Financial Advisor Associate: Client Growth & Portfolios

Stifel; Houston (TX); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Health insurance

Dental and vision care

401k

Wellness initiatives

Life insurance

Paid time off

Job summary

Stifel is seeking a Financial Advisor Associate in Houston, Texas, to assist Financial Advisors in providing investment services to clients. The role involves prospecting new clients, evaluating portfolios, and maintaining client relationships.

Candidates must have a Bachelor's Degree and at least 5 years of experience in Financial Services, along with required licenses. Comprehensive benefits are included, along with an entrepreneurial work environment.

Qualifications

• 5+ years of Financial Services/Brokerage experience.
• Proven success in establishing rapport with clients.
• Series 7 and Series 63 or 66 licenses required.

Responsibilities

• Work under a Financial Advisor to provide investment services.
• Assist in prospecting new clients to grow the business.
• Maintain understanding of client needs and make suitable recommendations.

Skills

Client relationship building

Understanding of Financial Services

Investment strategy implementation

Market trend analysis

Regulation compliance

Education

Bachelor's Degree

Tools

Microsoft 365

Job description

Stifel is seeking a Financial Advisor Associate in Houston, Texas, to assist Financial Advisors in providing investment services to clients. The role involves prospecting new clients, evaluating portfolios, and maintaining client relationships.

Candidates must have a Bachelor's Degree and at least 5 years of experience in Financial Services, along with required licenses. Comprehensive benefits are included, along with an entrepreneurial work environment.