Industry: Financial Planning Consultants,Financial Planners,Retirement Planning Services

Employment Type: Full Time

Work Hours: 8

Salary: $20 To $30/An Hour

Location:  United States

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Full Job Description

Join Stifel as a Financial Planning Consultant!

About Stifel:

Stifel is a leading wealth management and investment banking firm based in St. Louis, Missouri. We have a rich history dating back to 1890 and are committed to providing our clients with exceptional service and financial advice to help them achieve their financial goals.

Job Title: Financial Planning Consultant

Location: Various locations across the United States

Job Description:

As a Financial Planning Consultant at Stifel, you will play a crucial role in helping our clients plan for their financial futures. You will work closely with clients to understand their financial goals and develop customized financial plans to help them achieve those goals. You will provide personalized recommendations on investments, retirement planning, tax strategies, and more.

Key Responsibilities:

• Conduct in-depth financial analysis to understand client’s current financial situation
• Develop comprehensive financial plans tailored to each client’s unique goals and needs
• Provide ongoing financial advice and guidance to clients
• Monitor and review client portfolios to ensure they are aligned with their financial goals
• Stay up-to-date on industry trends and regulations

Qualifications:

• Bachelor’s degree in Finance, Business, or related field
• Certified Financial Planner (CFP) designation preferred
• Minimum of 3 years of experience in financial planning or wealth management
• Strong analytical and problem-solving skills
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team

Why Join Stifel:

At Stifel, we offer a dynamic and supportive work environment where employees are encouraged to grow and develop their skills. As a Financial Planning Consultant, you will have the opportunity to work with a diverse range of clients and make a meaningful impact on their financial well-being. We also offer competitive compensation and benefits package.

Apply Now:

If you are passionate about helping clients plan for their financial futures and meet the qualifications listed above, we invite you to apply for the Financial Planning Consultant position at Stifel. Click on the ‘Apply Now’ button on this page to submit your application.