Financial Advisor Associate: Client Growth & Portfolios

Stifel Financial Corp.; Houston (TX); On-site; USD 75,000 - 90,000; Full time

Benefits offered by this job

Health insurance

401k

Paid time off

Wellness initiatives

Job summary

Stifel Financial Corp. is seeking a Financial Advisor Associate in Houston, Texas. The ideal candidate will provide investment services, assist in client prospecting, and maintain a thorough understanding of client needs and market trends.

With a minimum of 5 years’ experience in Financial Services, you will be responsible for evaluating portfolios and making recommendations. Stifel offers a comprehensive benefits package including health, dental, and vision care, 401k, and paid time off.

Qualifications

• 5+ years' experience in Financial Services/Brokerage is required.
• Proven success in building long-term relationships with clients.
• Integrity to perform job functions ethically within regulations.

Responsibilities

• Provide investment services to clients to achieve their financial goals.
• Assist in prospecting clients and understanding their financial profiles.
• Monitor portfolio performance and make investment recommendations.

Skills

Client engagement

Investment strategies

Market trend analysis

Regulatory compliance

Education

Bachelor's Degree or equivalent experience

Tools

Microsoft 365

Job description

Stifel Financial Corp. is seeking a Financial Advisor Associate in Houston, Texas. The ideal candidate will provide investment services, assist in client prospecting, and maintain a thorough understanding of client needs and market trends.

With a minimum of 5 years’ experience in Financial Services, you will be responsible for evaluating portfolios and making recommendations. Stifel offers a comprehensive benefits package including health, dental, and vision care, 401k, and paid time off.