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Financial Advisor Associate: Client & Portfolios
Job in
Houston, Harris County, Texas, 77246, USA
Listed on 2026-07-07
Listing for:
Stifel
Full Time
position Listed on 2026-07-07
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales, Portfolio & Asset Management
Job Description & How to Apply Below
Stifel is seeking a Financial Advisor Associate in Houston, Texas, to assist Financial Advisors in providing investment services to clients. The role involves prospecting new clients, evaluating portfolios, and maintaining client relationships.
Candidates must have a Bachelor's Degree and at least 5 years of experience in Financial Services, along with required licenses. Comprehensive benefits are included, along with an entrepreneurial work environment.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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