Role Overview
The Financial Planning Specialist works with Financial Advisors to gather data and prepare financial plans for clients and prospects. This position may review and present completed financial plans to clients and prospects. The Financial Planning Specialist assists branch offices using MoneyGuide.
What You Will Do
The Financial Planning Specialist will create financial plans, review and explain plans to clients, provide support and training to branches, and develop business opportunity identification skills.
Why It Might Be a Fit
The ideal candidate will have a thorough understanding of the securities industry, detailed knowledge of financial planning services, and strong mathematical skills.
Requirements
- FINRA Series 7 and 66 (or 63 and 65 instead of 66)
- Life, Health, and Long-Term Care Insurance Licenses (or ability to obtain within 30-45 days of hire)
- Certified Financial Planner (CFP) is preferred
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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