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Stifel Financial

Financial Advisor Associate: Grow Clients & Investments

Stifel Financial, Sarasota, Florida, United States, 34243

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A leading global investment firm is seeking a Financial Advisor Associate to assist in providing investment services and to build long-term client relationships. The role includes engaging with clients to assess their needs, implementing investment strategies, and maintaining an understanding of market trends. Ideal candidates have a Bachelor's degree, 5+ years of Financial Services experience, and necessary licenses, such as Series 7 and 63 or 66. The firm offers a comprehensive benefits package, including health and retirement plans. #J-18808-Ljbffr