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Stifel Financial Advisor Associate Jobs in Nebraska

H&R Block

Tax Associate

Plattsmouth, NE · On-site

$63K - $85K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...

H&R Block

Tax Associate

Omaha, NE · On-site

$53K - $70K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...

H&R Block

Tax Associate

Crete, NE · On-site

$52K - $70K/yr

About the Role As a Tax Associate at H&R Block, you'll begin a career in tax and client service ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...

H&R Block

Tax Associate

Mccook, NE · On-site

$53K - $71K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...

H&R Block

Tax Associate

Kimball, NE · On-site

$58K - $77K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...

H&R Block

Tax Associate

Bellevue, NE · On-site

$55K - $73K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...

H&R Block

Tax Associate

Fremont, NE · On-site

$56K - $74K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...

H&R Block

Tax Associate

Bellevue, NE · On-site

$55K - $73K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...

H&R Block

Tax Associate

Bellevue, NE · On-site

$55K - $73K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...

H&R Block

Tax Associate

Omaha, NE · On-site

$49K - $65K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...

H&R Block

Tax Associate

Omaha, NE · On-site

$55K - $73K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...

H&R Block

Tax Associate

North Platte, NE · On-site

$56K - $75K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...

H&R Block

Tax Associate

NE · On-site

$55K - $73K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...

H&R Block

Tax Associate

Blair, NE · On-site

$58K - $77K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...

H&R Block

Tax Associate

Omaha, NE · On-site

$56K - $74K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...

H&R Block

Tax Associate

Omaha, NE · On-site

$56K - $74K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...

H&R Block

Tax Associate

Omaha, NE · On-site

$56K - $74K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...

H&R Block

Tax Associate

La Vista, NE · On-site

$54K - $72K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...

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All JobsStifel Financial Advisor Associate JobsStifel Financial Advisor Associate Jobs in Nebraska

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

Financial Support Counselor

University of Nebraska Omaha

Omaha, NE • On-site

$17 - $22.25/hr

Full-time

Posted 16 days ago

Job description

Requisiton Details
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GENERAL REQUISITION INFORMATION
EEO Statement:
The University of Nebraska does not discriminate based on race, color, ethnicity, national origin, sex, pregnancy, sexual orientation, gender identity, religion, disability, age, genetic information, veteran status, marital status, and/or political affiliation in its education programs or activities, including admissions and employment. The University prohibits any form of retaliation taken against anyone for reporting discrimination, harassment, or retaliation for otherwise engaging in protected activity. Read the full statement.
Job Title
Financial Support Counselor
Job Grade
AS15H
Division
Institutional Effectiveness and Student Success
College/Dept
Financial Support and Scholarship
Department
FS&S
Requisition Number
2026-00275
FTE (full-time equivalency)
100.00
Work Schedule
M-F 8-5
Does the position provide the opportunity to work Remotely/Telecommuting?
No remote/telecommute opportunity
Appointment Term
12- 12/12 months
Is this position essential personnel according to the inclement weather policy?
No
Pay Information
$41,200
Pay Schedule
Hourly
FLSA Designation
Non-Exempt
Position Summary
The Financial Support Counselor reports to the Assistant Director, Outreach and support and serves as a member of the Office of Financial Support and Scholarships customer service cluster. Primarily responsible for providing excellent customer service to current and prospective students and their families, by way of, counseling appointments, phone, front counter, email, text, and social media. The Financial Support Counselor will meet with students and parents to counsel them on financial aid processes, aid eligibility, costs and financial planning. Responsible for various internal/external financial aid outreach activities and financial literacy efforts to include small/large group presentations
Job Duties
Responsibility Area:
Financial Aid Counseling
Duties:
Meet with students and parents to counsel them on financial aid processes, aid eligibility, costs and financial planning. Provide day-to-day customer service support via phone, front counter, email, text, social media, and face to face advising in the Office of Financial Support and Scholarships.
Percentage Of Time
80
Essential Function:
Yes
Responsibility Area:
Outreach Activities
Duties:
Conduct various internal/external outreach and financial literacy information sessions for students and parents (i.e. group presentations).
Percentage Of Time
20
Essential Function:
Yes
Required and Preferred Qualifications
Required Education
Associate's Degree
Required Experience
One year of financial aid experience, or one year related experience in higher education, or one year experience in customer service.
Required License/Certification
N/A
Required Additional Qualifications:
N/A
Preferred Education
N/A
Preferred Experience
Preferred License/Certification
Preferred Additional Qualifications:
Compliance Requirements
Credit Check
Yes
Motor Vehicle Licensing Validity Check
No
Pre-employment Physical Request and Assessment
No
Drug Screen
No

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