Capital Roles

Stifel

Financial Planning Associate

St. Louis, MO · Investment Products & Services · Posted Nov 6, 2026

Excerpt from Stifel's posting

Under close supervision, works with the Financial Advisors to gather all applicable data and prepare simple to moderate financial plans for clients and prospective clients. May assist branch offices in the use of MoneyGuide (Stifel’s online Financial Planning platform).

Read the full description on Stifel's site (opens in a new tab)

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