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Stifel Financial Corp.

Associate Head of Planning

16 Days AgoSaved
In-Office
Sherman Oaks, AL, USA
105K-160K Annually
Senior level
105K-160K Annually
Senior level
Fintech
Develops advanced financial plans for high-net-worth clients, including estate and wealth transfer strategies, liquidity-event modeling, tax mitigation, retirement planning, risk management, and life insurance solutions. Collaborates with attorneys, CPAs, and investment bankers while supporting complex founder liquidity initiatives and monitoring clients’ long-term financial progress.
Top Skills: Financial Planning SoftwareMicrosoft Office SuitePortfolio Reporting Tools
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