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Graphic Design Specialist
Stifel - Saint Louis, MO
The Graphic Design Specialist is responsible for creative design and coordinating the printing of marketing materials with an emphasis on higher level graphic design projects. What We're Looking For Create print and digital graphic design for Stifel Brochures. Assist in the design and photography sessions for Stifel's Annual Report. Design...
Financial Planning Specialist
Stifel - Saint Louis, MO
The Financial Planning Specialist works with Financial Advisors to gather all applicable data and prepare and explain financial plans to clients and prospects. This position may thoroughly review financial plans created by some department associates and present completed financial plans to clients and prospects. The Financial Planning Specialist assists branch offices using MoneyGuide (Stife...
Senior Financial Planning Associate
Stifel - Saint Louis, MO
Under close supervision, works with the Financial Advisors to gather all applicable data and prepare simple to moderate financial plans for clients and prospective clients. May assist branch offices in the use of MoneyGuide (Stifel's online Financial Planning platform). What We're Looking For • Responds to in-bound calls from Financial Advisor and members of t...
AML CIU Sanctions Analyst II
Stifel - Saint Louis, MO
The Sanctions Analyst II is responsible for supporting the firm's sanctions compliance program by conducting client investigations, transactional investigations, security trade investigation while applying analyses of potential sanctions risks. This role involves reviewing escalations, interpreting new or updated sanctions (including OFAC and global sanctions), and performing gap analyses to...
Annuity Solutions Specialist
Stifel - Saint Louis, MO
The Annuity Solutions Specialists are responsible for supporting and marketing the Firm's annuity products (fixed, immediate, indexed, buffered, and variable) to Financial Advisors via the telephone, email, and Stifel's intranet (Portal). Annuity Solution Specialists serve as product experts for any branch personnel with product-specific questions, technical, sales, and/or marketing issues. ...
Security Engineer II - Threat and Vulnerability
Stifel - Saint Louis, MO
The Security Engineer II - Threat and Vulnerability is responsible for identifying, assessing, and mitigating security risks across Stifel's environments. This role emphasizes detecting vulnerabilities, ensuring secure configurations, and driving remediation efforts to strengthen the firm's overall security posture. The Security Engineer II leverages technical expertise, automation, and prog...
HRIS Business Analyst
Stifel - Saint Louis, MO
The HRIS Business Analyst will develop and drive efficiencies and processes that align with the firm's and the human resources department's long-term strategic goals. This position will engage with business leaders to analyze, evaluate, recommend, and implement technologically feasible, financially, and functionally reasonable changes to the Human Resources Information Systems. ...
Estate & Tax Associate II
Stifel - Saint Louis, MO
The Estate & Tax Associate II at Stifel, Nicolaus & Company, Inc. ("Stifel") supports the Estate & Tax Planning Services team, which functions as a component of Stifel's Wealth Planning Department. Estate & Tax Planning Services covers topics such as simple and complex financial planning, estate planning, tax planning, charitable planning, business continuation and succession planning, and p...
Senior Estate & Tax Associate
Stifel - Saint Louis, MO
The Senior Estate & Tax Associate at Stifel, Nicolaus & Company, Inc. ("Stifel") supports the Estate & Tax Planning Services team, a Stifel's Wealth Planning Department component. Estate & Tax Planning Services covers topics such as simple and complex financial planning, estate planning, tax planning, charitable planning, business continuation and succession planning, and personal trust plan...
Legal Assistant
Stifel - Saint Louis, MO
The Legal Assistant will provide support to attorneys and resolve legal issues. The Legal Assistant works closely with business counterparts, checks and examines law sources such as statutes, recorded judicial decisions, and legal articles, and prepares documents, correspondence, and to organize and maintain documents in paper and electronic filing systems. The Legal Assistant will als...
Field Development Specialist
Stifel - Saint Louis, MO
The Field Development Specialist will serve our firm primarily as a liaison between our Private Client Group (PCG) Regional Directors, Branch Managers, and the Director of Field Development. This role will assist our firm's overall growth strategies and help build our next generation of Financial Advisors. This role will have multiple moving parts during any given day, including, but not lim...
Wealth Strategist I
Stifel - Saint Louis, MO
The Wealth Strategist I serves as a resource for Financial Advisors ("FAs") on issues affecting clients of varying wealth profiles. The Wealth Strategist provides estate and tax planning knowledge and consultation in addition to serving as the primary external sales and marketing support for Estate & Tax Planning Services, part of Stifel's Wealth Planning Department. Estate & Tax Planning Se...
Trade Review Supervisor- Life Insurance
Stifel - Saint Louis, MO
The Trade Review Supervisor ensures conformance to Stifel Policy and Procedures through activities such as, but not limited to, reviewing suitability and best interests of all Life Insurance transactions types, working closely with Financial Advisors and Branch Managers to correct trade details/descriptions for transactions to conform to firm policies and procedures. Executing authority to c...
Trade Review Supervisor- Annuity
Stifel - Saint Louis, MO
The Trade Review Supervisor ensures conformance to Stifel Policy and Procedures through activities such as, but not limited to, reviewing suitability and best interests of all Annuity transactions types, working closely with Financial Advisors and Branch Managers to correct trade details/descriptions for transactions that likely conform to firm policies and procedures, but do not appear that...
Commercial Loan Coordinator II
Stifel - Saint Louis, MO
Responsible for providing a sufficient level of support for commercial or syndication loan requests from the time of application to closing. This position will be able to provide support through the entire commercial loan process through proper documentation while balancing service, quality and compliance and relationship building. What We're Looking For ...
