Senior Financial Planning Associate

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

• 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.
• Works independently to enter data needed to create financial plans.
• Provides detailed explanation of completed financial plans to Financial Advisors.
• Assists Financial Advisors with information gathering while providing knowledge of the Wealth Planning questionnaire.
• Coordinates data gathering calls with Financial Advisors and their clients to gather client data.
• 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.
• Develop spreadsheets, PowerPoint presentations and other project items as necessary.
• Determines causes of errors and decides what to do about it. Considers the relative costs and benefits of potential actions and chooses the most appropriate one.
• Trains new Financial Planning Associates on use of MoneyGuidePro and how to properly create basic financial plans while ensuring the department Policies & Procedures are learned and followed.
• Combines pieces of information to form general rules or conclusions and applies general rules to specific problems to produce answers that make sense.

• Moderate understanding of the securities industry in general and various securities products.
• General understanding of financial planning products and techniques.
• Strong and reliable mathematical skills.
• Strong interpersonal skills.
• Ability to collaborate effectively and work cross functionally with other team members
• Communicates well in both written and verbal form; able to organize subject matter and data well and present/explain it clearly so that others understand complex issues.
• Strong time management and project management skills
• Attention to detail and high level of integrity
• Analytical problem solver who is generally able to tell when something is wrong or is likely to go wrong. Uses logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.

• Minimum Required: Bachelor's Degree in related field or equivalent work related experience.
• Minimum Required: 3-5 years' securities industry or related experience with 1+ year of financial planning experience

• Proficient in the use of Microsoft Excel, Word, PowerPoint and Outlook
• Experience with financial planning software.

Stifel is more than 130 years old and still thinking like a start-up.  We are a global wealth management and investment banking firm serious about innovation and fresh ideas.  Built on a simple premise of safeguarding our clients’ money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.

While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations.  Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.  Let’s talk about how you can find your place here at Stifel, where success meets success.

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.