Financial Planning Specialist: Client Plans & MoneyGuide
Stifel
Stifel is seeking a Financial Planning Specialist to collaborate with Financial Advisors, assemble and explain financial plans, and support branches using MoneyGuide. The role involves training associates, gathering information for Wealth Planning Questionnaires, and presenting plans to clients and prospects via Zoom or conference calls. The candidate will bring solid securities industry knowledge, financial planning expertise, and strong math skills, with experience in Excel, PowerPoint, and #J-18808-Ljbffr Stifel
Vacancy posted 3 days ago
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