Wealth Strategist I

Draft detailed analyses of individual clients' estate and income tax situations by phone or in person. Consult with Stifel Financial Advisors, their clients, and outside counsel to coordinate solutions for concentrated positions, equity-based compensation, and multi-generational wealth transfer. Generate and present educational materials and seminars for clients and internal training sessions. Coordinate conference calls and in-person meetings to support Estate & Tax Planning Services. Travel up to 25% as necessary. Requires a Juris Doctor or CPA, Series 7/66 licenses, and 3-5 years of estate and tax planning experience.