What You'll Bring
Extensive experience in financial planning, estate planning, and tax matters.• Proficiency with financial planning software such as Money Guide Pro and eMoney.• Strong familiarity with the markets as well as generational and financial planning issues.• Demonstrate consistently strong commitment at the team level, department level and Firm Level.• Experienced Sole Contributor as well as a team player.• Comprehensive knowledge of wealth management industry products and services.• Ability to distill financial planning and investment strategies into an effective client presentation.• Ability to counsel clients on personal and planning-related issues. • Able to establish and maintain client trust. • Proven commitment to ethics and client confidentiality.
Education & Experience
Bachelor's degree and advanced degree (MBA, JD, MS in Finance, etc.) • 3+ years of related experience working as a financial planner, with high-net-worth individuals and families. #LI-JK1
Licenses & Credentials
Preferred - CFP
Systems & Technology
Proficient in Microsoft Excel, Word, PowerPoint, Outlook, CRM systems, and financial planning software and tools such as Money Guide Pro and eMoney. #LI-JK1
Compensation Range
Salary: USD $130,000.00/Yr. - USD $170,000.00/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 https://www.stifel.com/careers/benefits. Applications are accepted until the position is filled.
About Stifel
1919 Investment Counsel, a wholly owned subsidiary of Stifel Financial Corporation, provides investment management and financial planning services to wealthy individuals, families, trusts, foundations, and institutions. 1919 Investment Counsel manages more than $24 billion of client assets and has offices in Baltimore, Birmingham, Cincinnati, New York, San Francisco, Philadelphia and Vero Beach. 1919 Investment Counsel has a team of portfolio managers, research analysts and client service professionals that work together to construct investment portfolios that are tailored to each client’s specific needs and objectives and to deliver tailored solutions that preserve, build and manage wealth for 1919 Investment Counsel’s clients. The firm primarily serves high net worth clients which often require complex financial planning and advice as well as exceptional client service.
1919 Investment Counsel is an Equal Opportunity Employer.
