Stifel
Denver, Colorado
Financial Advisor Associate-Investments & Portfolio Analyst
Job details
- Location
- Denver, Colorado
- Work type
- Onsite
- Compensation
- $150,000 - $175,000/yr
- Posted
- 3 weeks ago
- Apply on
- stifel.jibeapply.com
About this role
5+ years financial services with Series 7 and 63/65/66; Bachelor's degree; strong client advisory and portfolio skills; proficient in Microsoft Suite; compliant and detail-oriented.
What you'll do at Stifel:
- Engage clients
- Support development
- Perform portfolio monitoring
Apply to this Financial Advisor Associate-Investments & Portfolio Analyst role at Stifel with a tailored resume on ApplyBolt.