Responsibilities

• The Advisory Marketing Specialist has responsibility for supporting the Advisory Program Marketing initiatives offered through the Investment Products & Services Group to Stifel Financial Advisors across the Firm.
• The Specialist works independently and with the Advisory Marketing Team to provide education, support and solutions to Financial Advisors.
• The Specialist must develop an in-depth knowledge of Advisory Programs and the investments offered within these programs.
• Respond to Financial Advisors inquiries on Advisory Programs and supporting tools via calls and emails.
• Develop and continually enhance knowledge of Advisory Programs, tools and resources.
• Maintain, develop and publish content for the intranet pages to support Advisory Programs.
• Educate Financial Advisors about advisory products and the consulting services process.
• Interact with Program Management to understand how changes impact Advisors and their clients.
• Collaborate with Financial Advisors on proposals.
• Deliver outstanding service to Financial Advisors to create an enhanced client experience.

Requirements

• Bachelor's degree in Business or related field
• 1 to 3 years in Financial Services
• Proficient in Microsoft Excel, Word, Outlook, and PowerPoint
• Series 7 and 66 obtained within 6 months of hire
• Ability to understand and communicate fundamental differences between advisory and brokerage
• Knowledge of advisory business with specific background in mutual funds, exchange-traded funds, separate account management, investment performance measurement, and asset allocation
• Knowlegeable of Stifel policies/procedures or industry regulations related to investment advisory business

Preferred

• Understanding of Morningstar is preferred

Benefits

• Stifel offers a comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.