Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole.
Let’s talk about how you can find your place here at Stifel, where success meets success.
What You'll Be DoingThe Associate Head of Planning develops and implements comprehensive financial plans and strategies tailored to clients' goals and needs. This role provides investment advice, retirement planning, risk management, and tax optimization services. This position collaborates with clients to assess financial situations, set objectives, and monitor progress to ensure long-term financial security and growth.
What We're Looking For- Lead advanced financial planning engagements.
- Design estate and wealth transfer strategies.
- Model liquidity-event outcomes.
- Integrate life insurance solutions into tax and estate frameworks.
- Collaborate with attorneys, CPAs, and investment bankers.
- Support complex founder liquidity planning initiatives.
- Strong knowledge of advanced estate planning techniques.
- Solid understanding of irrevocable trusts, estate freezes, gifting strategies, and tax mitigation structures.
- Working knowledge of permanent life insurance products (i.e., whole life, universal life, ILIT design, premium financing concepts).
- Ability to apply structural thinking.
- Ability to be precise and possess high attention to detail.
- Ability to translate complex ideas and processes into clear, understandable language.
- Demonstrate high professionalism and intellectual rigor.
- Demonstrate a collaborative mindset.
- Minimum Required: Bachelor's degree in Business or a related field, or equivalent experience.
- Minimum Required: 5+ years of experience in high-net-worth planning.
- Preferred: Experience designing and modeling insurance solutions as part of broader planning architecture.
- Minimum Required: Series 7 and 66 (or 63 and 65 in lieu of 66).
- Minimum Required: Life, Health, and Long-Term Care Insurance Licenses.
- Minimum Required: Certified Financial Planner (CFP®).
- Proficient in Microsoft Office Suite.
- Proficient with financial planning software and portfolio reporting tools.
Stifel is more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients’ money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.
While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let’s talk about how you can find your place here at Stifel, where success meets success.
At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.
Stifel is an Equal Opportunity Employer.
Skills Required
- Bachelor's degree in Business or a related field, or equivalent experience
- 5+ years of experience in high-net-worth planning
- Series 7 and 66 licenses, or Series 63 and 65 in lieu of Series 66
- Life, Health, and Long-Term Care Insurance licenses
- Certified Financial Planner certification
- Experience designing and modeling insurance solutions as part of broader planning architecture
- Strong knowledge of advanced estate planning techniques
- Understanding of irrevocable trusts, estate freezes, gifting strategies, and tax mitigation structures
- Working knowledge of permanent life insurance products, ILIT design, and premium financing concepts
- Proficiency with Microsoft Office Suite
- Proficiency with financial planning software and portfolio reporting tools
Stifel Financial Corp. Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Stifel Financial Corp. and has not been reviewed or approved by Stifel Financial Corp..
-
Strong & Reliable Incentives — Compensation is positioned as highly attractive for financial advisors, with emphasis on meaningful earning upside tied to production. Recognition for advisor satisfaction indicates that incentive mechanics can be a differentiator in producer roles.
-
Flexible Benefits — The benefits program is broad and multi-option, spanning multiple health plan choices, FSAs/HSAs, and a wide set of voluntary insurance add-ons. This menu-style design supports tailoring coverage to different life stages and needs.
-
Parental & Family Support — Family-oriented benefits are extensive, including parental leave, adoption assistance, fertility and family-building support, and back-up childcare and elder care. These offerings signal a comparatively strong support system for caregiving and family planning.
Stifel Financial Corp. Insights
What We Do
Established in 1890, Stifel, Nicolaus & Company, Incorporated is one of the nation’s premier full-service financial services firms, providing brokerage, trading, investment banking, investment advisory, and related services to individual investors, professional money managers, businesses, and municipalities through more than 400 locations across the U.S. Stifel ranks as the 7th largest brokerage firm in the country as measured by number of financial advisors, with approximately 2,300, and features a highly regarded equity research department that has earned numerous accolades from such publications as The Wall Street Journal, Forbes, and the Financial Times. In 2023 and 2024, Stifel was recognized as the No. 1 wealth management firm for employee advisor satisfaction, based on the J.D. Power U.S. Financial Advisor Satisfaction Study*. Stifel is the principal subsidiary of Stifel Financial Corp. (NYSE: SF), a financial services holding company headquartered in St. Louis, Missouri. Stifel Financial Corp.'s other subsidiaries include Stifel Independent Advisors, LLC, an independent contractor broker-dealer firm; Stifel Nicolaus Europe Limited, the Company’s European subsidiary; Stifel Nicolaus Canada, Inc., our Canadian subsidiary; Stifel Bank and Trust and Stifel Bank, retail and commercial banks; and Stifel Trust Company, N.A. and Stifel Trust Company Delaware, N.A, our trust companies. *Stifel received the highest score among employee advisors in the J.D. Power 2023-2024 U.S. Financial Advisor Satisfaction Studies, which measures employee advisors’ satisfaction among those who are employed by an investment services firm. Visit jdpower.com/awards for more details.
