Financial Planning Associate - Build Client Plans

Posted today

stifel financialKansas City (MO)

Personal Financial AdvisorsPortfolio Management and Investment Advice

SENIORITY

Junior

About the role

Stifel Financial Corp. is seeking an entry-level Financial Planning Support role to assist Financial Advisors in gathering data and preparing simple to moderate financial plans for clients and prospective clients using MoneyGuide. You will work with branch offices, deliver completed plans by mail and email, and explain plans to Advisors. The role emphasizes data organization, planning support, and collaboration with Planning Specialists. #J-18808-Ljbffr

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.