Description
Summary
The Advisory Marketing Specialist II is responsible for supporting the initiatives offered through the Investment Products & Services Group to Stifel Financial Advisors across the Firm's branch office network. The Specialist II will work closely with the Investment Products & Services Group management to communicate program enhancements, advisory regulations, and tools designed to support Financial Advisors' efforts.
Essential Duties & Responsibilities
• Analyze complex investment situations and provide guidance/solutions to FAs.
• Analyze the competitive landscape and provide management with ideas to ensure Stifel's advisory platform meets/exceeds the competition.
• Coach and assist Specialists in developing appropriate investment solutions for FAs.
• Provide education, support, and solutions to FA inquiries and calls.
• Develop compelling product marketing, presentation, and proposal materials.
• Represent the Investment Products & Services Group as a speaker at industry & Stifel events, including recruiting events.
• Assist Financial Advisors in recommending proper asset allocation for clients' portfolios.
• Represent the Investment products and Services Group as a speaker at industry and Stifel events, including but not limited to recruiting efforts and new Advisor training.
• Lead/Assist with Request for Proposals (RFPs).
• Conduct Financial Advisor training.
• Meet with potential Financial Advisors at the home office visit.
• Present investment advisory topics via Zoom and in person.
Qualifications
• Ability to understand complex investment situations and guide Advisors in implementing solutions.
• In-depth knowledge of advisory business with specific background in mutual funds, ETFs, separate account management, investment performance measurement, and asset allocation.
• Ability to work independently and interact with Investment Products & Services Senior Management to communicate and implement Advisory Marketing initiatives.
Education & Experience
• Minimum Required: Bachelor's degree in business or related field
• Minimum Required: 3-5 years experience in Financial Services and 1-2 years in Advisory.
Licenses & Credentials
• Minimum Required: Series 7, 63 & 65, or 66 within one year of hire.
Systems & Technology
• Proficient in Microsoft Excel, Word, Outlook, and PowerPoint.
• Morningstar Direct and Workstation are preferred.
About Stifel
Established in 1890, Stifel is one of the nation's leading full-service wealth management and investment banking firms. Stifel serves clients from more than 400 offices across the United States and ranks as the nation's seventh largest full-service investment firm in terms of number of financial advisors. We are also a leading provider of investment banking services to the middle market, a top-ten municipal bond underwriter, and home to one of the industry's largest research franchises. In addition our Stifel Bank subsidiary provides a comprehensive range of banking services.
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.
The health and safety of our employees and candidates is very important to us. We continue to monitor the current public health situation and have adjusted our hiring procedures to include virtual recruiting tools that allow us to continue meeting new candidates. We look forward to “virtually” meeting you.
Stifel is an Equal Opportunity Employer.
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