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Stifel Financial Advisor Associate Jobs in Spring Hill, FL

HBK is a growing Top 50 accounting firm according to Accounting Today magazine and a Top 100 registered investmentadvisoryaccording to Financial Advisor Magazine. Our hundreds of collaborating ...

Oath Law & Oath Planning - Estate and Financial Planning Oath is hiring for an Associate Attorney ... About The Team Our team is made up of attorneys, financial advisors, and client service ...

Tax Associate

Lutz, FL · On-site

$53K - $70K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...

Tax Associate

New Port Richey, FL · On-site

$58K - $77K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...

Tax Associate

New Port Richey, FL · On-site

$52K - $70K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...

Tax Associate

Spring Hill, FL · On-site

$49K - $66K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...

Tax Associate

New Port Richey, FL · On-site

$52K - $69K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...

Tax Associate

Tampa, FL · On-site

$55K - $73K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...

Tax Associate

Wesley Chapel, FL · On-site

$51K - $69K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...

Tax Associate

Holiday, FL · On-site

$49K - $66K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...

Tax Associate

Palm Harbor, FL · On-site

$51K - $68K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...

Tax Associate

Weeki Wachee, FL · On-site

$47K - $63K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...

Tax Associate

Land O Lakes, FL · On-site

$48K - $65K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...

Tax Associate

Palm Harbor, FL · On-site

$51K - $68K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...

Tax Associate

Tampa, FL · On-site

$55K - $73K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...

Tax Associate

Brooksville, FL · On-site

$47K - $63K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...

Tax Associate

Spring Hill, FL · On-site

$49K - $66K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...

Showing results 41-60

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 7, 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:

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.

Associate Director- Financial Reporting

Deloitte

Tampa, FL • On-site

Full-time

Posted 8 days ago


Deloitte rating

8.2

Company rating: 8.2 out of 10

Based on 93 frontline employees who took The Breakroom Quiz

48th of 154 rated financial services


Job description

Deloitte is seeking a Firm Enterprise Solutions Associate Director, Controllership to support accounting policy, transaction review, and financial reporting across the US Firms. This role helps drive accurate and reliable financial statements, strengthen controllership processes, and advise stakeholders on accounting matters that affect the firm's financial reporting. The position works across Finance & Administration and enterprise teams to support governance, compliance, and operational execution.

Recruiting for this role ends on September 15th 2026. 

Work You'll Do

As a Firm Enterprise Solutions Associate Director, Controllership on the Controllership team, you will be responsible for:

  • Managing the multiple processes and personnel to support the global platform which enables the financial reporting of the Deloitte US entities
  • Managing the financial reporting team that produces consolidated and subsidiary financial statements for the US Member Firm including statutory reporting and reporting to support quarterly lender compliance communications and debt issuance.
  • Discussing and determining the application of accounting concepts with senior management for presentation in financial statements.
  • Assisting the Managing Director - Financial Reporting on special projects and presenting results to senior leadership.
  • Developing and designing, in cooperation with senior management, any new financial statements or reports (e.g., GAAP, GSA) required or requested.
  • Preparing analyses of partners' capital.
  • Managing responses to various ad-hoc reporting and special reporting requests.
  • Developing and improving existing financial reporting processes with focus on standardization, optimization, and AI enablement.
  • Driving transformation initiatives with a forward-looking mindset and leading change management activities when necessary to support adoption of new processes, technologies, and ways of working.
  • Developing a detailed understanding of the relevant Firms' complex infrastructure and reporting requirements.
  • Supporting end-to-end SAP G/L accounting processes, including reporting methodologies, account analysis, and testing of software modifications.
  • Emphasis on internal controls, continual process improvement, automation, and training of various stakeholders are essential.
  • Managing multiple organization structures for all Deloitte entities including master data maintenance, requiring in-depth communication with the US Firms' Controller, Deloitte LLP Controller, and other Lead Controllers and FP&A to continuously ensure accurate management financial reporting.

A successful candidate would possess these skills:

  • Ability to work independently and collaborate as part of a team
  • Effective written and verbal communication skills
  • Meticulous attention to detail and quality of work product
  • Ability to build and sustain professional relationships
  • Ability to lead projects or workstreams
  • Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment
  • Strong interpersonal skills and professional demeanor
  • Ability to meet deadlines
  • Ability to mentor and provide clear guidance to others

The Team

Deloitte's Controllership function within the Accounting & Compliance function serves as a critical component of the US Firms' Finance & Administration organization. The team provides stewardship over the US Firms' assets by establishing accounting policy and accounting for transactions in a way that supports accurate and reliable financial statements.

Qualifications

Required:

  • Bachelor's degree in Accounting, Finance, or Business
  • Certified Public Accountant (CPA) required
  • 8+ years of experience in controllership, corporate accounting, financial reporting, technical accounting
  • Experience applying United States Generally Accepted Accounting Principles (US GAAP)
  • Experience preparing, reviewing, or overseeing financial statements, journal entries, account reconciliations, and close activities
  • Ability to travel 0-10%, on average, based on the work you do and the clients and industries/sectors you serve.
  • Limited immigration sponsorship may be available.

Preferred:

  • Master's degree in Accounting, Finance, or Business Administration
  • Experience in public accounting
  • Experience supporting a professional services or multi-entity organization
  • Experience with SAP, Workiva and BlackLine
  • Experience with process improvement, automation, or controls optimization
  • Experience partnering with finance, tax, legal, and business stakeholders on accounting matters
  • Experience supporting mergers, acquisitions, restructurings, or other complex transactions

The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $118,700 to $197,800.

You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.

Deloitte is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to participate in the recruiting process, please direct your inquiries to the Global Call Center (GCC) at USTalentCICInbox@deloitte.com.

Qualifications:

Deloitte is seeking a Firm Enterprise Solutions Associate Director, Controllership to support accounting policy, transaction review, and financial reporting across the US Firms. This role helps drive accurate and reliable financial statements, strengthen controllership processes, and advise stakeholders on accounting matters that affect the firm's financial reporting. The position works across Finance & Administration and enterprise teams to support governance, compliance, and operational execution.

Recruiting for this role ends on September 15th 2026. 

Work You'll Do

As a Firm Enterprise Solutions Associate Director, Controllership on the Controllership team, you will be responsible for:

  • Managing the multiple processes and personnel to support the global platform which enables the financial reporting of the Deloitte US entities
  • Managing the financial reporting team that produces consolidated and subsidiary financial statements for the US Member Firm including statutory reporting and reporting to support quarterly lender compliance communications and debt issuance.
  • Discussing and determining the application of accounting concepts with senior management for presentation in financial statements.
  • Assisting the Managing Director - Financial Reporting on special projects and presenting results to senior leadership.
  • Developing and designing, in cooperation with senior management, any new financial statements or reports (e.g., GAAP, GSA) required or requested.
  • Preparing analyses of partners' capital.
  • Managing responses to various ad-hoc reporting and special reporting requests.
  • Developing and improving existing financial reporting processes with focus on standardization, optimization, and AI enablement.
  • Driving transformation initiatives with a forward-looking mindset and leading change management activities when necessary to support adoption of new processes, technologies, and ways of working.
  • Developing a detailed understanding of the relevant Firms' complex infrastructure and reporting requirements.
  • Supporting end-to-end SAP G/L accounting processes, including reporting methodologies, account analysis, and testing of software modifications.
  • Emphasis on internal controls, continual process improvement, automation, and training of various stakeholders are essential.
  • Managing multiple organization structures for all Deloitte entities including master data maintenance, requiring in-depth communication with the US Firms' Controller, Deloitte LLP Controller, and other Lead Controllers and FP&A to continuously ensure accurate management financial reporting.

A successful candidate would possess these skills:

  • Ability to work independently and collaborate as part of a team
  • Effective written and verbal communication skills
  • Meticulous attention to detail and quality of work product
  • Ability to build and sustain professional relationships
  • Ability to lead projects or workstreams
  • Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment
  • Strong interpersonal skills and professional demeanor
  • Ability to meet deadlines
  • Ability to mentor and provide clear guidance to others

The Team

Deloitte's Controllership function within the Accounting & Compliance function serves as a critical component of the US Firms' Finance & Administration organization. The team provides stewardship over the US Firms' assets by establishing accounting policy and accounting for transactions in a way that supports accurate and reliable financial statements.

Qualifications

Required:

  • Bachelor's degree in Accounting, Finance, or Business
  • Certified Public Accountant (CPA) required
  • 8+ years of experience in controllership, corporate accounting, financial reporting, technical accounting
  • Experience applying United States Generally Accepted Accounting Principles (US GAAP)
  • Experience preparing, reviewing, or overseeing financial statements, journal entries, account reconciliations, and close activities
  • Ability to travel 0-10%, on average, based on the work you do and the clients and industries/sectors you serve.
  • Limited immigration sponsorship may be available.

Preferred:

  • Master's degree in Accounting, Finance, or Business Administration
  • Experience in public accounting
  • Experience supporting a professional services or multi-entity organization
  • Experience with SAP, Workiva and BlackLine
  • Experience with process improvement, automation, or controls optimization
  • Experience partnering with finance, tax, legal, and business stakeholders on accounting matters
  • Experience supporting mergers, acquisitions, restructurings, or other complex transactions

The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $118,700 to $197,800.

You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.

Deloitte is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to participate in the recruiting process, please direct your inquiries to the Global Call Center (GCC) at USTalentCICInbox@deloitte.com.

Education:Bachelor's DegreeEmployment Type:

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