FPA Job Board

Job Summary If you are a self-motivated professional seeking an exciting new position, look no further than Stifel Financial. We are a leading firm in the financial services industry. Our Charlotte, North Carolina branch office has an open Client Service Associate position. In this role, the Client Service Associate will support three Financial Advisors with the administration of their business. Series 7 and 66/63 preferred. Willingness to become registered by taking and passing Series 7 and 66/63 required. The Client Service Associate supports the Financial Advisor (FA) in the daily administration of their business by opening new accounts, preparing and processing investment documentation, and maintaining all related files and paperwork. This position wil