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Financial Advisor Associate: Growth, Portfolios & Clients

Stifel

Stifel is seeking a Financial Advisor Associate in Osprey, Florida to support investment services under a Financial Advisor. The ideal candidate will have over 5 years of Financial Services/Brokerage experience and possess strong client engagement skills. Responsibilities include prospecting new clients, performing portfolio evaluations, and maintaining compliance with regulatory standards. Candidates should hold Series 7 and Series 63 or 66 licenses. Stifel offers a comprehensive benefits package, including health, dental, vision, and retirement plans. #J-18808-Ljbffr Stifel

Vacancy posted more than 2 months ago

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