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Stifel Financial Advisor Associate Jobs in Spring Hill, FL

Truist

Brokerage Regional Support Director

Tampa, FL · On-site

Specific activities may change from time to time. 1. Manage the Client/Branch Service Associates and their daily activities in support of the Financial Advisor and Regional Director, including ...

Truist

Brokerage Regional Support Director

Tampa, FL · On-site

Specific activities may change from time to time. 1. Manage the Client/Branch Service Associates and their daily activities in support of the Financial Advisor and Regional Director, including ...

H&R Block

Block Advisors Tax Advisor

Palm Harbor, FL · On-site

Conduct in-depth client interviews to understand financial situations, life changes, and tax ... That same commitment to care extends to our associates. When you join us, you become part of a High ...

H&R Block

Block Advisors Tax Advisor

Port Richey, FL · On-site

Conduct in-depth client interviews to understand financial situations, life changes, and tax ... That same commitment to care extends to our associates. When you join us, you become part of a High ...

H&R Block

Block Advisors Tax Advisor

Tampa, FL · On-site

Conduct in-depth client interviews to understand financial situations, life changes, and tax ... That same commitment to care extends to our associates. When you join us, you become part of a High ...

H&R Block

Block Advisors Tax Advisor

Spring Hill, FL · On-site

Conduct in-depth client interviews to understand financial situations, life changes, and tax ... That same commitment to care extends to our associates. When you join us, you become part of a High ...

H&R Block

Block Advisors Tax Advisor

Trinity, FL · On-site

Conduct in-depth client interviews to understand financial situations, life changes, and tax ... That same commitment to care extends to our associates. When you join us, you become part of a High ...

Aionios LLC

Public Finance Associate

Tampa, FL · On-site

$180K - $210K/yr

Advising developers on complex commercial real estate development projects * Handling sophisticated ... Working directly with developers, financial stakeholders, and project teams * Supporting large ...

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Stifel Financial Advisor Associate information

See Spring Hill, FL salary details

$32.7K

$57K

$95.4K

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

As of Sep 8, 2026, the average yearly pay for stifel financial advisor associate in Spring Hill, FL is $56,976.00, according to ZipRecruiter salary data. Most workers in this role earn between $33,900.00 and $70,000.00 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 Spring Hill, FL?

For Stifel Financial Advisor Associate jobs in Spring Hill, FL, the most frequently searched job titles are:

What job categories do people searching Stifel Financial Advisor Associate jobs in Spring Hill, FL look for?

The top searched job categories for Stifel Financial Advisor Associate jobs in Spring Hill, FL are:

What cities near Spring Hill, FL are hiring for Stifel Financial Advisor Associate jobs?

Cities near Spring Hill, FL with the most Stifel Financial Advisor Associate job openings:

Stifel Financial Advisor Associate jobs near you
Infographic showing various Stifel Financial Advisor Associate job openings in Spring Hill, FL as of June 2026, with employment types broken down into 48% Full Time, 47% Part Time, 2% Temporary, 2% Contract, and 1% Nights. Highlights an 1% Physical, and 99% Remote job distribution, with an average salary of $56,976 per year, or $27.4 per hour.

Registered Client Service Associate

Morgan Stanley

Tampa, FL • On-site

Full-time

Posted 13 days ago

Morgan Stanley rating

8.3

Company rating: 8.3 out of 10

Based on 157 frontline employees who took The Breakroom Quiz

36th of 154 rated financial services

Job description

POSITION SUMMARY
Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business through engaging and utilizing the full capabilities of the firm. This is a key role that requires an understanding of firm policies, procedures and firm capabilities in order to deliver the full firm to clients.
DUTIES and RESPONSIBILITIES
CLIENT SUPPORT
  • Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance and making sure key information and documentation remains current
  • Identify and assist with Firm services and solutions that support clients' needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile
  • Confirm authorization and authenticate client when processing requests
  • Onboard and maintain client accounts, including collecting client information and required documentation, capturing and assessing risk, processing money movement transactions and handling estate needs as examples
  • Input orders at the direction of clients and/or Financial Advisor(s), discuss reinvestment options and corporate actions with clients at the direction of Financial Advisors
  • Prepare financial plans, client reports, and other materials for client meetings
  • Review and take appropriate action on client account alerts

OTHER
  • Partner with Financial Advisor(s) in developing a business plan and delivering against a client service model
  • Support the team's marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars
  • Actively engage in available training and education programs - including firm strategic priorities, professional development and staying current on policies, procedures and new platforms and attend scheduled targeted/monthly field service professional and/or training calls
  • Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings, prepare travel & expense reports, and file & calendar maintenance
  • Proactively participate in firm initiatives directed by local management
  • Regularly seek opportunities to use firm resources for peer sharing and collaborating with Financial Advisors

EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS
Education and/or Experience
  • Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
  • Two or more years of industry experience preferred
  • High School Diploma/Equivalency
  • College degree preferred

Knowledge/Skills
  • Strong industry, product, and branch procedures knowledge
  • Exceptional writing, interpersonal and client service skills
  • Detail oriented with superior organizational skills and ability to prioritize tasks
  • Strong computer skills and knowledge of Microsoft Office products
  • Team player with the ability to collaborate with others
  • Ability to work in a fast-paced, evolving environment
  • Goal oriented, self-motivated and results driven
  • Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts

Reports To
  • Business Service Officer

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.

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About Morgan Stanley

Sourced by ZipRecruiter

Since our founding in 1935, Morgan Stanley has been committed to serving local and global communities by being a market leader in Investment Banking, Securities, Investment Management and Wealth Management services. Our belief that capital can work to benefit all of society inspires us to put our clients first, lead with exceptional ideas, hold our business to high ethical standards, and give back to communities around the world through philanthropy and public works. We have a smart casual dress code and operate under a philosophy that balances work with your personal life. Our people's talent, passion, and expertise is the fuel on which our organization runs, therefore, our people are our greatest asset. Diversity and inclusiveness is a critical component for our success and it is our priority to continue building a firm that values the unique background and identity of every one of our employees, thus enabling our people to bring their full, and best selves to work each day. Teamwork is the essence of our approach, and so are the values of integrity, excellence, and enabling our people to achieve at the highest levels. We invite you to learn more about our commitment to diversity and serving our community.

Industry

Finance and insurance and software development

Company size

10,000+ Employees

Headquarters location

New York, NY, US

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