Planning Specialist Visa Sponsorship Jobs in Missouri
Planning specialist visa sponsorship jobs in Missouri are concentrated in St. Louis and Kansas City, where employers like Boeing, Cerner (Oracle Health), and major logistics firms regularly hire for supply chain and operations planning roles. Missouri's manufacturing base and healthcare sector create steady demand for international planning professionals across both metro areas.
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Get Access To All JobsINTRODUCTION
The Financial Planning Specialist works with Financial Advisors to gather all applicable data and prepare and explain financial plans to clients and prospects. This position may thoroughly review financial plans created by some department associates and present completed financial plans to clients and prospects. The Financial Planning Specialist assists branch offices using MoneyGuide (Stifel's online Financial Planning platform).
ROLE AND RESPONSIBILITIES
- Responds to inbound phone calls from Financial Advisors and members of their team.
- Communicate with Financial Advisors (and possibly clients) to obtain all necessary information for financial plan preparation while also providing in-depth knowledge of the Wealth Planning Questionnaire(s) and the department's services.
- Creates various levels of financial plans ranging from fundamental analysis to complex, comprehensive plans using the MoneyGuide financial planning software.
- Reviews and explains in detail the completed financial plans to Financial Advisors.
- Provides branches with support and training (via in-person, Zoom, or conference call) on MoneyGuide and financial planning best practices.
- Trains new Financial Planning Associates on using MoneyGuide and creating basic financial plans properly while ensuring they learn and follow department policies and procedures.
- Develops business opportunity identification skills and conveys any opportunities for increasing client usage to the Financial Advisor.
- May conduct information-gathering calls with Financial Advisors and their clients via Zoom or conference call to obtain critical information regarding the Wealth Planning Questionnaire(s).
- May assist with or present entirely completed financial plans to clients and prospects with Financial Advisors via Zoom or conference call.
- May conduct pre-reviews or final reviews of financial plans created by associates in the department.
- May spot-check a random sampling of financial plans created by Financial Advisors.
- May develop spreadsheets, PowerPoint presentations, newsletter articles and other project items as necessary.
BASIC QUALIFICATIONS
- Thorough understanding of the securities industry in general and various securities products.
- Detailed knowledge of financial planning services and techniques.
- Strong and reliable mathematical skills and attention to detail.
- Sound understanding of the financial planning process, department and firm policies/procedures, and industry regulations related to financial planning business.
EDUCATION & EXPERIENCE
- Minimum Required: Business Degree in a related field or equivalent work-related experience.
- Minimum Required: 3+ years of securities industry experience with 1+ years of financial planning experience.
LICENSES & CREDENTIALS
- Minimum Required: FINRA Series 7 and 66 (or 63 and 65 instead of 66).
- Minimum Required: Life, Health, and Long-Term Care Insurance Licenses (or ability to obtain within 30-45 days of hire).
- Certified Financial Planner (CFP®) is preferred.
SYSTEMS & TECHNOLOGY
- Proficient in Microsoft Excel, Word, PowerPoint, and Outlook.
- Experience with MoneyGuide is preferred.
- Experience with Zoom.
ABOUT STIFEL
Stifel is more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients’ money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.
While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let’s talk about how you can find your place here at Stifel, where success meets success.
At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.
Stifel is an Equal Opportunity Employer.
INTRODUCTION
The Financial Planning Specialist works with Financial Advisors to gather all applicable data and prepare and explain financial plans to clients and prospects. This position may thoroughly review financial plans created by some department associates and present completed financial plans to clients and prospects. The Financial Planning Specialist assists branch offices using MoneyGuide (Stifel's online Financial Planning platform).
ROLE AND RESPONSIBILITIES
- Responds to inbound phone calls from Financial Advisors and members of their team.
- Communicate with Financial Advisors (and possibly clients) to obtain all necessary information for financial plan preparation while also providing in-depth knowledge of the Wealth Planning Questionnaire(s) and the department's services.
- Creates various levels of financial plans ranging from fundamental analysis to complex, comprehensive plans using the MoneyGuide financial planning software.
- Reviews and explains in detail the completed financial plans to Financial Advisors.
- Provides branches with support and training (via in-person, Zoom, or conference call) on MoneyGuide and financial planning best practices.
- Trains new Financial Planning Associates on using MoneyGuide and creating basic financial plans properly while ensuring they learn and follow department policies and procedures.
- Develops business opportunity identification skills and conveys any opportunities for increasing client usage to the Financial Advisor.
- May conduct information-gathering calls with Financial Advisors and their clients via Zoom or conference call to obtain critical information regarding the Wealth Planning Questionnaire(s).
- May assist with or present entirely completed financial plans to clients and prospects with Financial Advisors via Zoom or conference call.
- May conduct pre-reviews or final reviews of financial plans created by associates in the department.
- May spot-check a random sampling of financial plans created by Financial Advisors.
- May develop spreadsheets, PowerPoint presentations, newsletter articles and other project items as necessary.
BASIC QUALIFICATIONS
- Thorough understanding of the securities industry in general and various securities products.
- Detailed knowledge of financial planning services and techniques.
- Strong and reliable mathematical skills and attention to detail.
- Sound understanding of the financial planning process, department and firm policies/procedures, and industry regulations related to financial planning business.
EDUCATION & EXPERIENCE
- Minimum Required: Business Degree in a related field or equivalent work-related experience.
- Minimum Required: 3+ years of securities industry experience with 1+ years of financial planning experience.
LICENSES & CREDENTIALS
- Minimum Required: FINRA Series 7 and 66 (or 63 and 65 instead of 66).
- Minimum Required: Life, Health, and Long-Term Care Insurance Licenses (or ability to obtain within 30-45 days of hire).
- Certified Financial Planner (CFP®) is preferred.
SYSTEMS & TECHNOLOGY
- Proficient in Microsoft Excel, Word, PowerPoint, and Outlook.
- Experience with MoneyGuide is preferred.
- Experience with Zoom.
ABOUT STIFEL
Stifel is more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients’ money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.
While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let’s talk about how you can find your place here at Stifel, where success meets success.
At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.
Stifel is an Equal Opportunity Employer.
Planning Specialist Job Roles in Missouri
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Search Planning Specialist Jobs in MissouriPlanning Specialist Jobs in Missouri: Frequently Asked Questions
Which companies in Missouri sponsor visas for planning specialists?
Boeing's St. Louis operations, Oracle Health (formerly Cerner) in Kansas City, and large logistics employers like XPO and Emerson Electric have documented histories of sponsoring work visas for planning and operations roles. Missouri's manufacturing corridor also includes defense contractors and consumer goods companies that file H-1B visa petitions for supply chain planning specialists. Reviewing OFLC labor condition application disclosure data shows which employers file most actively.
What visa types realistically fit planning specialist roles in Missouri?
Planning specialist roles that require a bachelor's degree in a directly related field such as supply chain management, industrial engineering, or operations management can qualify as specialty occupations under the H-1B visa. The H-1B is subject to an annual cap and selection process. Australian nationals may qualify for the E-3 visa, and Chilean and Singaporean nationals may qualify for the H-1B1 visa, both of which also require a specialty occupation. Employer-sponsored green cards through the EB-2 or EB-3 categories are available for longer-term permanent residence. F-1 students can work under OPT while pursuing sponsorship.
How to find planning specialist visa sponsorship jobs in Missouri?
Migrate Mate lists Missouri planning specialist roles specifically from employers with verified visa sponsorship history, covering both St. Louis and Kansas City metro areas. Searching by role and state on Migrate Mate surfaces companies that have actively filed labor condition applications for planning and operations positions, saving significant research time compared to filtering general job boards manually.
Which Missouri cities have the most planning specialist sponsorship jobs?
St. Louis leads in planning specialist sponsorship activity, driven by aerospace manufacturing, defense contracting, and a large healthcare network. Kansas City follows closely, with strong demand in logistics, supply chain operations, and financial services planning roles. Smaller hubs like Columbia and Springfield have fewer sponsoring employers but do see occasional openings through healthcare systems and regional manufacturers.
Are there state-specific factors that affect planning specialist sponsorship in Missouri?
Missouri's economy is heavily weighted toward aerospace, defense, and logistics, meaning planning specialist roles often sit within complex supply chains that value specialized degrees in operations or engineering. St. Louis is home to Washington University and Saint Louis University, which supply planning talent pipelines. Employers in Missouri's manufacturing sector tend to sponsor H-1B petitions for mid-to-senior planning roles more than entry-level positions, so candidates with two or more years of relevant experience typically find more sponsoring opportunities.
What is the prevailing wage for sponsored planning specialist jobs in Missouri?
U.S. employers sponsoring a visa must pay at least the prevailing wage, which is what workers in the same role, area, and experience level typically earn. The Department of Labor sets this rate to make sure companies aren't hiring foreign workers simply because they'd accept lower pay than a U.S. worker. It varies by job title, location, and experience. You can look up current prevailing wage rates for any occupation and location using the OFLC Wage Search page.