About this role
Senior Client Advisor at Stifel Financial Corporation / 1919 Investment Counsel. Location: Birmingham, Alabama, United States. Role: Identify prospects, Develop relationships, Coordinate with PMs Requirements: Bachelor’s degree; 10+ years counseling clients on financial matters; CFP, CFA, CPA, MBA or JD preferred; proficient in Excel, Word, PowerPoint, Outlook, and CRM systems. Category: Finance and Accounting Seniority: Senior Level Tools: Microsoft Excel, Word, PowerPoint, Outlook, CRM systems Certifications: cfp, cfa, cpa, mba, jd Commitment: Full Time Workplace: Onsite Languages: English