Advisory Trading Analyst: Portfolio Rebalancing
Job in
Joplin, Jasper County, Missouri, 64803, USA
Listed on 2026-07-31
Listing for:
Stifel Financial Corp.
Full Time
position Listed on 2026-07-31
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Analyst, Financial Services
Job Description & How to Apply Below
Stifel Financial Corp. in the United States is hiring an Advisory Trading Analyst to execute trades within internal advisory programs and maintain model portfolios. You will ensure trades are executed, priced, and uploaded, while collaborating across departments to complete daily tasks.
You will review cash and positions, provide trading support to financial advisors using Vestmark, and help generate regulatory reports to stay compliant. This role emphasizes accuracy and teamwork.
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