Hiring: Senior Financial Planner Company: Stifel Financial Corp. Location: Birmingham, AL Job Posted Time: 2026-09-16 13:35:42 Target Skills & Keywords : CFA, CFP, Financial Planning, Microsoft Excel, Microsoft PowerPoint, Risk Management, Salesforce About the job Experience: •Minimum Required: 5+ years of related experience working with high-net-worth individuals and families. •Preferred: Relevant industry designation, CPA preferred, CFP, and/or CFA. •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. Prefer candidates with experience with Addepar, BlackRock, or similar financial software used in a family office setting. Qualifications: •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. •Preferred: Advanced degree. •Minimum Required: Series 65 license (or waiver). Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!