Advisory Marketing Specialist II at Stifel | St. Louis, MO

Stifel

Advisory Marketing Specialist II

St. Louis, MO (On-site)

Salary Not AvailableMid Level3+ years expFull time

Posted 3 months ago

Top 1% of applicants do these two things.

The other 99% submit and hope. You're about to do something different.

Job Summary

Drive advisory program marketing and training for Financial Advisors across the firm, with branch visits and materials creation to support advisory solutions.

Own advisory program marketing initiatives and training for Financial Advisors.
Must-have: 3–5 years in financial services with 1–2 years in advisory; Series 7/63/65/66 within six months.
Travel to branches for updates, education, and events; strong presentation skills.

Job Description

Responsibilities

The Advisory Marketing Specialist II supports Advisory Program Marketing initiatives within the Investment Products & Services Group for Financial Advisors across the firm. This role works closely with the Advisory Program Marketing team to provide education, communicate advisory program enhancements and regulatory updates, and promote tools designed to support Financial Advisors’ efforts
Travel to branch locations to serve as home office liaison providing Advisory Platform training and provide program updates to Financial Advisors.
Develop impactful product marketing, presentation, and proposal materials.
Assist Financial Advisors in recommending appropriate asset allocations for client portfolios.
Represent the Investment Products and Services Group as a speaker at industry and Stifel events, including recruiting initiatives and new Advisor training.
Conduct training sessions for Financial Advisors.
Meet with prospective Financial Advisors during home office visits.
Present investment advisory topics via Zoom and in-person settings.
Analyze complex investment situations and provide guidance and solutions to Financial Advisors.
Evaluate the competitive landscape and deliver insights to management to ensure Stifel's advisory platform meets/exceeds competitor offerings.
Coach and support Specialists in developing appropriate investment solutions for Financial Advisors.
Provide education, support, and solutions in response to Financial Advisor inquiries.

Requirements

Minimum Required: Bachelor's degree in business or related field
Minimum Required: 3-5 years of experience in Financial Services and 1-2 years in Advisory.
• Minimum Required: Series 7, 63 & 65, or 66 within six months of hire.
• In-depth knowledge of the advisory business with strong background in mutual funds, ETFs, separately managed accounts, investment performance measurement, and asset allocation.
• In-depth knowledge of Stifel policies and procedures as well as industry regulations related to investment advisory business.
• Ability to work independently and collaborate with Investment Products & Services senior Management to communicate and implement Advisory Program Marketing initiatives.
• Proficient in Microsoft Excel, Word, Outlook, and PowerPoint.

Preferred

Morningstar Direct and Workstation are preferred.

Benefits

While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations.
At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.
Stifel is an Equal Opportunity Employer.

Stifel

3.6 Glassdoor

Established in 1890, Stifel, Nicolaus & Company, Incorporated is one of the nation’s premier full-service financial services firms, providing brokerage, trading, investment banking, investment advisory, and related services to individual investors, professional money managers, businesses, and municipalities through more than 400 locations across the U.S. Stifel ranks as the 7th largest brokerage firm in the country as measured by number of financial advisors, with approximately 2,300, and features a highly regarded equity research department that has earned numerous accolades from such publications as The Wall Street Journal, Forbes, and the Financial Times. In 2023, 2024, and 2025 Stifel was recognized as the No. 1 wealth management firm for employee advisor satisfaction, based on the J.D. Power U.S. Financial Advisor Satisfaction Study*. Stifel is the principal subsidiary of Stifel Financial Corp. (NYSE: SF), a financial services holding company headquartered in St. Louis, Missouri. Stifel Financial Corp.'s other subsidiaries include Stifel Independent Advisors, LLC, an independent contractor broker-dealer firm; Stifel Nicolaus Europe Limited, the Company’s European subsidiary; Stifel Nicolaus Canada, Inc., our Canadian subsidiary; Stifel Bank and Trust and Stifel Bank, retail and commercial banks; and Stifel Trust Company, N.A. and Stifel Trust Company Delaware, N.A, our trust companies.*Based on the results of the J.D. Power 2025 U.S. Financial Advisor Satisfaction StudySM. For J.D. Power 2025 award information, visit jdpower.com/awards. Compensation provided for using, bot obtaining the award.

Founded in 1900

St Louis, Missouri, USA

7.2K employees (126 in marketing)

www.stifel.com/social

62% recommend to a friend

77% CEO approval