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Stifel Financial Advisor Associate Jobs in Delaware

Stifel

Trust Operations Associate

Greenville, DE · On-site

Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where ... Set up and maintain financial advisor access to the online system. * Scan, image, and index ...

Stifel

Trust Operations Associate

Greenville, DE

Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where ... Set up and maintain financial advisor access to the online system. * Scan, image, and index ...

Stifel

Trust Operations Associate

Greenville, DE

Stifel strives for a culture that puts its clients and associates first: a culture where everyone ... Set up and maintain financial advisor access to the online system. * Scan, image, and index ...

Td

Financial Advisor Associate - Bear, DE

Bear, DE

$61K - $92K/yr

TD Wealth The Financial Advisor Associate (FAA) works with TD Wealth prospects and clients to attract and retain clients by addressing their wealth management advisory needs. The FAA will meet with ...

State of Delaware

Fiscal Advisor III

Dover, DE · On-site

$48K/yr

Summary Statement The incumbent in this position supervises three Fiscal Associates and performs ... Reviews and analyzes financial transactions and records to determine accuracy and monitors ...

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Stifel Financial Advisor Associate information

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 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.
What are popular job titles related to Stifel Financial Advisor Associate jobs in Delaware? For Stifel Financial Advisor Associate jobs in Delaware, the most frequently searched job titles are:
What job categories do people searching Stifel Financial Advisor Associate jobs in Delaware look for? The top searched job categories for Stifel Financial Advisor Associate jobs in Delaware are:
What cities in Delaware are hiring for Stifel Financial Advisor Associate jobs? Cities in Delaware with the most Stifel Financial Advisor Associate job openings:
Stifel Financial Advisor Associate jobs near you
Infographic showing various Stifel Financial Advisor Associate job openings in Delaware as of July 2026, with employment types broken down into 92% Full Time, and 8% Part Time. Highlights an 91% In-person, and 9% Remote job distribution.
Trust Operations Associate

Trust Operations Associate

Stifel

Greenville, DE • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 7 days ago

Stifel rating

8.3

Company rating: 8.3 out of 10

Based on 22 frontline employees who took The Breakroom Quiz

Job description

Why Stifel
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.
What You'll Be Doing
The Trust Operations Associate will process a wide variety of transactions. The Associate must be aware of impacts on customer statements while processing. This role will work with the Trust Company outsourcing partners to initiate requests and resolve issues.
What We're Looking For
  • Coordinate and track corporate action elections.
  • Monitoring DDA account for incoming and outgoing activity.
  • Complete Daily Bank Deposit/Sweep reconciliation and wire processing.
  • Ensure transactions are processed adequately according to policies and procedures.
  • Process a variety of cash transactions, including receipts and disbursements.
  • Submit requests daily to the trust company outsourcing partners via forms, online requests, e-mail, or phone calls. Interact with outsourcing partners to follow up on requests and resolve any issues.
  • Distribute daily reports.
  • Set up and maintain financial advisor access to the online system.
  • Scan, image, and index documents into document retention software.
  • Additional duties and special projects as assigned.

What You'll Bring
  • Proficient in Microsoft Outlook and Microsoft Office Suite, in particular Excel. The ability to create and maintain spreadsheets is required.
  • Ability to communicate effectively (written and verbal) on the phone and in person as appropriate for the audience's needs; uses excellent grammar, courteous and efficient telephone and office etiquette; effectively conveys information.
  • Managing one's own time and priorities to ensure the meeting of deadlines.
  • Skilled at finding and using traditional and creative methods of solving the problem.

Education & Experience
  • Minimum Required: High School Diploma or equivalent work experience.
  • Minimum Required: 1+ years of related experience in financial services.

Licenses & Credentials
  • Minimum Required: None.

Systems & Technology
  • Proficient in Microsoft Excel, Word, and Outlook.

About Stifel
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's bank and trust companies are equal opportunity employers. All candidates will be considered without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, veteran status, genetic information or any other protected characteristic under applicable law. If you would like more information regarding Equal Employment Opportunity rights and protections, please review the following information: Know Your Rights.
Stifel is an Equal Opportunity Employer.

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