Portfolio Analyst: Financial Planning & Client Growth

Stifel, Incorporated; Florida; On-site; USD 75,000 - 110,000; Full time

Benefits offered by this job

Health, dental and vision care

401k plan

Wellness initiatives

Life insurance

Paid time off

Job summary

Stifel, Incorporated in the United States seeks a Portfolio Analyst to develop tailored financial plans and asset allocation proposals. You will design client reporting and implement marketing strategies to attract new clients, under general supervision.

The role requires 4+ years in financial services, FINRA licenses, and strong communication skills to work with advisors and clients. Business development and risk management are key components of daily duties.

Qualifications

• Bachelor's degree or equivalent combination of education and experience.
• 4+ years financial services experience.
• FINRA Series 7 & 63 licenses required.

Responsibilities

• Develop customized Financial Plans/Asset Allocation proposals.
• Design tailored reporting for new and existing clients.
• Create and execute marketing strategies to attract new clients.
• Screens new client prospects for suitability for group inclusion.
• Makes asset allocation recommendations with the internal advisor team.
• Analyze portfolios and communicate opportunities to the IR.

Skills

Customer service

Time management

Oral & written expression

Education

Bachelor's degree or higher

FINRA Series 7 & 63 licenses

Tools

Microsoft Outlook

Microsoft Office Suite

Data entry in personnel software/database

Basic spreadsheet creation

Job description

Stifel, Incorporated in the United States seeks a Portfolio Analyst to develop tailored financial plans and asset allocation proposals. You will design client reporting and implement marketing strategies to attract new clients, under general supervision.

The role requires 4+ years in financial services, FINRA licenses, and strong communication skills to work with advisors and clients. Business development and risk management are key components of daily duties.