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Client Service Associate - Non-Registered
Stifel - Greenwood Village, CO
Under immediate supervision, Client Services Associate - Non-Registered assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and adver...
Registered Client Service Associate
Stifel - Greenwood Village, CO
Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertise...
Financial Advisor Associate-Investments & Portfolio Analyst
Stifel - Denver, CO
The Financial Advisor Associate – Investments & Portfolio Analyst works closely with a Financial Advisor (FA) to deliver comprehensive, client-centric investment solutions while providing analytical support in portfolio construction, monitoring, and financial planning. This role blends relationship management, business development, and execution responsibilities with research-driven analysis...
