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Stifel Financial Advisor Associate Jobs in Racine, WI

Baird

AFAT Advisor Associate

Milwaukee, WI · On-site

Baird's Associate Financial Advice Team (AFAT) is a dedicated financial advisor team focused on delivering a full Wealth Management Experience to Baird Associates and their immediate families. The ...

Johnson Financial Group

Financial Advisor

Racine, WI · On-site

This is a rare opportunity for a Financial Advisor to step into a lead advisor role within a bank ... Lead a team of associates, setting and exceeding performance goals while fostering teamwork and ...

Johnson Financial Group

Financial Advisor

Racine, WI · On-site

This is a rare opportunity for a Financial Advisor to step into a lead advisor role within a bank ... Lead a team of associates, setting and exceeding performance goals while fostering teamwork and ...

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Stifel Financial Advisor Associate information

See Racine, WI salary details

$36.1K

$63K

$105.5K

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

As of Aug 6, 2026, the average yearly pay for stifel financial advisor associate in Racine, WI is $62,972.00, according to ZipRecruiter salary data. Most workers in this role earn between $37,500.00 and $77,400.00 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?

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 Racine, WI? For Stifel Financial Advisor Associate jobs in Racine, WI, the most frequently searched job titles are:
What cities near Racine, WI are hiring for Stifel Financial Advisor Associate jobs? Cities near Racine, WI with the most Stifel Financial Advisor Associate job openings:
Stifel Financial Advisor Associate jobs near you

AFAT Advisor Associate

Baird

Milwaukee, WI • On-site

Full-time

Retirement

Posted 14 days ago

Baird rating

8.5

Company rating: 8.5 out of 10

Based on 11 frontline employees who took The Breakroom Quiz

Job description

About the Role:
Baird's Associate Financial Advice Team (AFAT) is a dedicated financial advisor team focused on delivering a full Wealth Management Experience to Baird Associates and their immediate families. The team provides personalized guidance across a range of financial topics, including retirement planning, investment consulting, debt management, education funding, and firm-specific benefits.
AFAT Advisor Associates play a key role in building strong relationships and helping clients make informed decisions about their financial futures. In this client-facing role, you'll collaborate with team members and internal partners to create and deliver customized financial plans, lead educational conversations, and identify investment solutions tailored to each client's goals. You'll also proactively engage with associates to build awareness, and support the follow-up and implementation of planning opportunities. This is a unique opportunity to make a meaningful impact while working in a collaborative, service-driven environment.
The Impact You'll Make:
  • Operate within the team's client service and wealth management strategy to ensure high quality client service.
  • Engage with associate clients and their immediate family by understanding their needs and providing education, financial planning and investment advice using our standard of care.
  • Review, research and analyze data to create customized, annual financial plans for associate clients.
  • Sit in on financial planning meetings with clients in partnership with other team members.
  • Support financial education, such as debt management, 401k/retirement planning, Baird benefits, and other associate offerings.
  • Leverage planning results in partnership with other team members to identify the best investment solutions to implement.
  • Assist with marketing efforts, such as educational resources, department presentations and communications to build awareness and engagement with Baird associates.
  • Proactively reach out to associates to increase awareness and engagement and offer recommendations on how our team can add more value and how they can maximize Baird benefits.
  • Support other team members with meeting prep, documentation, follow up, and support the closing of opportunities identified to help associates meet their financial goals.
  • Performs other duties and special projects as necessary.
  • Directly supporting our associates in building strong financial futures.
  • Supportive and collaborative team that values achieving great results for our clients and giving back to the communities where we live and work.
  • Competitive benefits and a culture that cares about your well-being.

What You'll Bring to Baird:
  • Minimum of one year of industry experience in a client facing role.
  • Must hold SIE, Series 7/66 or Series 7/63/65 licenses
  • Committed to pursuing and achieving specialized professional designations (i.e., CFP, CPWA, CPA) or higher-level education equivalent within one year of assuming the role.
  • Must have an undergraduate degree.
  • Proven self-starter, highly motivated, with the ability to work independently and within a team.
  • Demonstrated ability to build trusted relationships and influence outcomes across diverse stakeholders.
  • Ability to lead client conversations with professionalism, empathy, and confidence.
  • Great organizational skills with the ability to manage multiple priorities while maintaining attention to detail.
  • Collaborative mindset with a commitment to supporting team goals, sharing best practices, and fostering a positive culture.
  • Excellent presentation skills and written communication skills.

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