Financial Planning Specialist — MoneyGuide & Client Plans
Stifel Financial Corp.
Stifel Financial Corp. is seeking a Financial Planning Specialist to work with Financial Advisors to prepare and explain comprehensive financial plans for clients and prospects. The role includes presenting plans, training staff on MoneyGuide, and supporting branches with planning best practices. The position requires a solid understanding of securities and financial planning, strong math skills, and knowledge of industry regulations. #J-18808-Ljbffr Stifel Financial Corp.
Vacancy posted 2 days ago
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Stifel Financial
Kansas City, MO1 day ago $64k - $80k
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