Stifel Financial Corp. · 1 month ago
Financial Planning Associate
US-MO-Saint Louis
Full-time
Onsite
New Grad, Entry Level
0+ years expStifel Financial Corp. is a global wealth management and investment banking firm that has been operational for over 130 years. The Financial Planning Associate will work closely with Financial Advisors to gather data and prepare financial plans, providing support and knowledge on financial planning practices.
BankingFinanceFinancial Services
Responsibilities
Responds to in-bound calls from Financial Advisor and members of their team
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 MoneyGuide 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 and emails 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(s)
Provides support to branches on how to properly use MoneyGuide as well as best practices
Works independently to accomplish all activities required to meet plan preparation deadlines
Develop spreadsheets, PowerPoint presentations and other project items as necessary
Establishes knowledge of department and firm policies/procedures and industry regulations related to financial planning business
Combines pieces of information to form general rules or conclusions and applies general rules to specific problems to produce answers that make sense
Performs other related duties as assigned
Qualification
Required
Business Degree in related field or equivalent work related experience
0-2 years securities industry or related experience
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
Developed interpersonal skills
Communicates well in both written and verbal form
Solid organizational skills with the ability to prioritize tasks
Attention to detail and proofreading skills
Analytical problem solver
High level of integrity
Courteous and efficient telephone skills
Proficient in the use of Microsoft Excel, Word, PowerPoint and Outlook
Preferred
Experience with financial planning software
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