Job Details
Description
The Advisor Directed Programs Senior Specialist works on all aspects of the team's respective advisory programs. The Senior Specialist collaborates with the Program Manager, Financial Advisors (FAs), Compliance, Advisory Operations, and other groups both inside and outside of Stifel. The primary goal of the program management team is to provide highly competent support to Stifel Financial Advisors through the efficient and effective management of Advisor Directed advisory programs. As a senior member of the team, the Senior Specialist is critical in fostering a respectful and joyful team culture.
Summary
Day to day support of Financial Advisors and their staff
Essential Duties and Responsibilities
Knowledge of investment securities, investment strategy and theory, asset allocation, investment statistics, and both brokerage and investment advisory industries.
Qualifications
Minimum Required Bachelors degree
Education and Experience
Minimum Required Series 7, 63 and 65 (Series 66 in lieu of 63 and 65) within 12 months of hire.
Licenses and Credentials
Proficient in Microsoft Excel, Word, PowerPoint, Outlook
Systems and Technology
About Stifel
Stifel is a more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients' money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.
While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where success meets success.
At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.
Stifel is an Equal Opportunity Employer.