Financial Planning Associate — Guide Specialist in Training
Job in
St. Louis, Saint Louis, St. Louis city, Missouri, 63105, USA
Listed on 2026-01-12
Listing for:
Stifel Financial
Apprenticeship/Internship
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Analyst, Financial Advisor
Job Description & How to Apply Below
Location: St. Louis
A global wealth management firm in St. Louis seeks a Financial Planning Assistant to support Financial Advisors in preparing financial plans for clients. The candidate should possess a business degree or equivalent experience with an understanding of financial planning products. Effective communication skills and attention to detail are essential. This position involves using financial planning software and interacting directly with Financial Advisors to facilitate the planning process.
Benefits include health care, 401k, and paid time off.
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Position Requirements
10+ Years
work experience
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