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Stifel Financial Advisor Associate Jobs (NOW HIRING)

Stifel

Financial Advisor Associate

Santa Rosa, CA

Stifel strives for a culture that puts its clients and associates first: a culture where everyone ... The Financial Advisor Associate (FAA) works under a Financial Advisor (FA) to provide investment ...

Stifel

Financial Advisor Associate

Santa Rosa, CA · On-site

Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where ... What You'll Be Doing The Financial Advisor Associate (FAA) works under a Financial Advisor (FA) to ...

Stifel

Financial Advisor Associate

Santa Rosa, CA · On-site

Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where ... What You'll Be Doing The Financial Advisor Associate (FAA) works under a Financial Advisor (FA) to ...

Stifel

Senior Estate & Tax Associate

Saint Louis, MO · On-site

$79K - $98K/yr

The Senior Associate also helps the Estate & Tax Planning Services team members prepare for conference calls and presentations with Stifel Financial Advisors and their individual clients. What We're ...

Stifel

Senior Estate & Tax Associate

Saint Louis, MO

$79K - $98K/yr

The Senior Associate also helps the Estate & Tax Planning Services team members prepare for conference calls and presentations with Stifel Financial Advisors and their individual clients. • ...

Stifel

Senior Estate & Tax Associate

Saint Louis, MO · On-site

$79K - $98K/yr

Confer successfully with Stifel Financial Advisors and employees across the company to explain the ... associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where ...

Stifel

Advisory Marketing Specialist

Saint Louis, MO

... to Stifel Financial Advisors across the Firm. The Specialist works independently and with the ... associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where ...

Stifel

Advisory Marketing Specialist

Saint Louis, MO · On-site

... to Stifel Financial Advisors across the Firm. The Specialist works independently and with the ... associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where ...

Stifel

Advisory Marketing Specialist

Saint Louis, MO · On-site

... to Stifel Financial Advisors across the Firm. The Specialist works independently and with the ... associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where ...

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All JobsStifel Financial Advisor Associate Jobs

Stifel Financial Advisor Associate information

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$38.5K

$67.2K

$112.5K

How much do stifel financial advisor associate jobs pay per year?

As of Jun 20, 2026, the average yearly pay for stifel financial advisor associate in the United States is $67,157.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,000.00 and $82,500.00 per year, depending on experience, location, and employer.

What is the difference between Stifel Financial Advisor Associate vs Financial Advisor?

AspectStifel Financial Advisor AssociateFinancial Advisor
CredentialsSeries 7, 66/63, and other licenses; relevant educationSeries 7, 66/63, and often CFP or other certifications
Work EnvironmentSupportive team within a brokerage firm, client-facingClient-focused, providing personalized financial planning and investment advice
Employer & Industry UsageUsed within brokerage firms like Stifel, financial services industryUsed across banks, independent firms, and wealth management companies

The Stifel Financial Advisor Associate typically supports senior advisors, gaining experience and licensing credentials, while a Financial Advisor directly manages client portfolios and provides comprehensive financial planning. Both roles require similar licenses and work in client-facing environments, but their responsibilities and career progression differ.

What are the key skills and qualifications needed to thrive as a Stifel Financial Advisor Associate, and why are they important?

To thrive as a Stifel Financial Advisor Associate, you need a solid understanding of financial markets, investment products, and client relationship management, often supported by a bachelor's degree in finance or a related field and Series 7 and 66 licenses. Familiarity with financial planning software, CRM systems, portfolio analysis tools, and compliance platforms is typically required. Strong interpersonal skills, attention to detail, and effective communication help build trust with clients and support team collaboration. These skills and qualifications are essential for providing sound financial advice, achieving business development goals, and ensuring regulatory compliance.

What does a financial advisor associate do?

A financial advisor associate supports financial advisors by preparing client reports, conducting research, and assisting with financial planning and investment strategies. They often handle administrative tasks, communicate with clients, and may pursue certifications like the Series 7 or Series 66 to enhance their knowledge and credentials.

How much do Stifel advisors make?

Stifel Financial Advisor Associates typically earn a base salary plus commissions and bonuses based on client assets and sales performance. Total compensation can range widely, often from $50,000 to over $100,000 annually, depending on experience, performance, and location. Many advisors also earn additional income through client referrals and ongoing service fees.

How much does an Associate VP at Stifel make?

An Associate Vice President (AVP) at Stifel Financial typically earns between $100,000 and $150,000 annually, with compensation often including bonuses and commissions based on performance. Salary can vary depending on experience, location, and client portfolio size.

Is $200,000 enough to work with a financial advisor?

As a Stifel Financial Advisor Associate, having $200,000 in assets can be sufficient to open an account or start working with a financial advisor, depending on the services and investment strategies involved. Many advisors require minimum investments that vary widely, often ranging from a few thousand to several hundred thousand dollars. It is advisable to consult directly with a financial advisor to understand specific requirements and suitable investment options based on your financial goals.

What are Stifel Financial Advisor Associates?

Stifel Financial Advisor Associates are entry-level professionals who support senior financial advisors in delivering investment and wealth management services to clients. They assist with client account management, research investment opportunities, prepare financial plans, and help ensure clients' needs are met. The role is often a stepping stone to becoming a full-fledged financial advisor, offering hands-on experience and training in the financial services industry. Associates at Stifel benefit from the firm's comprehensive development programs and have opportunities for career advancement within the company.

What are some common challenges faced by Stifel Financial Advisor Associates during their first year, and how can they overcome them?

Stifel Financial Advisor Associates often face the challenge of building a client base and establishing trust with new clients during their first year. Navigating compliance requirements and staying updated on financial regulations can also be demanding. Proactively seeking mentorship from experienced advisors, participating in Stifel’s training programs, and leveraging available resources can help overcome these hurdles. Collaborating closely with team members and maintaining strong communication with clients are key strategies for success in this role.
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What cities are hiring for Stifel Financial Advisor Associate jobs? Cities with the most Stifel Financial Advisor Associate job openings:
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What job categories do people searching Stifel Financial Advisor Associate jobs look for? The top searched job categories for Stifel Financial Advisor Associate jobs are:
Stifel Financial Advisor Associate jobs near you
Infographic showing various Stifel Financial Advisor Associate job openings in the United States as of June 2026, with employment types broken down into 2% As Needed, 41% Full Time, 54% Part Time, 1% Temporary, 1% Contract, and 1% Nights. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $67,157 per year, or $32.3 per hour.
Financial Advisor Associate

Financial Advisor Associate

Stifel

Santa Rosa, CA

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 22 days ago

Stifel rating

8.2

Company rating: 8.2 out of 10

Based on 21 frontline employees who took The Breakroom Quiz

Job description

Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole.

Let’s talk about how you can find your place here at Stifel, where success meets success.


The Financial Advisor Associate (FAA) works under a Financial Advisor (FA) to provide investment services that will help clients achieve their financial goals. The FAA will assist in prospecting new clients to grow the business and should remain current on industry trends.


  • Engage with clients and prospects to identify their financial profile and provide clients with investment services that will align with their objectives and tolerance, and will help them achieve their financial goals.
  • Maintain a thorough and current understanding of client needs and goals to make suitable recommendations and implement investment strategies in the client's best interest.
  • Perform portfolio evaluations and monitor portfolio performance against client objectives.
  • Collaborate with the Financial Advisor in prospecting new clients to grow the business through networking, referrals, and participation in industry related seminars and events; domestic travel may be required.
  • Stay current with market trends as well as all industry rules and regulations, policies and procedures, and Firm training and continuing education.
  • Review and enter all types of unsolicited orders directly from clients as well as entering all types of solicited and unsolicited orders at the direction of the Financial Advisor.
  • Solicit orders to clients at the direction of the Financial Advisor.
  • Identify matters that require escalation including suspicious activity, customer complaints, trading errors, and violation of industry regulation or Firm policy.
  • Use independent judgement and discretion to determine the unique needs of each client.

  • Proven success in establishing rapport with clients; building and maintaining a mutually beneficial, long-term relationships.
  • In-depth understanding of the Financial Services industry, domestic and international markets, and applicable regulatory environment.
  • Thorough understanding of investment portfolios, products, and services and how to utilize them with individual clients.
  • Integrity to perform job functions ethically within the boundaries of the regulatory environment.

  • Minimum Required: Bachelor's Degree or a combination of education and experience.
  • Minimum Required: 5+ years' Financial Services/Brokerage experience

  • Minimum Required: Series 7 and Series 63 or 66.
  • Note: If required by state for advisory business Series 63 and 65 or Series 66.

  • Proficient in Microsoft 365.

Salary: -
Actual salaries may vary, and may be based on several factors, including but not limited to each candidates qualifications, skills, and overall competencies for the position. The base salary is one component of Stifels overall compensation package for each individual employee. Other benefits and offerings include, but not limited to, discretionary bonuses, health / dental / vision / prescription insurance offerings, Stifel Total Health Connect, flexible spending accounts, tuition & certification assistance programs, paid time off, and much, much more! To view a more comprehensive list of Stifels current offerings, please visit https://www.stifel.com/careers/benefits. Applications are accepted until the position is filled.

Stifel is more than 130 years old and still thinking like a start-up.  We are a global wealth management and investment banking firm serious about innovation and fresh ideas.  Built on a simple premise of safeguarding our clients’ money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.

While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations.  Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.  Let’s talk about how you can find your place here at Stifel, where success meets success.

At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.

Stifel is an Equal Opportunity Employer.

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