Financial Advisor Associate-investments & Portfolio Analyst

Stifel Financial Corp

Denver, CO, US
Base: usd $150,000.00pyr - usd $175,000.00pyr; bon...
Remote
Series 7 license required
Series 63/65 or 66 license required
5+ years financial services experience
The role blends relationship management with research-driven analysis to help clients achieve their financial goals

Job Summary

  • The role blends relationship management with research-driven analysis to help clients achieve their financial goals.
  • Stifel offers a comprehensive benefits package including health insurance, 401k, wellness initiatives, and paid time off.
  • Candidates will act as a secondary point of contact for clients while supporting the Financial Advisor in delivering investment solutions.

Matching Summary

The role blends relationship management with research-driven analysis to help clients achieve their financial goals.

Salary

Base: USD $150,000.00/Yr - USD $175,000.00/Yr; Bonus: Discretionary bonuses available; Benefits: Health/dental/vision, 401k, tuition assistance

Skills & Requirements

Must-have

  • Series 7 license required
  • Series 63/65 or 66 license required
  • 5+ years financial services experience
  • Portfolio construction and monitoring
  • Client risk tolerance assessment

Nice-to-have

  • Strong business development skills
  • Excellent communication abilities
  • Detail-oriented analytical mindset
  • High ethical standards in regulated environment

Key Requirements

  • Bachelor's degree in relevant field
  • Minimum 5 years brokerage experience
  • Active Series 7 license
  • Active Series 63/65 or 66 license

Work Rights

Not specified

Tailored Resume

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