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Stifel Financial Advisor Associate Jobs in Needham, MA

Stifel

Venture Banking Credit Risk Officer

Boston, MA · 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

Venture Banking Credit Risk Officer

Boston, MA · 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

Venture Banking Credit Risk Officer

Boston, MA · On-site

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

IB Associate - Consumer

Boston, MA · On-site

$175K - $225K/yr

Let's talk about how you can find your place here at Stifel, where success meets success . What You'll Be Doing The IB Associate will work within a team of technical and financial professionals and ...

Stifel

IB Associate - Consumer

Boston, MA · On-site

$175K/yr

Let's talk about how you can find your place here at Stifel, where success meets success . What You'll Be Doing The IB Associate will work within a team of technical and financial professionals and ...

Stifel

IB Associate - Consumer

Boston, MA · On-site

$175K - $225K/yr

Let's talk about how you can find your place here at Stifel, where success meets success . The IB Associate will work within a team of technical and financial professionals and will be an integral ...

Modera Wealth Management

Financial Advisor

Westwood, MA · On-site

$150K - $170K/yr

We are looking for a Financial Advisor in Westwood, MA that is responsible for developing and ... Other factors which directly impact pay for individual associates include: experience, skills ...

New

Modera Wealth Management

Financial Advisor

Westwood, MA · On-site +1

$150K - $170K/yr

We are looking for a Financial Advisor in Westwood, MA that is responsible for developing and ... Other factors which directly impact pay for individual associates include: experience, skills ...

New

Moody Street Group

Financial Advisor

Boston, MA

... associates. We are interested in meeting highly motivated, success-oriented individuals with ... Our Financial Services Sales Representatives , utilize a values based approach and market primarily ...

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All JobsStifel Financial Advisor Associate JobsStifel Financial Advisor Associate Jobs in Needham, MA

Stifel Financial Advisor Associate information

See Needham, MA salary details

$41.9K

$73.2K

$122.6K

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

As of Aug 27, 2026, the average yearly pay for stifel financial advisor associate in Needham, MA is $73,159.00, according to ZipRecruiter salary data. Most workers in this role earn between $43,600.00 and $89,900.00 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 Needham, MA?

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

What job categories do people searching Stifel Financial Advisor Associate jobs in Needham, MA look for?

The top searched job categories for Stifel Financial Advisor Associate jobs in Needham, MA are:

What cities near Needham, MA are hiring for Stifel Financial Advisor Associate jobs?

Cities near Needham, MA with the most Stifel Financial Advisor Associate job openings:

Stifel Financial Advisor Associate jobs near you

Venture Banking Credit Risk Officer

Stifel

Boston, MA • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 10 days ago

Stifel rating

8.3

Company rating: 8.3 out of 10

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 Venture Banking Credit Risk Officer is responsible for the overall application and effectiveness of the Bank's credit policy and procedures. This position will work directly with senior management and the lending departments to facilitate the underwriting and origination of new loans, adjudication of credit requests, monitoring of the Bank's loan portfolio credit quality, and the supervising and training of the Bank's credit analysts.
What We're Looking For
  • Understand and apply the Bank's established credit practices, policies and procedures to support the Bank's risk appetite.
  • Identify and assess risks associated with each credit request for new and existing clients.
  • Review structures and make decisions and recommendations on complex credit requests.
  • Collaborate with lenders and the credit team to balance risk and profitability.
  • Mentor and assist in the development of credit analysts and lenders.
  • Monitor the Loan Policy to apply and adapt it to state of the market and bank's risk tolerance.
  • Assist the Chief Credit Officer with special projects and designated credits based upon subject matter expertise.
  • Serve as a member of Loan Committee as assigned by the Board of Directors and senior bank management.
  • Manage the aggregate risk in the Bank's loan portfolio.

What You'll Bring
  • Understand and comply with all bank regulations.
  • Advanced knowledge of the loan market and various industry regulations.
  • Effectively communicate with bank executive management, lenders and staff, as well as firm investment bankers and equity research analysts.
  • Strong team leadership skills to acquire, coach, develop, and retain talent.

Education & Experience
  • Minimum Required: Bachelor's degree in Finance, Accounting, or related field, or equivalent combination of education and work experience.
  • Minimum Required: 12+ years' of experience in venture credit analysis, underwriting, or risk management.

Licenses & Credentials
  • Minimum Required: None.

Systems & Technology
  • Proficient in Microsoft Excel, Word, PowerPoint, Outlook.

Compensation Range
Salary: -
Actual salaries may vary, and may be based on several factors, including but not limited to each candidate's qualifications, skills, and overall competencies for the position. The base salary is one component of Stifel's overall compensation package for each individual employee. Other benefits and offerings include, but not limited to, discretionary bonuses, health / dental / vision / prescription insurance offerings, Stifel Total Health Connect, flexible spending accounts, tuition & certification assistance programs, paid time off, and much, much more! To view a more comprehensive list of Stifel's current offerings, please visit https://www.stifel.com/careers/benefits. Applications are accepted until the position is filled.
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's bank and trust companies are equal opportunity employers. All candidates will be considered without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, veteran status, genetic information or any other protected characteristic under applicable law. If you would like more information regarding Equal Employment Opportunity rights and protections, please review the following information: Know Your Rights.
Stifel is an Equal Opportunity Employer.

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