Financial Advisor Associate | Grow Client Portfolios

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

Benefits offered by this job

Health insurance

Dental

Vision

401k

Wellness programs

Life insurance

Paid time off

Job summary

Stifel is seeking a Financial Advisor Associate to work under a Financial Advisor, delivering investment services and helping clients reach their financial goals. You will assist in prospecting new clients and stay current on industry trends.

Ideal candidates hold a Bachelor’s degree and at least 5 years in financial services or brokerage, with Series 7 and Series 63/66 (or willing to obtain within 3 months). Proficiency in Microsoft 365 and domestic travel may be required.

Qualifications

• Bachelor’s degree or equivalent education/experience.
• 5+ years in financial services or brokerage environment.
• Series 7 and Series 63/66 (or willing to obtain within 3 months).
• Proficiency with Microsoft 365 applications.

Responsibilities

• Provide investment services and help clients achieve financial goals.
• Prospect and develop new client relationships to grow the business.
• Stay current on market trends, regulations, and firm policies.
• Enter and review orders as directed by the Financial Advisor.

Skills

Client relationship building

Regulatory knowledge

Financial services industry knowledge

Microsoft 365 proficiency

Education

Bachelor’s Degree

5+ years Financial Services/Brokerage experience

Tools

Microsoft 365

Job description

Stifel is seeking a Financial Advisor Associate to work under a Financial Advisor, delivering investment services and helping clients reach their financial goals. You will assist in prospecting new clients and stay current on industry trends.

Ideal candidates hold a Bachelor’s degree and at least 5 years in financial services or brokerage, with Series 7 and Series 63/66 (or willing to obtain within 3 months). Proficiency in Microsoft 365 and domestic travel may be required.