About this role
Financial Advisor Associate at Why Stifel. Location: Santa Rosa, California, United States. Role: Engaging clients, Assessing needs, Entering orders Requirements: Bachelor’s degree or equivalent; 5+ years financial services/brokerage; Series 7 and 63/66; proficient in Microsoft 365; strong client service and regulatory knowledge. Category: Sales Seniority: Mid Level Tools: Microsoft 365 Certifications: series 7, series 63, series 66 Commitment: Full Time Workplace: Onsite Languages: English