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Stifel Financial Advisor Associate Jobs (NOW HIRING)

Stifel

Branch Manager

Great Falls, MT

Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where ... Supervise Financial Advisor businesses to identify patterns and trends, and mitigate risk, exposure ...

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Stifel Financial Advisor Associate information

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$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
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Stifel Financial Advisor Associate jobs near you
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.

Financial Advisor Associate (TRAINING & LICENSING PROVIDED)

Wisepath Group

Westminster, CO • On-site, Remote

$60K - $120K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 12 days ago

Job description

Financial Advisor Associate
Training, Licensing & Mentorship Provided
Remote / Hybrid Opportunities Available
Launch a Career That Can Change Your Future
Most people never find a career that allows them to make a meaningful impact, build professional independence, create long-term wealth, and enjoy unlimited growth opportunities.
Financial advising offers all of those possibilities.
At Strategic Financial Concepts (SFC), we're looking for ambitious, coachable, and driven individuals who want more than just a job. We're looking for future leaders who want a career with purpose, growth, and the opportunity to build something meaningful.
No prior financial services experience is required.
If you're motivated, relationship-oriented, and eager to learn, we'll provide the training, mentorship, and support needed to help you succeed.
Why Join Strategic Financial Concepts?
Many professionals join SFC because they are looking for:
• Greater income potential
• A clear professional career path
• Meaningful work that helps others
• Mentorship from experienced advisors
• Leadership development opportunities
• Business ownership potential
• Long-term financial growth
• A career where effort directly impacts success
Why This Career Is Different
This isn't a call center role.
This isn't a transactional sales position.
This is an opportunity to become a trusted advisor who helps individuals, families, and business owners make important financial decisions that impact their future.
You'll learn how to build meaningful relationships, develop professional expertise, and create a rewarding career helping others pursue financial confidence.
What You'll Gain
Professional Development
  • Life & Health Insurance Licensing Support
  • Industry Training & Education
  • Ongoing Professional Development
  • Leadership Development Programs
  • Career Advancement Opportunities
Mentorship & Support
  • Hands-On Mentorship
  • Joint Work Opportunities
  • Experienced Advisor Coaching
  • Collaborative Team Environment
Technology & Resources
  • Advanced Financial Planning Technology
  • CRM & Client Relationship Tools
  • Marketing & Business Development Resources
Compensation & Growth
First-Year Target Earnings
$60,000 - $120,000+
Additional Opportunities
  • Performance-Based Compensation
  • Uncapped Earning Potential
  • Residual Income Opportunities
  • Leadership Advancement Opportunities
  • Long-Term Career Growth

Your income is directly tied to your effort, development, and ability to build meaningful client relationships.
Who Succeeds at SFC?
Many successful advisors come from backgrounds such as:
  • Sales
  • Customer Service
  • Hospitality
  • Athletics
  • Military Service
  • Entrepreneurship
  • Education
  • Banking
  • Insurance
  • Business Development

Successful candidates are typically:
  • Goal-Oriented
  • Coachable
  • Competitive
  • Relationship-Focused
  • Self-Motivated
  • Professional
  • Driven to Help Others
Comprehensive Benefits Package
Health & Financial Benefits
  • Medical Insurance
  • Dental Insurance
  • Vision Insurance
  • Life Insurance
  • Disability Insurance
  • 401(k) with 6% Company Match
Additional Benefits
  • Leadership Development Programs
  • Professional Training & Education
  • Recognition Programs
  • Incentive Travel Opportunities
  • Mentorship & Coaching
Career Path
At Strategic Financial Concepts, we believe in promoting from within and creating opportunities for long-term growth.
Financial Advisor Associate
↓
Financial Advisor
↓
Senior Financial Advisor
↓
Managing Advisor
↓
Regional Director
↓
Executive Leadership
About Strategic Financial Concepts
Our Goal Is Your Success.
Strategic Financial Concepts helps individuals, families, and business owners pursue financial confidence through comprehensive planning strategies while providing advisors with the training, mentorship, technology, and support needed to build successful careers.
Ready to Take the Next Step?
If you're looking for a career that offers professional growth, unlimited potential, mentorship, and the opportunity to make a meaningful impact, we'd love to hear from you.
Apply today and start building your future with Strategic Financial Concepts.
We are committed to equal opportunity and diversity in the workplace. We consider all qualified applicants without regard to race, color, religion, gender, sexual orientation, national origin, disability, or veteran status. All inquiries and applications are kept confidential.

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