Role Overview
Works with Financial Advisors to gather data and prepare financial plans for clients, under close supervision. May assist branch offices in using MoneyGuide financial planning software.
What You Will Do
Creates financial plans, communicates with Financial Advisors, and provides detailed explanations of completed plans.
Why It Might Be a Fit
Responds to in-bound calls, communicates with Financial Advisors, and provides support to branches on using MoneyGuide.
Requirements
- Basic understanding of the securities industry
- General understanding of financial planning products and techniques
- Solid and reliable mathematical skills
- Developed interpersonal skills
- Ability to interact and function as a member of a team
- Ability to work independently on tasks or projects
- Ability to professionally converse with Financial Advisors and other personnel
- Solid organizational skills
- Attention to detail and proofreading skills
- Analytical problem solver
- High level of integrity
- Courteous and efficient telephone skills
Benefits
- Health, dental and vision care
- 401k
- Wellness initiatives
- Life insurance
- Paid time off
To apply for this job please visit careers-stifel.icims.com.
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