: 3+ years of securities industry experience with 1+ years of financial planning experience
Minimum Required: FINRA Series 7 and 66 (or 63 and 65 instead of 66)
Minimum Required: Life, Health, and Long-Term Care Insurance Licenses (or ability to obtain within 30-45 days of hire)
Proficient in Microsoft Excel, Word, PowerPoint, and Outlook
Preferred
Certified Financial Planner (CFP®) is preferred
Experience with MoneyGuide is preferred
Experience with Zoom
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