What You'll Be Doing
The Advisor Directed Programs Specialist II works on all aspects of their respective advisory programs. The Specialist collaborates with the Program Manager, Financial Advisors (FAs), Compliance, 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 programs.
What We're Looking For
- Provide day-to-day support of Financial Advisors and their staff including; program applications, model/strategy support and account set-up and maintenance support
What You'll Bring
- Knowledge of investment securities, investment strategy and theory, asset allocation, investment statistics, and both brokerage and investment advisory industries.
Education & Experience
- Minimum Required: Bachelor's in business or related field
Licenses & Credentials
- Minimum Required: Series 7, 63 and 65 (Series 66 in lieu of 63 and 65) within 6 months of hire
Systems & Technology
- Proficient in Microsoft Excel, Word, PowerPoint, Outlook
Compensation Range
Salary: USD $84,000.00/Yr. - USD $126,000.00/Yr.
Job description provided by Stifel Financial.
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