Series 63, 52 (or 7 if grandfathered) required or the ability to obtain within 6 months of hireABOUT STIFELEstablished in 1890, Stifel is one of the nation's leading full-service wealth management and investment banking firms.
Promotes the use of Financial and Wealth Planning products and services offered through the Financial and Wealth Planning Department to Stifel Financial Advisors.
The client relationship manager acts as a key liaison between larger clients and Stifel Wealth and Investment Management, ensuring that such clients are able to avail themselves of the full range of investment solutions available to them through Stifel.
SUMMARY The position can be based in any of the following offices: Philadelphia, PA, or Baltimore, MD. 1919 Investment Counsel's equity research analyst will focus on the Financial Services Sector.
This role is a member of the Cash Products and Banking Services team which is responsible for Brokerage Cash Management Accounts, the Bank Sweeps Program, Stifel Bank Deposit Accounts, Credit Cards programs and the Firm’s payments strategy.
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