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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...
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...
Guideline Monitoring Associate II
Stifel - Saint Louis, MO
The Guideline Monitoring Associate II is responsible for collaborating with the Program Managers, Financial Advisors (FAs), Client Services Associates (CSAs), Branch Supervisors, Central Supervision, Operations, Legal, and Compliance Teams to ensure that Stifel Policies and Procedures and specific program parameters are understood and adhered to, and escalates issues, as appropriate. Product...
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. ...
Internal Audit Associate
Stifel - Saint Louis, MO
The Internal Auditor is an entry-level position that assists with performing operational, financial and compliance audits of various internal departments to evaluate the adequacy and effectiveness of the organization's governance, risk management process, system of internal control, and quality of performance in carrying out assigned responsibilities in order to achieve the organization's st...
IT Operations Technician II - Night Shift
Stifel - Earth City, MO
The IT Operations Technician II ensures the organization's smooth operation of IT services. The IT Operations Technician II will support their team needs by monitoring IT services, triaging and resolving incidents, managing work queues, and enabling incident-related communications. They will support the team with SLAs and continually work to improve its technical capabilities and response ti...
IT Operations Technician II
Stifel - Earth City, MO
The IT Operations Technician II ensures the organization's smooth operation of IT services. The IT Operations Technician II will support their team needs by monitoring IT services, triaging and resolving incidents, managing work queues, and enabling incident-related communications. They will support the team with SLAs and continually work to improve its technical capabilities and response ti...
Bank Credit Risk Analyst
Stifel - Saint Louis, MO
The Bank Credit Risk Analyst is a key contributor to the Credit Analytics team, supporting the development and maintenance of credit risk models and reporting processes. This role focuses on preparing and analyzing financial statements, assisting with CECL model development, and using data analytics to support decision-making. The position requires strong analytical skills, attention to deta...
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...
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...
