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Stifel Financial Advisor Associate Jobs in Racine, WI

The Investment Products Consultant is responsible for partnering with Financial Advisors, Branch Associates, Portfolio Managers, and other Key Partners seeking information on mutual funds and ETFs ...

Certified Trust and Financial Advisor (CTFA) or Certified Financial Planner (CFP) designation ... associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays ...

Trust Officer Sr

Milwaukee, WI · On-site

$117K - $173K/yr

Certified Trust and Financial Advisor (CTFA) or Certified Financial Planner (CFP) designation ... UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) ...

Trust Officer

Milwaukee, WI · On-site

$81K - $120K/yr

Certified Trust and Financial Advisor (CTFA) or Certified Financial Planner (CFP) designation ... UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) ...

PMA Services Associate

Milwaukee, WI · On-site

$55K - $60K/yr

... email) to financial advisors to assist with onboarding and maintenance of client accounts ... all associates and employment applicants regardless of race, religion, ancestry, creed, color ...

PMA Services Associate

Milwaukee, WI · On-site

$55K - $60K/yr

Proactive communication (phone and email) to financial advisors to assist with onboarding and ... all associates and employment applicants regardless of race, religion, ancestry, creed, color ...

Trust Strategist

Milwaukee, WI · On-site

$119K - $154K/yr

Partner with Baird Financial Advisors, Market Directors, and other PWM associates to answer questions and provide thought leadership for the PWM client base * Make presentations on a variety of ...

Showing results 41-60

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:

Solutions Architecture - Advisor II

Fiserv, Inc.

Milwaukee, WI • On-site

Full-time

Re-posted 24 days ago


Fiserv rating

7.7

Company rating: 7.7 out of 10

Based on 95 frontline employees who took The Breakroom Quiz

105th of 150 rated financial services


Job description

Calling all innovators - find your future at Fiserv.
We're Fiserv, a global leader in Fintech and payments, and we move money and information in a way that moves the world. We connect financial institutions, corporations, merchants and consumers to one another millions of times a day - quickly, reliably, and securely. Any time you swipe your credit card, pay through a mobile app, or withdraw money from the bank, we're involved. If you want to make an impact on a global scale, come make a difference at Fiserv.
Job Title
Solutions Architecture - Advisor II
TITLE: Solutions Architecture - Advisor II
EMPLOYER: Fiserv Solutions, LLC
LOCATION: Milwaukee, WI (and various unanticipated locations throughout the US subject to authorization from management)
DUTIES: Gather requirements, prepare functional specifications, and design different processes related to migration of existing contracts and sales contracts in RAR tool. Resolve issues in accounting and revenue areas; prepare master business processes; organize workshops with key stakeholders and present business processes in revenue recognition in SAP S4 HANA systems; and provide requirement tractability matrix. Work on integration of RAR with FICA and SD modules. Implement and support business with hybris cloud platform as front end and S/4 HANA as back end. Configure condition techniques; price procedures and its application in the areas including Pricing, Rebates, Account determination, output and free goods determination; and configure sales, delivery and billing documents by working on OTC cycle issues. Understand the business requirements and suggest the go-forward process. Prepare, design, document, and conduct solution review meetings with business owners and IT managers. Provide ongoing support, troubleshoot issues, and perform system upgrades or patches. Recommend process enhancements using SAP capabilities to improve operational efficiency.
REQUIREMENTS: Bachelor's degree (3-year foreign degree accepted) in Computer Science, Engineering or a related field and 4 years in any job title involving technical implementation experience in Revenue Accounting and Reporting (RAR) module. Prior experience must include: 4 years of SAP Sales and Distribution (SD) and SAP Revenue Accounting and Reporting (RAR) implementation, configuration, and support; 4 years working with financial accounting principles including IFRS 15 and ASC 606; 3 years of Finance and Controlling (FICO) configuration; and Completion of at least two end-to-end RAR implementations.
TRAVEL: Up to 10% national and international travel required.
TO APPLY: Apply by selecting "Apply" on this page and following prompts to attach resume and submit.
JOB CODE: VD550
#P3M
It is unlawful to discriminate against a prospective employee due to the individual's status as a veteran.
Our commitment to Equal Opportunity:
Fiserv is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, gender, gender identity, sexual orientation, age, disability, protected veteran status, or any other category protected by law.
If you have a disability and require a reasonable accommodation in completing a job application or otherwise participating in the overall hiring process, please contact AskHR.US@fiserv.com. Please note our AskHR representatives do not have visibility to your application status. Current associates who require a workplace accommodation should refer to Fiserv's Disability Accommodation Policy for additional information.
Note to agencies:
Fiserv does not accept resume submissions from agencies outside of existing agreements. Please do not send resumes to Fiserv associates. Fiserv is not responsible for any fees associated with unsolicited resume submissions.
Warning about fake job posts:
Please be aware of fraudulent job postings that are not affiliated with Fiserv. Fraudulent job postings may be used by cyber criminals to target your personally identifiable information and/or to steal money or financial information. Any communications from a Fiserv representative will come from a legitimate Fiserv email address.

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