[Skip to main content](#main-content) [OpenNash Jobs](https://jobs.opennash.com/) [Hiring report](/reports/hiring/) · [All Stifel Financial jobs](https://jobs.opennash.com/companies/stifel-financial/) · [Search jobs](/search/) Stifel Financial · Sherman Oaks, California # Associate Head of Planning Sherman Oaks, California Full-time Executive Retail & Store Listed on Stifel Financial’s official careers site. Posted September 11, 2026. Check that it is still open and apply there. [Apply on Stifel Financial’s careers site →](https://careers-stifel.icims.com/jobs/9827/login) [OpenNash Jobs](https://jobs.opennash.com/) / [Stifel Financial](https://jobs.opennash.com/companies/stifel-financial/) / Associate Head of Planning ## Job description Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole. Let’s talk about how you can find your place here at Stifel, where success meets success. ### What You'll Be Doing The Associate Head of Planning develops and implements comprehensive financial plans and strategies tailored to clients' goals and needs. This role provides investment advice, retirement planning, risk management, and tax optimization services. This position collaborates with clients to assess financial situations, set objectives, and monitor progress to ensure long-term financial security and growth. ### What We're Looking For Lead advanced financial planning engagements. Design estate and wealth transfer strategies. Model liquidity-event outcomes. Integrate life insurance solutions into tax and estate frameworks. Collaborate with attorneys, CPAs, and investment bankers. Support complex founder liquidity planning initiatives. ### What You'll Bring Strong knowledge of advanced estate planning techniques. Solid understanding of irrevocable trusts, estate freezes, gifting strategies, and tax mitigation structures. Working knowledge of permanent life insurance products (i.e., whole life, universal life, ILIT design, premium financing concepts). Ability to apply structural thinking. Ability to be precise and possess high attention to detail. Ability to translate complex ideas and processes into clear, understandable language. Demonstrate high professionalism and intellectual rigor. Demonstrate a collaborative mindset. ### Education & Experience Minimum Required: Bachelor's degree in Business or a related field, or equivalent experience. ### Minimum Required 5+ years of experience in high-net-worth planning. ### Preferred Experience designing and modeling insurance solutions as part of broader planning architecture. ### Licenses & Credentials Minimum Required Series 7 and 66 (or 63 and 65 in lieu of 66). ### Minimum Required Life, Health, and Long-Term Care Insurance Licenses. Certified Financial Planner (CFP®). Systems & Technology Proficient in Microsoft Office Suite. Proficient with financial planning software and portfolio reporting tools. ### Compensation Range Salary USD $104,500.00/Yr. - USD $160,000.00/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](https://www.stifel.com/careers/benefits). Applications are accepted until the position is filled. 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. 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. ## At a glance - Posted by the employer: Sep 11, 2026 - First seen by OpenNash: Oct 11, 2026 - Last checked: Oct 18, 2026 - Listed for: 37 days - Location: Sherman Oaks, California - Employment type: Full-time[Apply on Stifel Financial’s careers site →](https://careers-stifel.icims.com/jobs/9827/login) ## More jobs at Stifel Financial ### [Head of Strategic Initiatives](https://jobs.opennash.com/companies/stifel-financial/jobs/2968a0b433b017f6f9ba/) Sherman Oaks, California ### [Branch Intern](https://jobs.opennash.com/companies/stifel-financial/jobs/c5ba3ace9bb23eea2f17/) Mequon, Wisconsin ### [Branch Manager](https://jobs.opennash.com/companies/stifel-financial/jobs/33e273709a222fe84d2e/) Great Falls, Montana ### [Branch Operations Manager](https://jobs.opennash.com/companies/stifel-financial/jobs/b12bda699769a08fb777/) San Francisco, California ### [Full Time Branch Intern](https://jobs.opennash.com/companies/stifel-financial/jobs/cb3eb94f02c67d7727f4/) Palm Beach Gardens, Florida ## Similar jobs at other companies ### [Head of Global Planning Processes](https://jobs.opennash.com/companies/roche-holding/jobs/0c0d9e5860414832cbf3/) Roche Holding · Indianapolis +1 more ### [Head of LifeLock Brand and Growth Strategy & Planning](https://jobs.opennash.com/companies/gen-digital/jobs/48918d083afe7f7fcd0a/) Gen Digital · USA - Mountain View, CA ### [Head of Financial Planning & Analysis](https://jobs.opennash.com/companies/applied-materials/jobs/b6f91b4ecd99ac4e4448/) Applied Materials · Santa Clara, CA ### [Senior Manager Strategic Planning & Head Office, EU eCom](https://jobs.opennash.com/companies/adidas/jobs/5af19b081a9003704b3e/) Adidas · Amsterdam, NH, NL ### [Planning Technician - Trade Planning](https://jobs.opennash.com/companies/general-dynamics/jobs/10409ea967514997e9f4/) General Dynamics · Bath, ME, US OpenNash lists jobs from employers’ own careers sites and does not handle applications. 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