Associate Head of Planning

Saved job description

Why Stifel

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 Doing

The 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.

What You'll Bring

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.

Education & Experience

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.

Licenses & Credentials

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®).

Systems & Technology

Proficient in Microsoft Office Suite.

Proficient with financial planning software and portfolio reporting tools.

Compensation Range

Salary: USD $104,500.00/Yr. - USD $160,000.00/Yr. Actual salaries may vary, and may be based on several factors, including but not limited to each candidate’s qualifications, skills, and overall competencies for the position. The base salary is one component of Stifel’s overall compensation package for each individual employee. Other benefits and offerings include, but not limited to, discretionary bonuses, health / dental / vision / prescription insurance offerings, Stifel Total Health Connect, flexible spending accounts, tuition & certification assistance programs, paid time off, and much, much more! To view a more comprehensive list of Stifel’s current offerings, please visit http[local path removed]

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.