About this role
Financial Advisor Associate at Stifel. Location: Santa Rosa, California, United States. Role: Engaging clients, Evaluating portfolios, Collaborating with advisor Requirements: Proven success in establishing rapport with clients; in-depth knowledge of financial services and investment portfolios; ethical integrity. Category: Finance and Accounting Seniority: Mid Level Tools: Microsoft 365 Certifications: series 7, series 63, series 66 Commitment: Full Time Workplace: Onsite Languages: English