Description
Summary
The Investment Advisory Specialist has responsibility for supporting the Advisory Program Marketing initiatives offered through the Investment Products & Services Group to Stifel Financial Advisors across the Firm. The Specialist works independently and with the Advisory Marketing Team to provide education, support and solutions to Financial Advisors. The Specialist must develop an in-depth knowledge of Advisory Programs and the investments offered within these programs.
Essential Duties and Responsibilities
•Respond to Financial Advisors inquiries on Advisory Programs and supporting tools via calls and emails.
•Develop and continually enhance knowledge of Advisory Programs, tools and resources.
•Maintain, develop and publish content for the intranet pages to support Advisory Programs.
•Educate Financial Advisors about advisory products and the consulting services process.
•Interact with Program Management to understand how changes impact Advisors and their clients.
•Collaborate with Financial Advisors on proposals.
•Deliver outstanding service to Financial Advisors to create an enhanced client experience.
Qualifications
•Ability to understand and communicate fundamental differences between advisory and brokerage.
•Knowledge of advisory business with specific background in mutual funds, exchange-traded funds, separate account management, investment performance measurement, and asset allocation.
Education and Experience
•Minimum Required: Bachelor's degree in Business or related field
•Minimum Required: 1 to 3 years in Financial Services
Licenses and Credentials
•Minimum Required: Series 7 and 66
Systems and Technology
•Proficient in Microsoft Excel, Word, Outlook, and PowerPoint
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.
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