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Stifel Financial Advisor Associate Jobs in Nebraska

H&R Block

Tax Advisor

Crete, NE · On-site

Deliver forward-looking advice - Go beyond this year's return by helping clients define financial ... That same commitment to care extends to our associates. When you join us, you become part of a High ...

Ameritas

Financial Planning Manager

Lincoln, NE · On-site

Work with senior planners to increase adoption of financial planning in advisor practices * Provide case design consultation to field partners and home office associates across: insurance (life and ...

Ameritas

Financial Planning Manager

Lincoln, NE · On-site

$71K - $178K/yr

Work with senior planners to increase adoption of financial planning in advisor practices * Provide case design consultation to field partners and home office associates across: insurance (life and ...

Fiserv, Inc.

Product Solutions Advisor

Omaha, NE · On-site

$72K - $116K/yr

We connect financial institutions, corporations, merchants and consumers to one another millions of ... Current associates who require a workplace accommodation should refer to Fiserv's Disability ...

Monitise

Product Solutions Advisor

Omaha, NE

$99K - $158K/yr

We connect financial institutions, corporations, merchants and consumers to one another millions of ... Current associates who require a workplace accommodation should refer to Fiserv's Disability ...

BentoBox

Product Solutions Advisor

Omaha, NE · On-site

$72K - $116K/yr

We connect financial institutions, corporations, merchants, and consumers to one another millions ... Current associates who require a workplace accommodation should refer to Fiserv's Disability ...

Morgan Stanley

Associate Private Banker

Omaha, NE · On-site

The Associate Private Banker will provide product and service support for the Private Bankers in ... Work with and communicate effectively with Financial Advisors, Branch Managers & staff, Private ...

Morgan Stanley

Associate Private Banker

Omaha, NE · On-site

The Associate Private Banker will provide product and service support for the Private Bankers in ... Work with and communicate effectively with Financial Advisors, Branch Managers & staff, Private ...

Doane University Jobs and

Financial Aid Counselor

Crete, NE · On-site

$18.50 - $22/hr

Advising and assisting students with all aspects of financial aid-such as understanding eligibility ... Associate degree with two (2) years of experience at an institution of higher learning or another ...

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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?

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 is a Stifel Financial Advisor Associate?

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 Nebraska? For Stifel Financial Advisor Associate jobs in Nebraska, the most frequently searched job titles are:
What job categories do people searching Stifel Financial Advisor Associate jobs in Nebraska look for? The top searched job categories for Stifel Financial Advisor Associate jobs in Nebraska are:
What cities in Nebraska are hiring for Stifel Financial Advisor Associate jobs? Cities in Nebraska with the most Stifel Financial Advisor Associate job openings:
Stifel Financial Advisor Associate jobs near you

Tax Advisor

H&R Block

Crete, NE • On-site

Full-time

Posted 7 days ago

Job description

About the Role
As a Tax Advisor at H&R Block, you'll help clients navigate their tax needs with confidence and clarity. Supported by technology and a dedicated Client Care Specialist, you'll review each client's situation, ensure return accuracy, and provide practical guidance that builds trust and creates value. This is a seasonal, in-person role offering competitive hourly pay and incentives.
  • Guide clients through a consultative experience - Review each client's tax situation, identify opportunities, and provide personalized recommendations that build trust and confidence
  • Translate complexity into clarity - Present tax concepts in straightforward, client-friendly language so clients fully understand their return, their options, and the steps they can take to improve their financial picture
  • Deliver forward-looking advice - Go beyond this year's return by helping clients define financial goals and providing proactive tax planning guidance, including identifying relevant H&R Block products and services
  • Own the accuracy of every return - While technology powers much of the preparation, you review, validate, and ensure every filing meets IRS regulations and H&R Block standards - including support for tax notices and audit inquiries
  • Stay sharp on tax law and technology - Keep current with evolving tax regulations, leverage H&R Block's tools and training, and pursue ongoing development to strengthen your expertise season over season
  • Build lasting client relationships - Earn client loyalty through empathy, integrity, and consistent follow-through - creating an experience that brings them back year after year

Required Qualifications
  • Minimum of 2 years of experience in tax preparation, accounting, finance, or bookkeeping, including individual and small business returns
  • Successful completion of the H&R Block Tax Knowledge Assessment¹
  • Strong interpersonal and communication skills, including the ability to explain tax concepts in client-friendly language
  • Ability to collaborate within a team environment to deliver a seamless client experience
  • Must complete continuing education and meet all IRS and applicable state requirements
  • High school diploma / GED / equivalent required

Preferred Qualifications
  • CPA, Enrolled Agent (EA), or other IRS Circular 230 credential
  • 5+ years of experience in tax preparation, accounting, or financial services, including complex returns, tax planning, audit support, and tax notice resolution
  • Bachelor's degree in accounting, finance, or a related field
  • Experience in a consultative or advisory client relationship role (financial advising, insurance, or professional services)
  • Familiarity with AI-powered tools (e.g., Microsoft Copilot, ChatGPT)
  • Familiarity with tax preparation software such as GoSystem or UltraTax

Why work for us
At H&R Block, our purpose is simple: to provide help and inspire confidence in our clients and communities everywhere. For more than 70 years, we've led the tax industry and we continue to evolve through our Block Next strategy, blending human expertise with digital innovation.
That same commitment to care extends to our associates. When you join us, you become part of a High Performing, Connected Culture built on strong relationships, continuous learning, and a shared commitment to making a meaningful impact. We invest in your well-being through competitive pay, comprehensive benefits, and support for life both in and outside of work.
¹ Enrollment in or completion of the H&R Block Income Tax Course or Tax Knowledge Assessment is neither an offer nor a guarantee of employment.
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