Registered Client Services Specialist — Wealth Management
Listed on 2026-11-04
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Finance & Banking
Wealth Management, Banking & Finance, Financial Services, Financial Sales
Stifel is seeking a Client Services Associate (Registered) to support Financial Advisors with opening and maintaining client accounts, and to provide general customer service. The role involves processing account paperwork, handling client inquiries, and assisting with trade entry under supervision.
Qualified candidates have at least a High School Diploma and 2 years of investment industry experience, plus FINRA Series 7 and 66 (or 63/65) preferred.
We are looking to fill the Registered Client Services Specialist — Wealth Management position at Stifel Financial in Miami Beach, FL, United States.
The following role is for a Registered Client Services Specialist — Wealth Management with Stifel Financial.
Our group is growing, and we are hiring a Registered Client Services Specialist — Wealth Management in Miami Beach, FL, United States.
This role is for the Registered Client Services Specialist — Wealth Management role at Stifel Financial.
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