A Financial Advisor Associate (FAA) should demonstrate commitment to delivering distinctive service. This position will be responsible for supporting Financial Advisors in documenting and processing ...
A Financial Advisor Associate (FAA) should demonstrate commitment to delivering distinctive service. This position will be responsible for supporting Financial Advisors in documenting and processing ...
Financial Advisor Associate
Atlanta, GA · On-site
A Financial Advisor Associate (FAA) should demonstrate commitment to delivering distinctive service. This position will be responsible for supporting Financial Advisors in documenting and processing ...
Financial Advisor Associate
Atlanta, GA · On-site
A Financial Advisor Associate (FAA) should demonstrate commitment to delivering distinctive service. This position will be responsible for supporting Financial Advisors in documenting and processing ...
Stifel strives for a culture that puts its clients and associates first: a culture where everyone ... Assists with transitioning Financial Advisors to the firm which includes processing client mailings ...
New
Stifel strives for a culture that puts its clients and associates first: a culture where everyone ... Assists with transitioning Financial Advisors to the firm which includes processing client mailings ...
New
What You'll Be Doing The Stifel Support Associate II is responsible for aiding in driving ... Assists with transitioning Financial Advisors to the firm which includes processing client mailings ...
New
What You'll Be Doing The Stifel Support Associate II is responsible for aiding in driving ... Assists with transitioning Financial Advisors to the firm which includes processing client mailings ...
New
Financial Advisor Associate
Tampa, FL · On-site
A Financial Advisor Associate (FAA) should demonstrate commitment to delivering distinctive service. This position will be responsible for supporting Financial Advisors in documenting and processing ...
Financial Advisor Associate
Tampa, FL · On-site
A Financial Advisor Associate (FAA) should demonstrate commitment to delivering distinctive service. This position will be responsible for supporting Financial Advisors in documenting and processing ...
A Financial Advisor Associate (FAA) should demonstrate commitment to delivering distinctive service. This position will be responsible for supporting Financial Advisors in documenting and processing ...
A Financial Advisor Associate (FAA) should demonstrate commitment to delivering distinctive service. This position will be responsible for supporting Financial Advisors in documenting and processing ...
What You'll Be Doing The Financial Planning Specialist works with Financial Advisors to gather all ... associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where ...
What You'll Be Doing The Financial Planning Specialist works with Financial Advisors to gather all ... associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where ...
Manager Research Sr Analyst
Saint Louis, MO · On-site +1
$112K - $113K/yr
Provide individualized product research assistance to Stifel's Financial Advisors. Use prompt-based ... associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where ...
Manager Research Sr Analyst
Saint Louis, MO · On-site +1
$112K - $113K/yr
Provide individualized product research assistance to Stifel's Financial Advisors. Use prompt-based ... associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where ...
As a Financial Advisor Associate, you'll step into a space where your learning and growth are pivotal. We're committed to providing you with the tools and mentorship necessary to become proficient in ...
As a Financial Advisor Associate, you'll step into a space where your learning and growth are pivotal. We're committed to providing you with the tools and mentorship necessary to become proficient in ...
Financial Advisor Associate
Des Moines, IA · On-site
$105K/yr
As a Financial Advisor Associate, you'll step into a space where your learning and growth are pivotal. We're committed to providing you with the tools and mentorship necessary to become proficient in ...
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Financial Advisor Associate
Des Moines, IA · On-site
$105K/yr
As a Financial Advisor Associate, you'll step into a space where your learning and growth are pivotal. We're committed to providing you with the tools and mentorship necessary to become proficient in ...
The Financial Planning Specialist works with Financial Advisors to gather all applicable data and ... associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where ...
The Financial Planning Specialist works with Financial Advisors to gather all applicable data and ... associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where ...
Manager Research Sr Analyst
Saint Louis, MO · On-site
$112K - $113K/yr
... and financial advisors. • Provide individualized product research assistance to Stifel ... associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where ...
Manager Research Sr Analyst
Saint Louis, MO · On-site
$112K - $113K/yr
... and financial advisors. • Provide individualized product research assistance to Stifel ... associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where ...
Manager Research Sr Analyst
Saint Louis, MO · On-site +1
$112K - $113K/yr
... and financial advisors. • Provide individualized product research assistance to Stifel ... associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where ...
Manager Research Sr Analyst
Saint Louis, MO · On-site +1
$112K - $113K/yr
... and financial advisors. • Provide individualized product research assistance to Stifel ... associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where ...
... to Stifel Financial Advisors utilizing the platform including general system navigation, key ... associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where ...
... to Stifel Financial Advisors utilizing the platform including general system navigation, key ... associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where ...
Provide general frontline support to Stifel Financial Advisors utilizing the platform including ... associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where ...
Provide general frontline support to Stifel Financial Advisors utilizing the platform including ... associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where ...
Operations Associate-Stifel Support
Saint Louis, MO · On-site
$16.50 - $21.50/hr
Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where ... careers as financial advisors, research analysts, project managers, marketing specialists ...
Operations Associate-Stifel Support
Saint Louis, MO · On-site
$16.50 - $21.50/hr
Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where ... careers as financial advisors, research analysts, project managers, marketing specialists ...
Operations Associate-Stifel Support
Saint Louis, MO · On-site
$16.50 - $21.50/hr
Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where ... careers as financial advisors, research analysts, project managers, marketing specialists ...
Operations Associate-Stifel Support
Saint Louis, MO · On-site
$16.50 - $21.50/hr
Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where ... careers as financial advisors, research analysts, project managers, marketing specialists ...
Cash Prod Banking Services Specialist
Saint Louis, MO · On-site
$18 - $24.25/hr
The Specialist will provide tier-two support to Stifel's financial advisors and client services ... associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where ...
Cash Prod Banking Services Specialist
Saint Louis, MO · On-site
$18 - $24.25/hr
The Specialist will provide tier-two support to Stifel's financial advisors and client services ... associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where ...
Financial Advisor Associate
Honolulu, HI · On-site
$44K - $76K/yr
Assists Financial Advisor and customers with quotes, news and charts as needed. * Assists FA by identifying and soliciting new business opportunities. Contacts new referrals to prescreen and schedule ...
Financial Advisor Associate
Honolulu, HI · On-site
$44K - $76K/yr
Assists Financial Advisor and customers with quotes, news and charts as needed. * Assists FA by identifying and soliciting new business opportunities. Contacts new referrals to prescreen and schedule ...
Operations Associate-Stifel Support
$16.50 - $21.50/hr
Stifel strives for a culture that puts its clients and associates first: a culture where everyone ... careers as financial advisors, research analysts, project managers, marketing specialists ...
Operations Associate-Stifel Support
$16.50 - $21.50/hr
Stifel strives for a culture that puts its clients and associates first: a culture where everyone ... careers as financial advisors, research analysts, project managers, marketing specialists ...
Stifel Financial Advisor Associate information
See salary details
$43.7K is the 25th percentile. Wages below this are outliers.
$38.5K - $45.2K
33% of jobs
$45.2K - $52K
1% of jobs
$52K - $58.7K
9% of jobs
The median wage is $62.3K / yr.
$58.7K - $65.4K
13% of jobs
$65.4K - $72.1K
7% of jobs
$72.1K - $78.9K
12% of jobs
$79.1K is the 75th percentile. Wages above this are outliers.
$78.9K - $85.6K
9% of jobs
$85.6K - $92.3K
6% of jobs
$92.3K - $99K
5% of jobs
$99K - $105.8K
2% of jobs
$105.8K - $112.5K
2% of jobs
$38.5K
$67.2K
$112.5K
How much do stifel financial advisor associate jobs pay per year?
As of Aug 22, 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 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?
| 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.
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:
Synovus rating
8.9
Based on 27 frontline employees who took The Breakroom Quiz
12th of 171 rated banks
Job description
Job Summary:
A Financial Advisor Associate (FAA) should demonstrate commitment to delivering distinctive service. This position will be responsible for supporting Financial Advisors in documenting and processing loans, establishing, and servicing deposit relationships, and ensuring the accuracy of critical data to mitigate risk.
Job Duties and Responsibilities:
The information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job
Pinnacle is an Equal Opportunity Employer committed to fostering an inclusive work environment.
Minimum Education: High School Diploma or Equivalent -- College degree is preferred.
Minimum Experience: Minimum of 10 years' experience in financial services.
Required Knowledge, Skills & Abilities: Proficient in Microsoft Office (Word, Excel, and PowerPoint) or related software. Broad knowledge of bank products and services. Knowledge of federal and state banking regulations and compliance requirements. Excellent interpersonal skills, including verbal and written communication skills. Effective analytical and mathematical reasoning skills with problem-solving ability. Ability to work in a fast-paced environment and work well under pressure with a high degree of accuracy. Excellent client service skills. Tact and diplomacy in dealing with both clients and team members. The physical activities of this job include but are not limited to the ability to stand and sit for prolonged periods of time, use of manual dexterity, verbal communication, visual acuity, repetitive motion, and the ability to hear. Often long periods of mental concentration are required. Other activities are the ability to bend, climb, balance, stoop, kneel, crouch, reach, walk, push, pull, lift, and grasp. This position may require successful registration and issuance of a unique identification number from the Nationwide Mortgage Licensing System (NMLS) in compliance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE ACT). Registration must be accomplished within an established timeframe after initial employment and includes a nationwide finger print check.
A Financial Advisor Associate (FAA) should demonstrate commitment to delivering distinctive service. This position will be responsible for supporting Financial Advisors in documenting and processing loans, establishing, and servicing deposit relationships, and ensuring the accuracy of critical data to mitigate risk.
Job Duties and Responsibilities:
- Provide distinctive service to clients and prospects, in person and over the telephone. Respond to client inquiries and satisfactorily resolve client issues. Support firm-wide achievement of the three-ring standard (all phones answered by a live person within three rings). Prepare new and renewal loan documents. Create a superior client experience with accurate and timely processing of loan packages, while mitigating the firm's risk by following compliance, loan policies, legal and regulatory requirements. Close and disburse loan proceeds and process booking loans within 10 days. Assist Financial Advisors (FAs) in establishing new deposit relationships. Open depository accounts, verify client credentials, obtain all supporting documentation with zero CIP and deposit exceptions over 45 days. Effectively monitor portfolio risk in terms of delinquencies, maturities, and overdrafts. Ensure the accuracy of critical data (i.e., risk ratings, non-accruals, pricing, etc.) to minimize negative impact on the client or firm. Clear all controllable collateral exceptions within 90 days and all collateral exceptions within 180 days. Prepare for and attend weekly meetings with Financial Advisors and Credit Analysts to address monthly recurring tasks in a timely manner and resolve any pending items (past dues, exception items, maturing loans and deposits, etc.) with a focus on critical actions of supported advisors. Meet all the client's financial needs, both business and personal, and refer clients to other specialty areas such as Trust, Investments, Insurance, Treasury Management, etc. as appropriate. Assist other team members as needed to ensure delivery of distinctive service. Perform other related duties and responsibilities as assigned.
The information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job
Pinnacle is an Equal Opportunity Employer committed to fostering an inclusive work environment.
Minimum Education: High School Diploma or Equivalent -- College degree is preferred.
Minimum Experience: Minimum of 10 years' experience in financial services.
Required Knowledge, Skills & Abilities: Proficient in Microsoft Office (Word, Excel, and PowerPoint) or related software. Broad knowledge of bank products and services. Knowledge of federal and state banking regulations and compliance requirements. Excellent interpersonal skills, including verbal and written communication skills. Effective analytical and mathematical reasoning skills with problem-solving ability. Ability to work in a fast-paced environment and work well under pressure with a high degree of accuracy. Excellent client service skills. Tact and diplomacy in dealing with both clients and team members. The physical activities of this job include but are not limited to the ability to stand and sit for prolonged periods of time, use of manual dexterity, verbal communication, visual acuity, repetitive motion, and the ability to hear. Often long periods of mental concentration are required. Other activities are the ability to bend, climb, balance, stoop, kneel, crouch, reach, walk, push, pull, lift, and grasp. This position may require successful registration and issuance of a unique identification number from the Nationwide Mortgage Licensing System (NMLS) in compliance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE ACT). Registration must be accomplished within an established timeframe after initial employment and includes a nationwide finger print check.
About Synovus
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
5,001 - 10,000 Employees
Headquarters location
Columbus, GA, US
Year founded
1888