We connect financial institutions, corporations, merchants and consumers to one another millions of ... Current associates who require a workplace accommodation should refer to Fiserv's Disability ...
We connect financial institutions, corporations, merchants and consumers to one another millions of ... Current associates who require a workplace accommodation should refer to Fiserv's Disability ...
Service Advisor
South Milwaukee, WI · On-site
About DBHW Wealth Partners DBHW Wealth Partners is a leading investment management, financial, and ... Associate's degree preferred. * Series 63, 65, and 66 certifications are preferred. * Series 7 ...
Service Advisor
South Milwaukee, WI · On-site
About DBHW Wealth Partners DBHW Wealth Partners is a leading investment management, financial, and ... Associate's degree preferred. * Series 63, 65, and 66 certifications are preferred. * Series 7 ...
Client Service Associate
$50K - $60K/yr
The CSA associates generate several types of client-ready proposals and reports for both Russell ... Work with financial advisors, sponsors and account administrators to coordinate the account opening ...
New
Client Service Associate
$50K - $60K/yr
The CSA associates generate several types of client-ready proposals and reports for both Russell ... Work with financial advisors, sponsors and account administrators to coordinate the account opening ...
New
The Investment ProductsConsultantis responsible forpartnering with Financial Advisors, Branch Associates,Portfolio Managers, and other Key Partners seeking information on mutual funds ...
The Investment ProductsConsultantis responsible forpartnering with Financial Advisors, Branch Associates,Portfolio Managers, and other Key Partners seeking information on mutual funds ...
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 ...
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 ...
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 ...
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 ...
Trust Officer Sr
$91K - $196K/yr
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
$91K - $196K/yr
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 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) ...
Client Service Associate
Milwaukee, WI · On-site
$65K - $70K/yr
Team Sadoff in our Milwaukee, WI office is looking for a Client Service Associate to join the Client Service Team as a liaison between the client and the Financial Advisor (FA). You will work with ...
Client Service Associate
Milwaukee, WI · On-site
$65K - $70K/yr
Team Sadoff in our Milwaukee, WI office is looking for a Client Service Associate to join the Client Service Team as a liaison between the client and the Financial Advisor (FA). You will work with ...
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) ...
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) ...
Client Service Associate
Milwaukee, WI · On-site
$65K - $70K/yr
Team Sadoff in our Milwaukee, WI office is looking for a Client Service Associate to join the Client Service Team as a liaison between the client and the Financial Advisor (FA). You will work with ...
Client Service Associate
Milwaukee, WI · On-site
$65K - $70K/yr
Team Sadoff in our Milwaukee, WI office is looking for a Client Service Associate to join the Client Service Team as a liaison between the client and the Financial Advisor (FA). You will work with ...
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
... 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 ...
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 ...
PMA Services Associate
$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 ...
PMA Services Associate
$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 ...
Consumer Finance Associate Attorney
Milwaukee, WI · On-site
$260K - $310K/yr
Consumer Finance Associate Attorney Direct Counsel is seeking a Consumer Finance Associate Attorney ... Advise financial institutions and FinTech companies on compliance with federal and state consumer ...
Quick apply
Consumer Finance Associate Attorney
Milwaukee, WI · On-site
$260K - $310K/yr
Consumer Finance Associate Attorney Direct Counsel is seeking a Consumer Finance Associate Attorney ... Advise financial institutions and FinTech companies on compliance with federal and state consumer ...
Lead, coach, and develop Associate through Senior Analyst-level talent, providing day-to-day ... Actively engage with Baird Financial Advisors through calls, presentations, written insights, and ...
Lead, coach, and develop Associate through Senior Analyst-level talent, providing day-to-day ... Actively engage with Baird Financial Advisors through calls, presentations, written insights, and ...
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 ...
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 ...
Lead, coach, and develop Associate through Senior Analyst-level talent, providing day-to-day ... Actively engage with Baird Financial Advisors through calls, presentations, written insights, and ...
Lead, coach, and develop Associate through Senior Analyst-level talent, providing day-to-day ... Actively engage with Baird Financial Advisors through calls, presentations, written insights, and ...
Overview Are you a paraplanner, wealth assistant or client service professional ready to take the next step toward becoming a Wealth Advisor? Johnson Financial Group is looking for a Wealth Associate ...
Overview Are you a paraplanner, wealth assistant or client service professional ready to take the next step toward becoming a Wealth Advisor? Johnson Financial Group is looking for a Wealth Associate ...
Overview Are you a paraplanner, wealth assistant or client service professional ready to take the next step toward becoming a Wealth Advisor? Johnson Financial Group is looking for a Wealth Associate ...
Overview Are you a paraplanner, wealth assistant or client service professional ready to take the next step toward becoming a Wealth Advisor? Johnson Financial Group is looking for a Wealth Associate ...
Stifel Financial Advisor Associate information
See Racine, WI salary details
$40.9K is the 25th percentile. Wages below this are outliers.
$36.1K - $42.4K
33% of jobs
$42.4K - $48.7K
1% of jobs
$48.7K - $55K
9% of jobs
The median wage is $58.4K / yr.
$55K - $61.3K
13% of jobs
$61.3K - $67.6K
7% of jobs
$67.6K - $73.9K
12% of jobs
$74.1K is the 75th percentile. Wages above this are outliers.
$73.9K - $80.3K
9% of jobs
$80.3K - $86.6K
6% of jobs
$86.6K - $92.9K
5% of jobs
$92.9K - $99.2K
2% of jobs
$99.2K - $105.5K
2% of jobs
$36.1K
$63K
$105.5K
How much do stifel financial advisor associate jobs pay per year?
What is the difference between Stifel Financial Advisor Associate vs Financial Advisor?
| Aspect | Stifel Financial Advisor Associate | Financial Advisor |
|---|---|---|
| Credentials | Series 7, 66/63, and other licenses; relevant education | Series 7, 66/63, and often CFP or other certifications |
| Work Environment | Supportive team within a brokerage firm, client-facing | Client-focused, providing personalized financial planning and investment advice |
| Employer & Industry Usage | Used within brokerage firms like Stifel, financial services industry | Used 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?
What is a Stifel Financial Advisor Associate?
What are some common challenges faced by Stifel Financial Advisor Associates during their first year, and how can they overcome them?
Full-time
Re-posted 24 days ago
Fiserv rating
7.7
Based on 95 frontline employees who took The Breakroom Quiz
105th of 150 rated financial services
Job description
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
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