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Financial Advisor Associate: Clients & Investments
Job in
Sarasota, Manatee County, Florida, 34243, USA
Listed on 2025-12-31
Listing for:
Stifel Financial
Full Time
position Listed on 2025-12-31
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
Location: Sarasota
A leading global investment firm is seeking a Financial Advisor Associate to assist in providing investment services and to build long-term client relationships. The role includes engaging with clients to assess their needs, implementing investment strategies, and maintaining an understanding of market trends. Ideal candidates have a Bachelor's degree, 5+ years of Financial Services experience, and necessary licenses, such as Series 7 and 63 or 66.
The firm offers a comprehensive benefits package, including health and retirement plans.
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Position Requirements
10+ Years
work experience
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