Portfolio Analyst
Zionsville, IN · On-site
Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where ... careers as financial advisors, research analysts, project managers, marketing specialists ...
Portfolio Analyst
Zionsville, IN · On-site
Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where ... careers as financial advisors, research analysts, project managers, marketing specialists ...
Stifel strives for a culture that puts its clients and associates first: a culture where everyone ... careers as financial advisors, research analysts, project managers, marketing specialists ...
Stifel strives for a culture that puts its clients and associates first: a culture where everyone ... careers as financial advisors, research analysts, project managers, marketing specialists ...
Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where ... careers as financial advisors, research analysts, project managers, marketing specialists ...
Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where ... careers as financial advisors, research analysts, project managers, marketing specialists ...
As an Associate Advisor, you'll work alongside experienced advisors who already have thriving ... Support financial plan preparation and data input * Participate in team meetings and collaborative ...
Quick apply
As an Associate Advisor, you'll work alongside experienced advisors who already have thriving ... Support financial plan preparation and data input * Participate in team meetings and collaborative ...
The Wealth Management Client Associate - Advisor Development Program (WMCA - ADP) role is an entry ... This progression role is responsible for providing client service support to Financial Advisors ...
The Wealth Management Client Associate - Advisor Development Program (WMCA - ADP) role is an entry ... This progression role is responsible for providing client service support to Financial Advisors ...
The Wealth Management Client Associate - Advisor Development Program (WMCA - ADP) role is an entry ... This progression role is responsible for providing client service support to Financial Advisors ...
The Wealth Management Client Associate - Advisor Development Program (WMCA - ADP) role is an entry ... This progression role is responsible for providing client service support to Financial Advisors ...
Financial Advisor - Evansville, IN
Evansville, IN · On-site +1
We are searching for a Financial Advisor to provide a personalized retirement and financial ... May include up to 25% travel. #LI-CBF #LI-KE1 This role is deemed a "covered associate" under SEC ...
Financial Advisor - Evansville, IN
Evansville, IN · On-site +1
We are searching for a Financial Advisor to provide a personalized retirement and financial ... May include up to 25% travel. #LI-CBF #LI-KE1 This role is deemed a "covered associate" under SEC ...
Private Wealth Advisor, Assoc
Terre Haute, IN · On-site
$42K - $48K/yr
Private Wealth Advisor, Assoc Job Locations US-IN-Terre Haute Category/Function Trust/Wealth ... They will provide sound financial advice, make investment recommendations, and create, present, and ...
Private Wealth Advisor, Assoc
Terre Haute, IN · On-site
$42K - $48K/yr
Private Wealth Advisor, Assoc Job Locations US-IN-Terre Haute Category/Function Trust/Wealth ... They will provide sound financial advice, make investment recommendations, and create, present, and ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs.We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs.We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Associate Wealth Advisor
Lafayette, IN · On-site
We go far beyond just managing our clients' investments, offering truly in-depth financial planning ... The Associate Wealth Advisor is an essential part of the Waverly Advisors team, providing ...
Associate Wealth Advisor
Lafayette, IN · On-site
We go far beyond just managing our clients' investments, offering truly in-depth financial planning ... The Associate Wealth Advisor is an essential part of the Waverly Advisors team, providing ...
We go far beyond just managing our clients' investments, offering truly in-depth financial planning ... The Associate Wealth Advisor is an essential part of the Waverly Advisors team, providing ...
We go far beyond just managing our clients' investments, offering truly in-depth financial planning ... The Associate Wealth Advisor is an essential part of the Waverly Advisors team, providing ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Stifel Financial Advisor Associate information
What is the difference between Stifel Financial Advisor Associate vs Financial Advisor?
| Aspect | Stifel Financial Advisor Associate | Financial Advisor |
|---|---|---|
| Credentials | Series 7, 66/63, and other licenses; relevant education | Series 7, 66/63, and often CFP or other certifications |
| Work Environment | Supportive team within a brokerage firm, client-facing | Client-focused, providing personalized financial planning and investment advice |
| Employer & Industry Usage | Used within brokerage firms like Stifel, financial services industry | Used 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 Indiana? For Stifel Financial Advisor Associate jobs in Indiana, the most frequently searched job titles are:
What job categories do people searching Stifel Financial Advisor Associate jobs in Indiana look for? The top searched job categories for Stifel Financial Advisor Associate jobs in Indiana are:
What cities in Indiana are hiring for Stifel Financial Advisor Associate jobs? Cities in Indiana with the most Stifel Financial Advisor Associate job openings:
Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Posted 24 days ago
Stifel rating
8.3
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 Portfolio Analyst facilitates the overall business development of clientele by developing customized Financial Plans/Asset Allocation proposals, designing tailored reporting for new and existing clients and creating and executing marketing strategies to attract new clients.
What We're Looking For
What You'll Bring
Education & Experience
Licenses & Credentials
Systems & Technology
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 is an Equal Opportunity Employer.
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 Portfolio Analyst facilitates the overall business development of clientele by developing customized Financial Plans/Asset Allocation proposals, designing tailored reporting for new and existing clients and creating and executing marketing strategies to attract new clients.
What We're Looking For
- Facilitates the overall business development of clientele by developing customized Financial Plans/Asset Allocation proposals, performing ongoing analysis of the investment portfolios of current clients, and executing marketing strategies to attract new clients.
- Screens new client prospects, developed through leads and referrals, to determine suitability for addition to group.
- Makes asset allocation recommendations to the IR and develops the portfolio in conjunction with the IR.
- Critically examines current holdings to evaluate whether action is warranted
- Develops customized financial plan/asset allocation proposals, including leveraging the Firm's proprietary software tools.
- Research and analyze new and existing clientele and provide recommendations and or/updates to the IR about new opportunities, changes to product, or general matters of significance that may have an impact to the business.
- Manage risk and ensure adherence to company policies and regulations in day-to-day business activity.
What You'll Bring
- Customer and Personal Service - Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
- Time Management - Managing one's own time and priorities to ensure the meeting of deadlines.
- Oral and Written Expression - The ability to communicate information and ideas in spoken or written form so that others will understand.
Education & Experience
- Minimum Required: Bachelor's degree or equivalent combination of education and experience.
- Minimum Required: 4+ years financial services experience.
Licenses & Credentials
- Minimum Required: FINRA Series 7 & 63.
Systems & Technology
- Adept in Microsoft Outlook and Microsoft Office Suite including the ability to enter, edit and report data in personnel software/database and the ability to create and maintain simple spreadsheets.
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 is an Equal Opportunity Employer.
About Stifel Bank
Sourced by ZipRecruiter
Industry
Commercial banking
Company size
201 - 500 Employees
Headquarters location
Saint Louis, MO, US
Year founded
2007