Financial Planning Associate

Stifel•St. Louis, MO

About The Position

Under close supervision, the Financial Planning Associate works with Financial Advisors to gather applicable information and prepare simple to moderate financial plans for clients and prospective clients. The associate may also assist branch offices with Stifel’s online financial planning platform, MoneyGuide. The role responds to requests from Financial Advisors and their teams, gathers information for plan preparation, creates plans using MoneyGuide, and provides completed plans and explanations to Financial Advisors. It also supports branch offices with MoneyGuide usage and best practices, helps meet plan preparation deadlines, and performs related administrative and project work.

Requirements

Business degree in a related field or equivalent work-related experience.
0–2 years of securities industry or related experience.
Basic understanding of the securities industry and various securities products.
General understanding of financial planning products and techniques.
Solid and reliable mathematical skills.
Developed interpersonal skills, with the ability to work as part of a team and independently and to converse professionally with Financial Advisors and other personnel about financial planning subjects.
Strong written and verbal communication skills, including the ability to organize and clearly explain complex subject matter and data.
Solid organizational skills and ability to prioritize work to meet deadlines.
Attention to detail and proofreading skills.
Analytical problem-solving skills, including the ability to use logic and reasoning to evaluate solutions, conclusions, and approaches.
High level of integrity.
Courteous and efficient telephone skills.
Proficiency in Microsoft Excel, Word, PowerPoint, and Outlook.

Nice To Haves

Experience with financial planning software.

Responsibilities

Respond to inbound calls from Financial Advisors and members of their teams.
Communicate with Financial Advisors to obtain information needed to prepare financial plans.
Create financial plans, ranging from basic analyses to comprehensive plans of simple to moderate complexity, using MoneyGuide.
Work with Financial Planning Specialists to enter data needed to create financial plans.
Mail and email completed financial plans to branch offices.
Provide Financial Advisors with detailed explanations of completed financial plans.
Assist Financial Advisors with information gathering and provide knowledge of Wealth Planning Questionnaires.
Support branches in using MoneyGuide properly and following best practices.
Work independently to complete activities needed to meet plan preparation deadlines.
Develop spreadsheets, PowerPoint presentations, and other project items as necessary.
Establish knowledge of department and firm policies and procedures and industry regulations related to financial planning.
Apply general rules to specific problems and use available information to reach sensible conclusions.
Perform other related duties as assigned.