Financial Portfolio Consultant

2 weeks ago

St Louis, Missouri, United States Stifel Financial Full time
Overview

The Investment Portfolio Specialist plays a crucial role in enhancing client relationships by crafting personalized Financial Strategies and Asset Allocation plans, designing bespoke reporting for both new and existing clients, and implementing marketing initiatives aimed at attracting prospective clients.

Key Responsibilities
  • Enhances client relationships by developing tailored Financial Strategies and Asset Allocation plans, conducting ongoing assessments of current client investment portfolios, and executing marketing initiatives to draw in new clientele.
  • Evaluates potential client prospects sourced through referrals and leads to assess their fit for the firm.
  • Provides asset allocation guidance to the Investment Representative and collaborates on portfolio development.
  • Thoroughly reviews existing holdings to determine if any actions are necessary.
  • Creates customized financial strategy and asset allocation proposals, utilizing the firm's proprietary software tools.
  • Conducts research and analysis on both new and existing clients, offering insights and updates to the Investment Representative regarding new opportunities, product changes, or significant business matters.
  • Manages risk effectively and ensures compliance with company policies and regulations in daily operations.
Required Qualifications
  • Customer Service Expertise - Familiarity with principles and processes for delivering exceptional customer service, including needs assessment, quality standards, and customer satisfaction evaluation.
  • Effective Time Management - Ability to prioritize tasks and manage time efficiently to meet deadlines.
  • Strong Communication Skills - Proficient in conveying information and ideas clearly in both spoken and written formats.
Education & Experience
  • High School Diploma or equivalent is mandatory.
  • A minimum of 4 years of experience in the financial services sector is required.
Licenses & Certifications
  • Possession of Series 7 and 63 licenses is essential.
Technical Proficiency
  • Proficient in Microsoft Excel, Word, PowerPoint, and Outlook.
About Stifel Financial

Stifel Financial has a rich history of over 130 years, maintaining a start-up mentality focused on innovation and fresh perspectives. As a global wealth management and investment banking firm, we are dedicated to safeguarding our clients' assets with the utmost care, a principle established by our founder, Herman Stifel. Our success is deeply connected to our commitment to assisting families, businesses, and municipalities in achieving their financial goals.

With a headquarters in St. Louis and offices in various major cities worldwide, Stifel is home to approximately 9,000 professionals who are advancing their careers in diverse roles such as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, and operations associates.

At Stifel, we foster an entrepreneurial environment and offer a comprehensive benefits package, including health, dental, and vision coverage, a 401k plan, wellness programs, life insurance, and paid time off.

Stifel is proud to be an Equal Opportunity Employer.

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