Wealth Planning Specialist - Guide Expert
Job in
St. Louis, Saint Louis, St. Louis city, Missouri, 63105, USA
Listed on 2026-01-12
Listing for:
Stifel Financial
Full Time
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Financial Analyst, Financial Services
Job Description & How to Apply Below
Location: St. Louis
A leading financial services company based in St. Louis is looking for a Financial Planning Specialist to prepare and present financial plans, train new associates, and support Financial Advisors. Candidates should possess a strong understanding of the securities industry, financial planning services, and relevant licenses.
This role offers an entrepreneurial environment along with comprehensive benefits including health and wellness coverage.
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