1

Stifel Financial Advisor Associate Jobs (NOW HIRING)

Financial Advisor Associate

Edina, MN · On-site

$43K - $43K/yr

About Our Company We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people ...

We work to ensure that every associate embraces what makes Pinnacle different and unique. For us ... Summary of Position A Financial Advisor Assistant (FAA) should demonstrate commitment to delivering ...

next page

Showing results 1-20

Stifel Financial Advisor Associate information

See salary details

$38.5K

$67.2K

$112.5K

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

As of Jun 21, 2026, the average yearly pay for stifel financial advisor associate in the United States is $67,157.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,000.00 and $82,500.00 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, and why are they important?

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 does a financial advisor associate do?

A financial advisor associate supports financial advisors by preparing client reports, conducting research, and assisting with financial planning and investment strategies. They often handle administrative tasks, communicate with clients, and may pursue certifications like the Series 7 or Series 66 to enhance their knowledge and credentials.

How much do Stifel advisors make?

Stifel Financial Advisor Associates typically earn a base salary plus commissions and bonuses based on client assets and sales performance. Total compensation can range widely, often from $50,000 to over $100,000 annually, depending on experience, performance, and location. Many advisors also earn additional income through client referrals and ongoing service fees.

How much does an Associate VP at Stifel make?

An Associate Vice President (AVP) at Stifel Financial typically earns between $100,000 and $150,000 annually, with compensation often including bonuses and commissions based on performance. Salary can vary depending on experience, location, and client portfolio size.

Is $200,000 enough to work with a financial advisor?

As a Stifel Financial Advisor Associate, having $200,000 in assets can be sufficient to open an account or start working with a financial advisor, depending on the services and investment strategies involved. Many advisors require minimum investments that vary widely, often ranging from a few thousand to several hundred thousand dollars. It is advisable to consult directly with a financial advisor to understand specific requirements and suitable investment options based on your financial goals.

What are Stifel Financial Advisor Associates?

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.
More about Stifel Financial Advisor Associate jobs
What cities are hiring for Stifel Financial Advisor Associate jobs? Cities with the most Stifel Financial Advisor Associate job openings:
What states have the most Stifel Financial Advisor Associate jobs? States with the most job openings for Stifel Financial Advisor Associate jobs include:
What job categories do people searching Stifel Financial Advisor Associate jobs look for? The top searched job categories for Stifel Financial Advisor Associate jobs are:
Infographic showing various Stifel Financial Advisor Associate job openings in the United States as of June 2026, with employment types broken down into 2% As Needed, 41% Full Time, 54% Part Time, 1% Temporary, 1% Contract, and 1% Nights. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $67,157 per year, or $32.3 per hour.
Deputy General Counsel - Bank & Trust

Deputy General Counsel - Bank & Trust

Stifel

Saint Louis, MO • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 28 days ago


Stifel rating

8.2

Company rating: 8.2 out of 10

Based on 21 frontline employees who took The Breakroom Quiz


Job description

Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole.

Let’s talk about how you can find your place here at Stifel, where success meets success.


The Deputy General Counsel will provide legal advice and document negotiation to Stifel Financial Corp.’s subsidiary banks and trust companies (collectively, the “Banks”). In cooperation with the management of the Banks and their parent company, the candidate will advise and collaborate with business partners on various issues and business initiatives, such as deposit and loan related matters.


  • Advises on deposit and treasury management related products and services, including ACH, wire transfers, remote deposit capture, credit cards, and online banking, as well as the resolution of disputes concerning the products and services.
  • Drafts client and internal facing deposit and treasury management related documents. Advises on and documents commercial and consumer loan transactions and loan workouts, as needed. Loans may include private banking loans, Regulation U loans, real estate, and venture and fund lending loans.
  • Assists with due diligence for loan and deposit accounts and transactions, including the drafting and review of corporate and trust documents.
  • Manages and reviews work performed by outside counsel.
  • Advises the Banks’ and Stifel Financial Corp.’s management, as well as the firm’s associates, concerning contractual matters.
  • Advises, drafts, and negotiates contracts.
  • Interprets laws, rulings and regulations involving the Banks’ business lines, including mortgage and other consumer lending.
  • Analyzes risks associated with a wide variety of issues.
  • Gathers evidence to formulate defenses to potential claims.
  • Works with outside counsel to represent the Banks in litigation, arbitration, or in certain cases directly before government and regulatory agencies, as required.
  • Conducts legal research to assist in the bank’s business growth.
  • Assists in general corporate legal drafting.

  • Deep knowledge of the laws and regulations enforced by the CFPB, the Board of Governors of the Federal Reserve System, the FDIC, the OCC, and other state and federal agencies, as well as their impact on the Banks’ current and future products and services, including deposit and treasury management focused products and services.
  • Adaptability to changing regulatory and business environments.
  • Strong business acumen and ability to translate legal concepts into actionable business strategies. Practical experience with all aspects of deposit and treasury management related products and services, including developing and growing of new products and services, drafting contracts, disclosures and dispute resolution.
  • Expertise with the Uniform Commercial Code in connection with deposit and treasury management focused products and services.
  • Practical knowledge of and experience providing advice regarding laws, rules and regulations relating to banks generally.
  • Working knowledge of the institutional business and how it interacts and collaborates with the wealth management business.
  • Excellent communication (oral and written), research and strategic thinking skills.
  • Ability to work independently in a fast-paced environment.
  • Ability to analyze complex issues and to provide actionable advice.
  • Team and service oriented.
  • Strong work ethic, organizational and time-management skills.
  • A strong interest and willingness to learn new skills.

  • Minimum Required: J.D. degree with a strong academic background and in good standing with the applicable state bar association.
  • Minimum Required: 3+ years' of relevant experience at a law firm or in-house legal department preferably in a financial institution.

  • Minimum Required: Licensed to practice law in Missouri required, licensed to practice law in other states preferred.

  • Proficient in Microsoft Excel, Word, PowerPoint, Outlook.

Stifel is more than 130 years old and still thinking like a start-up.  We are a global wealth management and investment banking firm serious about innovation and fresh ideas.  Built on a simple premise of safeguarding our clients’ money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.

While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations.  Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.  Let’s talk about how you can find your place here at Stifel, where success meets success.

At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.

Stifel is an Equal Opportunity Employer.


What Stifel employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom