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Stifel Financial Advisor Associate information

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$38.3K

$66.7K

$111.8K

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

As of Sep 1, 2026, the average yearly pay for stifel financial advisor associate in Baltimore, MD is $66,730.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,700.00 and $82,000.00 per year, depending on experience, location, and employer.

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 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 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 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 popular job titles related to Stifel Financial Advisor Associate jobs in Baltimore, MD?

For Stifel Financial Advisor Associate jobs in Baltimore, MD, the most frequently searched job titles are:

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What cities near Baltimore, MD are hiring for Stifel Financial Advisor Associate jobs?

Cities near Baltimore, MD with the most Stifel Financial Advisor Associate job openings:

Stifel Financial Advisor Associate jobs near you

Associate Financial Advisor

Quillion Wealth Management

Baltimore, MD • On-site

Other

Posted 2 days ago

New

Job description

Company Description Quillion Wealth Management is dedicated to serving as a trusted advocate for clients by providing customized, innovative financial guidance tailored to their unique goals and circumstances. The firm identifies market opportunities and invests on behalf of clients within the world-class risk framework of Wells Fargo Advisors Financial Network. Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), a registered broker-dealer and separate non-bank affiliate of Wells Fargo & Company. Quillion Wealth Management serves residents across multiple U.S. states under WFAFN guidelines, providing access to a broad range of wealth management resources and support.
Role Description The Associate Financial Advisor is a full-time, on-site role based in Baltimore, MD. This position supports senior advisors in delivering comprehensive financial planning and investment management services to clients, including gathering and analyzing financial data, preparing proposals, and assisting with portfolio reviews. Day-to-day responsibilities include client meeting preparation and follow-up, responding to client inquiries, maintaining accurate account documentation, and coordinating with Wells Fargo Advisors Financial Network resources. The role also involves monitoring client portfolios, researching investment options, supporting compliance procedures, and contributing to client communication materials. The Associate Financial Advisor collaborates with the team to ensure a high standard of service and helps strengthen long-term client relationships.
Qualifications
  • Strong analytical and quantitative skills, including the ability to interpret financial statements, assess investment options, and support portfolio analysis.
  • Client service and communication skills, with the ability to explain financial concepts clearly, handle sensitive information professionally, and build trusted relationships.
  • Organizational and time-management skills to manage multiple client requests, maintain accurate records, and meet deadlines in a fast-paced environment.
  • Proficiency with office productivity tools and financial software platforms; comfort working with spreadsheets, CRM systems, and online research tools.
  • Knowledge of investment products, financial planning principles, and basic risk management concepts; prior experience in wealth management or financial services is beneficial.
  • Bachelor’s degree in Finance, Economics, Business, or a related field preferred; progress toward relevant professional designations (e.g., CFP®, CFA®) is an advantage.
  • Ability to work collaboratively on-site with a small team, adhere to regulatory and compliance requirements, and maintain high ethical standards.

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