Jobs in the United States

25+ jobs

Save this search

Added just now
CO
Emergency Management Specialist
City of Lubbock
Lubbock, TX
- $25.1 USD / hour
Develops and maintains the Emergency Operations Plan (EOP) for response to natural or man-made disasters;
Added 20 mins ago
OH
Building Products Merchandiser
Orepac Holding Company
Idaho Falls, ID · Pocatello, ID
- $22 USD / hour
Added 21 mins ago
Simulation Technician I
V2X
Columbus, GA
Associate degree and 1+ years of relevant experience, OR
Added 22 mins ago
PR
Kitchen Team (P1-1377531-2)
Panda Restaurant Group
Reedley, CA
- $21.5 to $24.5 USD / hour
Follows Operations Standards and Safety Procedure to serve fresh and quality food
Added 22 mins ago
PR
Kitchen Team (P1-1352416-8)
Panda Restaurant Group
Fresno, CA
- $21.5 to $24.5 USD / hour
Follows Operations Standards and Safety Procedure to serve fresh and quality food
Added 22 mins ago
PR
Kitchen Team (P1-1352304-8)
Panda Restaurant Group
Niles, IL
- $17.4 to $20.4 USD / hour
Follows Operations Standards and Safety Procedure to serve fresh and quality food
Added 22 mins ago
Kitchen Team (P1-1350816-3)
Panda Restaurant Group
North Saint Paul, MN
Follows Operations Standards and Safety Procedure to serve fresh and quality food
Added 22 mins ago
PR
Service Team (P1-1377383-2)
Panda Restaurant Group
Reedley, CA
- $20.5 to $23.5 USD / hour
Follows Operations Standards and Safety Procedure to serve fresh and quality food
Added 22 mins ago
PR
Service Team (P1-1374874-9)
Panda Restaurant Group
Denver, CO
- $19.8 to $22.8 USD / hour
Follows Operations Standards and Safety Procedure to serve fresh and quality food
Added 22 mins ago
Cook (P1-1383302-2)
Panda Restaurant Group
North Saint Paul, MN
Prefer some Operations experience Food Safety:
Added 22 mins ago
Shift Leader (P1-1360187-2)
Panda Restaurant Group
North Saint Paul, MN
Gain valuable skills managing store operations and leading the team during the shift.
Added 22 mins ago
Service Team (P1-1349258-19)
Panda Restaurant Group
Katy, TX
Follows Operations Standards and Safety Procedure to serve fresh and quality food
Added 22 mins ago
Service Team (P1-1348745-3)
Panda Restaurant Group
North Saint Paul, MN
Follows Operations Standards and Safety Procedure to serve fresh and quality food
Added 25 mins ago
NP
Sales Lead, Annapolis Mall
N23 Premium Brands Opco LLC
Store 1701-Annapolis Mall-ANN-Annapolis, MD
- $16 to $20 USD / hour
…have a direct impact on both the customer experience and the associate experience. You'll collaborate with the Store Manager to become an expert on store functions, so you are ready to step…
Added 28 mins ago
G
Manufacturing Engineer
GPAC
Gainesville, GA
- $80,000 to $100,000 USD / year
We are seeking a motivated Manufacturing Engineer to support site operations and drive continuous improvement initiatives within a manufacturing environment. This individual will work…
Added 28 mins ago
G
Manufacturing Engineer
GPAC
Torrington, CT
- $80,000 to $100,000 USD / year
We are seeking a motivated Manufacturing Engineer to support site operations and drive continuous improvement initiatives within a manufacturing environment. This individual will work…
Added 29 mins ago
G
Manufacturing Manager
GPAC
Westford, MA
- $100,000 to $125,000 USD / year
We are seeking a motivated Manufacturing Engineer Manager to support site operations and drive continuous improvement initiatives within a manufacturing environment. This individual will…
Added 30 mins ago
G
Manufacturing Engineer
GPAC
Rochester, NY
- $80,000 to $100,000 USD / year
We are seeking a motivated Manufacturing Engineer to support site operations and drive continuous improvement initiatives within a manufacturing environment. This individual will work…
Added 37 mins ago
PV
Veterinary Technician Supervisor - Neurology
Pieper Veterinary
Middletown, CT
- $26.5 to $36 USD / hour
Coordinate workflow and daily service operations
Added 46 mins ago
Technician, Senior - Engineering & Physical Sciences Deans Office
University of Wyoming and Subdivisions
Laramie, WY
Added 46 mins ago
Associate AD, Marketing, Fan Experience & Engagement - Marketing & Branding
University of Wyoming and Subdivisions
Laramie, WY
Added 46 mins ago
Office Associate, Senior - History
University of Wyoming and Subdivisions
Laramie, WY
Added 49 mins ago
CO
Stormwater Technician I
City of Arlington, Washington
Arlington, WA
- $32.67 to $42.62 USD / hour
This is a semi-skilled technical position responsible for assisting with day-to-day operations of the City's Stormwater Utility, with an emphasis on implementation of the NPDES Phase II…
Added 54 mins ago
T
Configuration Technician
TEKsystems
Fairview Park, OH
- $16 to $17 USD / hour
The Configuration Center Technician Associate will consistently follow documented processes to maintain a high degree of quality in work product and customer satisfaction. All assigned work…
Added 54 mins ago
TD
Geospatial Analyst
The Davey Tree Expert Company
Richfield, OH
- $28 to $35 USD / hour
The NISC MapWise Specialist supports field operations by managing, maintaining, and updating GIS mapping data for overhead and underground electrical utility systems. This role involves…

Stifel

Financial Planning Associate

Saint Louis, MO, United States

Apply About employer

Applications open in a new tab.

Job details

Apply by: Nov 6, 2027
Experience: Minimum Required: Business Degree in a related field or equivalent work-related experience.• Minimum Required: 0-2 years securities industry or related experience
Posting language: English
Posted: Nov 6, 2026

Original job description

What You'll Be Doing

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).

What We're Looking For

Responds to in-bound calls from Financial Advisor and members of their team.• Communicates with Financial Advisors to obtain all necessary information for financial plan preparation.• Creates various levels of financial plans ranging from basic analysis to comprehensive plans using the MoneyGuide financial planning software. Complexity of plans generally ranges from the simple to moderate level.• Works with Financial Planning Specialists to enter data needed to create financial plans.• Mails and emails completed financial plans to branch offices.• Provides detailed explanation of completed financial plans to Financial Advisors.• Assists Financial Advisors with information gathering while providing knowledge of the Wealth Planning Questionnaire(s).• Provides support to branches on how to properly use MoneyGuide as well as best practices.• Works independently to accomplish all activities required to meet plan preparation deadlines.• Develop spreadsheets, PowerPoint presentations and other project items as necessary.• Establishes knowledge of department and firm policies/procedures and industry regulations related to financial planning business.• Combines pieces of information to form general rules or conclusions and applies general rules to specific problems to produce answers that make sense.• Performs other related duties as assigned.

What You'll Bring

Basic understanding of the securities industry in general and various securities products.• General understanding of financial planning products and techniques.• Solid and reliable mathematical skills.• Developed interpersonal skills. Able to interact and function as a member of a team; equally able to work independently on tasks or projects. Able to professionally converse with Financial Advisors and other personnel concerning financial planning subjects.• Communicates well in both written and verbal form; able to organize subject matter and data well and present/explain it clearly so that others understand complex issues.• Solid organizational skills with the ability to prioritize tasks in order to meet deadlines in a timely manner.• Attention to detail and proofreading skills.• Analytical problem solver who is generally able to tell when something is wrong or is likely to go wrong. Uses logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.• High level of integrity.• Courteous and efficient telephone skills.

Education & Experience

Minimum Required: Business Degree in a related field or equivalent work-related experience.• Minimum Required: 0-2 years securities industry or related experience

Systems & Technology

Proficient in Microsoft Excel, Word, PowerPoint, and Outlook.• Experience with financial planning software

About Stifel

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.

Apply About employer

More about this job

Skills

Financial planning
Microsoft PowerPoint
Presentation skills
Securities
Interpersonal skills
Work independently
Organizational skills
Prioritization
Meet deadlines
Attention to detail
Editing
Microsoft Excel
Microsoft Word
Microsoft Outlook

Report this job