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Stifel Financial Advisor Associate Jobs in Raleigh, NC

CAPTRUST

Institutional Support Associate II

Raleigh, NC · On-site

CAPTRUST is seeking an Institutional Support Associate II who will support the Financial Advisor Service Team to service and retain institutional client relationships. These relationships may consist ...

Kestra Financial

Client Service Associate

Raleigh, NC · On-site

$14 - $19.50/hr

Client Service Associate Summary The Client Service Associate reports to the Financial Advisors and is critical to appropriately leveraging Advisors' time. This position utilizes excellent customer ...

CAPTRUST

Senior Institutional Associate

Raleigh, NC

CAPTRUST is seeking a Senior Institutional Associate who will support the Financial Advisor Service Team to service and retain institutional client relationships. These relationships may consist of ...

Ivy Way Placements

Client Service Associate

Raleigh, NC · On-site

$80K/yr

Job Title Senior Client Service Associate Raleigh-Durham-Chapel Hill, NC Funny but true: A great ... Whether your long-term goal is becoming a CFP ® , CFA ® , Wealth Advisor, Financial Planner ...

Ivy Way Placements

Client Service Associate

Raleigh, NC · On-site

$80K - $92K/yr

Senior Client Service Associate Raleigh-Durham-Chapel Hill, NC Funny but True: A great Client ... Whether your long-term goal is becoming a CFP ® , CFA ® , Wealth Advisor, Financial Planner ...

CAPTRUST

Business Development Senior Associate

Raleigh, NC

$43K - $59K/yr

The Business Development Senior Associate will engage with financial advisors, internal and external partners in wealth management, to support opportunities that generate new revenue, improve client ...

CAPTRUST

Business Development Senior Associate

Raleigh, NC · On-site

$43K - $59K/yr

The Business Development Senior Associate will engage with financial advisors, internal and external partners in wealth management, to support opportunities that generate new revenue, improve client ...

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Stifel Financial Advisor Associate information

See Raleigh, NC salary details

$37.4K

$65.3K

$109.4K

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

As of Aug 11, 2026, the average yearly pay for stifel financial advisor associate in Raleigh, NC is $65,282.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,900.00 and $80,200.00 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.
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Stifel Financial Advisor Associate jobs near you

Institutional Support Associate II

CAPTRUST

Raleigh, NC • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 17 days ago

Job description

Overview
WHO are we looking for?
CAPTRUST is seeking an Institutional Support Associate II who will support the Financial Advisor Service Team to service and retain institutional client relationships. These relationships may consist of corporate retirement plan investment committees, human resource or employee benefit contacts, and external vendor partners. The candidate must maintain the highest professional and ethical standards, be well-organized, service- oriented, and capable of performing under tight deadlines. Must be adaptable, show ability to retain information and possess a strong attention to detail and interpersonal skills. The work location is our Raleigh, NC office. Primary responsibilities may include the following, among others:
Responsibilities
  • Deliver exceptional service and become a trusted partner to the Financial Advisor Service Team in managing their book of business by ensuring service needs are carried out with the highest level of attention and in a timely manner
  • Develop, compile, and ensure accuracy of quarterly and ad-hoc/client specific reports, spreadsheets, and presentations
  • Oversee critical maintenance/organization of system files, records, and assist with new client onboarding
  • Aid in the retention of existing client relationships by applying the highest level of service to all questions, requests, and deliverables
  • Establish and develop relationships with FA service team and internal business partners
  • Coordinate and manage the efforts of internal business partners to ensure appropriate recommendations for each client
  • Assist in quarterly data collection, auditing, and input of system data
  • Perform other duties and special projects independently or with a team as required by Financial Advisor Service Team or the Institutional Client Services department

Qualifications
Minimum Qualifications:
  • Completion of a four-year college degree in the following areas: Business Administration, Statistics, Finance, or Economics or equivalent years of experience
  • 1-3 years of industry related experience
  • Technical proficiency in navigating CRM system, Microsoft Excel, PowerPoint, OneNote, Adobe and Nitro

Desired Qualifications/Skills:
  • Excellent oral and written communications skills
  • Exceptional attention to every detail and a personal ambition to be error-free
  • Self-motivated and able to work well independently AND with others
  • Excellent math skills and the ability to grasp financial/investment concepts
  • Flexible with changes in priorities and able to handle the pressure of short deadlines
  • Strong time-management skills; maintains a personal calendar/task planner system

WHAT can you expect from your career at CAPTRUST?
Our colleagues, like our clients, tend to stay with CAPTRUST for years. There's a reason for it; it's a great culture in which to work and grow. We all work together, each of us motivating those around us with our commitment to high standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth.
Our Employee Benefits Package shows how much we value our team. Some benefits include:
  • Company discretionary bonus.
  • Health, dental, and vision coverage, employer 401(k) plan and company match, health savings accounts, flexible spending accounts, and voluntary supplemental plans subject to plan terms.
  • Company-paid benefits such as life insurance, short-term disability, and long-term disability, subject to applicable waiting periods.
  • Paid time off (PTO) or Paid Sick Leave (PSL)

WHERE will you be working?
4208 Six Forks Rd #1700 | Raleigh, NC 27609
Due to the nature of the role, this is not a remote or work from home position. #LI-Onsite
HOW do we build a world class organization one brick at a time?
We make it a priority to hire those who have a commitment to service, a real interest in other people, and a passion to continuously improve. Simply put: the difference at CAPTRUST is the quality of our people and depth of our bench. If you are ready to make your mark, we want to talk to you.
Are you the next brick?
To get it done the CAPTRUST Way, an individual should exhibit the following characteristics:
  • Ability to build successful, collaborative, and trusting relationships
  • Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information
  • A strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues, even when faced with challenges
  • Inherent desire to give back to our communities and enrich the lives of those around us
  • An other-centered mindset
  • Integrity through maintaining objectivity

EEO/Diversity Statement:
At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported.
It is our intent to maintain a work environment that is free of harassment, discrimination, or retaliation because of sex (including pregnancy, childbirth, or other related medical conditions), gender, race (including hair texture or hairstyles associated with race), religion, color, national origin, ancestry, physical or mental disability, genetic information, age, sexual orientation, gender identity, gender expression, protected veteran status, uniformed service, or any other status protected by federal, state, or local laws. #entry #associate
This position will remain open until filled.

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