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Stifel Financial Advisor Associate Jobs in Decatur, TX

Baird

Client Specialist

Fort Worth, TX · On-site

Greets and directs incoming clients, visitors and business associates in a helpful, professional ... Manages client needs where possible and advises Financial Advisor of action taken. * May schedule ...

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Stifel Financial Advisor Associate information

See Decatur, TX salary details

$34.4K

$60K

$100.6K

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

As of Jul 31, 2026, the average yearly pay for stifel financial advisor associate in Decatur, TX is $60,034.00, according to ZipRecruiter salary data. Most workers in this role earn between $35,800.00 and $73,700.00 per year, depending on experience, location, and employer.

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

Associate Financial Advisor - Fort Worth, TX

Edward Jones Careers

Fort Worth, TX

Other

Re-posted 5 days ago

Edward Jones rating

8.2

Company rating: 8.2 out of 10

Based on 254 frontline employees who took The Breakroom Quiz

45th of 150 rated financial services

Job description

There's power in partnership. It's how we work — and how we help our clients achieve financial fulfillment. Demand for human-delivered, personalized financial advice has never been greater — and right now, qualified financial advisors are in short supply. If you're a driven professional ready to build something meaningful, this is your moment to step into a career with real impact, firm-wide support and long-term growth potential. 
As an associate financial advisor at Edward Jones, you’ll work with the broader practice team — collaborating with one or more financial advisors and client support teammates — to deliver personalized financial strategies and exceptional client service. In partnership with the financial advisor, you’ll play a critical role in sourcing new clients, building and maintaining client relationships and contributing to the practice’s overall business outcomes. 
 
What you’ll do? 

  • Build and deepen client relationships by supporting discovery conversations, gathering key financial information, and helping advance personalized financial plans aligned with client goals and priorities 

  • Support comprehensive financial planning by preparing analysis, modeling scenarios, and helping align investments to client goals, life events, and long-term priorities 

  • Guide portfolio strategy and implementation by researching performance, allocation, and costs; preparing proposals; and supporting investment adjustments in alignment with suitability and firm guidance 

  • Partner with the financial advisor and practice team to deliver ongoing financial planning, including monitoring progress, preparing reviews, and adjusting strategies as client needs evolve 

  • Contribute to client and practice growth by supporting outreach, referrals, and community engagement that introduces clients to a relationship-based financial planning experience 

What Edward Jones employees say

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