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Wealth Strategist II- Estate Planning & Tax Planning at Stifel Financial Corp in Saint Louis, MO



$80K — $100K *


Construction & Real Estate


8 - 10 years

Job Description

Job Details



The Wealth Strategist II is a subject matter expert and resource for Financial Advisors (“FA”) on issues affecting clients of varying wealth profiles. The Wealth Strategist provides expert estate and tax planning knowledge and consultation in addition to serving as the primary external sales and marketing support for Estate & Tax Planning Services, part of Stifel’s Wealth Planning Department. Estate & Tax Planning Services covers topics such as simple and complex financial planning, estate planning, tax planning, charitable planning, business continuation and succession planning, and personal trust planning. Specific issues covered include strategies for concentrated positions, equity-based compensation, asset protection, multi-generational wealth transfer, federal and state death tax minimization, wealth replacement, gifting, key-person insurance, qualified plans, and non-qualified deferred compensation.

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Valid through: 8/17/2020

About Stifel Financial Corp

Stifel Financial Corp. is a financial services holding company created in July 1983 and listed on the New York Stock Exchange on November 24, 1986. Its predecessor company was founded in 1890 as the Altheimer and Rawlings Investment Company and is headquartered in downtown St. Louis, Missouri.
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* Ladders Estimates