Stifel Financial Jobs in United States

A global investment banking firm is seeking an Investment Banking Analyst to support transaction execution within the Consumer sector. The role involves conducting research, building financial models, and assisting in the preparation of client materials. A Bachelor's degree in Fi ...

Why Stifel · Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole. · Let's talk about how you can find your ...

Insurance Solutions Specialist · The Insurance Solutions Specialist assists Financial Advisors with insurance-related questions, participates in client/prospect meetings/conference calls, and identifies insurance opportunities. · This includes creating accurate product informatio ...

Field Development Specialist · The Field Development Specialist will serve as a liaison between our Private Client Group (PCG) Regional Directors, Branch Managers, and the Director of Field Development. · This role assists with offer letters for new Financial Advisor Trainees and ...

Why Stifel · Stifel fosters an inclusive culture where everyone belongs and contributes to client success. · The Research Associate I role supports senior level analysts with data gathering, analysis, modeling, and organizational tasks. · ...

At Stifel Financial, we strive for a culture that puts our clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients. · Key Responsibilities: · Filing documents · Maintaining records · Copied scanni ...

Stifel strives for a culture where everyone belongs, is welcome and contributes to the success of our clients. · M&A Investment Banking Associate · Develop financial models and valuation analysis · Manage deal process from origination to close · Participate in M&A, corporate fina ...

About Stifel · Stifel is a global wealth management and investment banking firm that has been around for over 130 years. · We are serious about innovation and fresh ideas, built on the premise of safeguarding our clients' money as if it were our own. · ...

Job Summary · The Trade Review Supervisor ensures conformance to Stifel Policy and Procedures through reviewing suitability and best interests of all Annuity transactions types. · Key Responsibilities: · Review insurance transactions by comparing clients existing portfolio with p ...

Overview · Represents the firm, its affiliates and employees in a broad range of employment law matters, including but not limited to issues related to terminations, sexual harassment, discrimination, wage and deferred compensation issues, and compliance with other state and fede ...

Job Description · The Registered Client Service Associate assists one or more Financial Advisors with opening and maintaining client accounts. · Perform clerical functions related to opening client accounts including word processing preparing mailings filing answering phone call ...

Product & Relationship Management Associate Role · The Product & Relationship Management Associate is responsible for assisting with daily platform management of Exchange Traded Products (ETPs) and Mutual Funds/529 Plans at Stifel Financial. · Key Responsibilities: · Initial eval ...

Financial Planning Assistant · Works with Financial Advisors to prepare simple to moderate financial plans for clients. · Responsibilities: · Assists Financial Advisors in gathering information for plan preparation. · Creates various levels of financial plans using MoneyGuide sof ...

Job Description · As a Part Time Office Service Specialist with Stifel Financial you will assist one or more Financial Advisor(s) with client account opening and maintenance. · Perform clerical functions related to opening client accounts. · ...

The Client Services Associate assists Financial Advisors with opening and maintaining client accounts and records. · ...

Key Responsibilities · Process various payment types (ACH, RTP) in accordance with established procedures. · Perform daily reconciliations and assist in identifying discrepancies. · Support resolution of payment issues and failed transactions. · Respond to internal inquiries rega ...

Cash Products & Banking Services · This role supports cash-related products & services within Stifel. · The specialist will handle various tasks such as conducting industry research and account analysis to create reporting that drives strategic decisions. · ...

About Stifel · 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 ...

Job Description · The Administrative Assistant performs administrative functions in support of the department and works to facilitate day-to-day activities. · Operates office equipment such as fax machines, copiers, phone systems, and computers for assigned work · ...

At Stifel, we are seeking a Wealth Strategist II to join our team. · The Wealth Strategist II will provide expert estate planning knowledge and consultation to Financial Advisors and their clients. · Cover topics such as simple and complex estate planning, charitable planning, bu ...