About this role
Financial Advisor Trainee at Why Stifel. Location: St. Louis or New York or San Francisco or Baltimore or London or Frankfurt or Toronto. Role: Prospect clients, Enter orders, Stay informed Requirements: High school diploma or equivalent; 1-3 years as a Financial Advisor; FINRA licenses (7 and 63/66) or equivalents; pass background checks; proficient with Microsoft Office; familiarity with Thompson One and Beta. Category: Finance and Accounting Seniority: Entry Level Tools: Microsoft Office, Word, Excel, Outlook, Thomson One, Beta Certifications: finra series 7, finra series 63/65 or 66 Commitment: Full Time Workplace: Onsite Languages: English