Strategic Portfolio Analyst for Growth & Planning
Stifel Financial Corp.
Stifel Financial Corp. is seeking a Portfolio Analyst in Zionsville, Indiana. The successful candidate will facilitate business development by designing customized Financial Plans and Asset Allocation proposals, managing client portfolios, and executing marketing strategies to attract new clients. The ideal candidate will have at least a Bachelor's degree, 4+ years of financial services experience, and holds FINRA Series 7 & 63 licenses. This role requires excellent customer service skills and the ability to manage time effectively. #J-18808-Ljbffr Stifel Financial Corp.
Vacancy posted 2 days ago
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