Senior Estate & Tax Associate

Stifel Financial Corp

Remote
Remote
Estate and tax planning
Financial goal pursuit
Client relationship building
Stifel is a diversified global wealth management and investment banking company focused on building relationships that help individuals, families, and organizations pursue their financial goals

Job Summary

  • Stifel is a diversified global wealth management and investment banking company focused on building relationships that help individuals, families, and organizations pursue their financial goals.
  • The iconic image of the bull and bear shows the dedication and spirit of each member of our firm.
  • We are individually and collectively committed to using the forces of the market to benefit our clients.

Matching Summary

Stifel is a diversified global wealth management and investment banking company focused on building relationships that help individuals, families, and organizations pursue their financial goals.

Skills & Requirements

Must-have

  • Estate and tax planning
  • Financial goal pursuit
  • Client relationship building

Nice-to-have

  • Think independently
  • Achieve collectively
  • Market forces utilization

Key Requirements

  • Senior level experience
  • Estate and tax expertise

Work Rights

Not specified

Tailored Resume

Cover Letter