Portfolio Analyst: Elevate Client Wealth & Strategy
Stifel Financial Corp.
Stifel Financial Corp. seeks a Portfolio Analyst to support business development for clientele by building customized Financial Plans and Asset Allocation proposals, and by creating tailored reporting for new and existing clients. The role includes evaluating portfolios, screening prospects for suitability, and making allocation recommendations in coordination with the Investment Representative, while developing marketing strategies to attract clients and manage risk daily. #J-18808-Ljbffr Stifel Financial Corp.
Vacancy posted 1 day ago
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