Why Stifel
Denver, Colorado

Financial Advisor Associate-Investments & Portfolio Analyst

Onsite$150,000 - $175,000/yrPosted 3 weeks ago

Job details

Location
Denver, Colorado
Work type
Onsite
Compensation
$150,000 - $175,000/yr
Posted
3 weeks ago
Apply on
careers-stifel.icims.com

About this role

Bachelor's degree or equivalent; 5+ years in financial services; Series 7 and Series 63/65 or 66; proficient in Microsoft Office.

What you'll do at Why Stifel:

  • Engage clients
  • Analyze portfolios
  • Develop proposals

Apply to this Financial Advisor Associate-Investments & Portfolio Analyst role at Why Stifel with a tailored resume on ApplyBolt.

About Why Stifel

Why Stifel
Denver, Colorado