Financial Planning Associate

Stifel•Saint Louis, MO

About The Position

Under close supervision, the Financial Planning Associate works with Financial Advisors to gather applicable information and prepare simple to moderately complex financial plans for clients and prospective clients. The role may also help branch offices use MoneyGuide, Stifel’s online financial planning platform. The associate creates plans using MoneyGuide, coordinates with Financial Planning Specialists and advisors, explains completed plans, and supports branches with platform guidance and best practices. The position also involves preparing spreadsheets and presentations, learning relevant department and firm policies and industry regulations, and working independently to meet plan-preparation deadlines.

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 securities products.
General understanding of financial planning products and techniques.
Solid and reliable mathematical skills.
Developed interpersonal skills, including the ability to work as part of a team and independently, and to converse professionally with Financial Advisors and other personnel about financial planning.
Strong written and verbal communication skills, including the ability to organize and clearly explain subject matter and complex issues.
Solid organizational skills and ability to prioritize tasks to meet deadlines.
Attention to detail and proofreading skills.
Analytical problem-solving ability, including using logic and reasoning to evaluate alternatives and identify potential problems.
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 their team members.
Communicate with Financial Advisors to obtain information needed to prepare financial plans.
Create financial plans ranging from basic analysis to comprehensive plans, generally at a simple to moderate level, 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 gathering information and provide knowledge of Wealth Planning Questionnaires.
Support branches in using MoneyGuide properly and applying best practices.
Work independently to complete activities and meet plan-preparation deadlines.
Develop spreadsheets, PowerPoint presentations, and other project items as needed.
Establish knowledge of department and firm policies and procedures and industry regulations related to financial planning.
Perform other related duties as assigned.