Guide Financial Planning Specialist
Job in
St. Louis, Saint Louis, St. Louis city, Missouri, 63105, USA
Listed on 2026-01-29
Listing for:
Stifel
Full Time
position Listed on 2026-01-29
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Analyst, Corporate Finance
Job Description & How to Apply Below
Location: St. Louis
A global wealth management firm located in St. Louis seeks a motivated Financial Planning Specialist to support Financial Advisors in the preparation and presentation of financial plans. The ideal candidate will have a business degree and at least 3 years of experience in the securities industry, including 1 year of financial planning experience. Proficiency in financial planning software, strong mathematical skills, and a thorough understanding of the securities industry are essential.
This role offers a comprehensive benefits package, including health and wellness initiatives, along with the opportunity for career growth.
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