Financial Advisor Associate: Grow Clients & Portfolios

Stifel Financial Corp.; Houston (TX); In loco; USD 70.000 - 110.000; Tempo pieno

Descrizione del lavoro

Stifel Financial Corp. is seeking a Financial Advisor Associate in Houston, TX to support a Financial Advisor in delivering investment services and growing the client base.

You will assist in prospecting, stay current on market trends, and ensure recommendations align with clients’ financial goals and risk tolerance. The role requires a strong client-relations background, knowledge of investment products, and the ability to collaborate with advisors to expand the business through networking and

Competenze

• Bachelor's Degree or equivalent combination of education and experience.
• 5+ years' Financial Services/Brokerage experience.
• Proven ability to build and maintain client relationships.
• Strong understanding of investment products and services.

Mansioni

• Assist in prospecting new clients to grow the business.
• Provide investment services aligned with client objectives and risk tolerance.
• Perform portfolio evaluations and monitor performance against client goals.
• Collaborate with the Financial Advisor to grow the client base through networking and referrals.
• Stay current with market trends, regulations, and firm policies.

Conoscenze

Client relationships

Financial services knowledge

Regulatory compliance

Communication

Industry awareness

Formazione

Bachelor's degree

Strumenti

Microsoft 365

Descrizione del lavoro

Stifel Financial Corp. is seeking a Financial Advisor Associate in Houston, TX to support a Financial Advisor in delivering investment services and growing the client base.

You will assist in prospecting, stay current on market trends, and ensure recommendations align with clients’ financial goals and risk tolerance. The role requires a strong client-relations background, knowledge of investment products, and the ability to collaborate with advisors to expand the business through networking and