Why Stifel
Santa Rosa, California
Financial Advisor Associate
We tailor your resume to this role and apply for you in seconds.
Apply to Financial Advisor Associate at Why StifelJob details
- Location
- Santa Rosa, California
- Work type
- Onsite
- Posted
- May 29, 2026
- Apply on
- careers-stifel.icims.com
About this role
Bachelor’s degree or equivalent; 5+ years financial services/brokerage; Series 7 and 63/66; proficient in Microsoft 365; strong client service and regulatory knowledge.
What you'll do at Why Stifel:
- Engaging clients
- Assessing needs
- Entering orders
Apply to this Financial Advisor Associate role at Why Stifel with a tailored resume on ApplyBolt.
Ready to apply to Why Stifel?
We tailor your resume to this role and apply for you.