Stifel Financial Corp. · 2 hours ago
Senior Financial Planner
Birmingham, AL
Full-time
Onsite
Senior Level
5+ years expStifel Financial Corp. is a leading investment management and financial planning service provider for wealthy individuals and organizations. The Senior Financial Planner will develop and implement tailored financial strategies, conduct financial modeling, and provide expert advice on investment opportunities and estate planning, while collaborating closely with clients to meet their financial objectives.
BankingFinanceFinancial Services
Responsibilities
Work closely with families of significant wealth and complexity to analyze and coordinate an array of investments and structures
Develop and implement comprehensive strategies responsive to clients' needs and goals
Conduct detailed financial modeling to forecast future financial scenarios and outcomes on matters including, but not limited to, tax, public and private investments, philanthropic giving, and estate planning
Provide expert advice on estate planning, including wills, trusts, legacy and inheritance strategies by actively listening and developing a deep understanding of clients’ motivations and needs
Offer guidance on tax planning and optimization to minimize clients' tax liabilities and structure of assets for estate planning
Work closely with 1919’s financial professionals as well as outside professionals to deliver integrated services to our clients
Analyze investment opportunities and recommend strategies to enhance clients' portfolios
Collaborate and build meaningful relationships with clients to understand their financial objectives and estate planning goals
Monitor and review clients' financial plans regularly to ensure they remain aligned with their goals
Stay updated on industry trends, regulations, and best practices to provide timely, informed advice
Qualification
Required
Extensive experience in financial planning, estate planning, and tax matters
Proficiency in financial modeling and analysis
Strong analytical skills with the ability to evaluate investment opportunities
Excellent communication and interpersonal skills
High level of integrity and professionalism
Minimum Required: Bachelor's degree in Finance or Business, or related field
Minimum Required: 5+ years of related experience working with high-net-worth individuals and families
Minimum Required: Series 65 license (or waiver)
Proficient in Microsoft Excel, Word, PowerPoint, and Outlook
Proficient in use of CRM system (i.e., Salesforce)
Strong knowledge of current financial planning software and tools and proficiency in their use
Preferred
Advanced degree (MBA, JD, MS in Finance, etc.)
Relevant industry designation, CPA preferred, CFP, and/or CFA
Prefer candidates with experience with Addepar, BlackRock, or similar financial software used in a family office setting
Company
Stifel Financial Corp.
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.
5001-10000 employees
H1B Sponsorship
Stifel Financial Corp. has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (14)
2024 (4)
2023 (5)
2022 (5)
2021 (6)
2020 (5)
Funding
Current Stage
Public CompanyTotal Funding
unknown1993-01-08IPO
Leadership Team
Ronald Kruszewski
Chairman and CEO
Anne Perlman
Managing Director, Investment Banking - Stifel
Recent News
2025-11-11
2025-11-11
2025-11-11
Company data provided by crunchbase