Stifel Financial Corp. · 1 week ago
Advisory Trading Analyst
St Louis, MO
Full-time
Onsite
New Grad, Entry Level
0+ years expStifel Financial Corp. is a global wealth management and investment banking firm committed to innovation and client success. The Advisory Trading Analyst is responsible for trading discretionary accounts, ensuring model portfolios are maintained, and collaborating with various departments to complete daily tasks effectively.
BankingFinanceFinancial Services
Responsibilities
Accurately trades new accounts based on model portfolios, while ensuring that trades are executed, average priced, and uploaded to the system
Under immediate direction analyze and review cash and positions daily to determine if accounts need to be traded to maintain model portfolio percentage allocations based on department guidelines
Provide platform support and service to ensure both internal and external stakeholders are given accurate instructions to minimize potential risk
Actively collaborate with other team members and management to ensure accurate and efficient completion of the daily responsibilities of the Advisory Trading team
Completes regulatory and maintenance reports in order to adhere to various Compliance Rules and regulations
Provide initial training and ongoing trade support to managers and FAs using the Vestmark trading tool
Enhance user experience by partnering with FAs to understand trading goals and maximizing efficiency with appropriate solutions
Qualification
Required
Ability to attain a sound understanding of the various trading platforms utilized by Stifel to execute the daily responsibilities of the Advisory Trading team
Ability to discern intention from branch offices and external stakeholders to ensure accurate instruction is provided
Ability to adapt to changes in functionality, technology, or regulatory policies when necessary
Ability to attain an in depth knowledge and understanding of advisory products and services
Strong analytical skills with high attention to detail to minimize risk to the firm
Strong organizational, time management and prioritization skills to effectively handle multiple demands while meeting deadlines
Excellent verbal, written and interpersonal communication skills
Minimum Education Required: Bachelor's Degree or equivalent experience
Minimum Experience Required: 0-2 years' Operations, Trading or related experience
Minimum Required: Series 7, or ability to obtain within 12 months of hire
Proficient in Microsoft Excel, Word, PowerPoint, Outlook
Benefits
Health
Dental and vision care
401k
Wellness initiatives
Life insurance
Paid time off
Company
Stifel Financial Corp.
Established in 1890, Stifel, Nicolaus & Company, Incorporated is one of the nation’s premier full-service financial services firms, providing brokerage, trading, investment banking, investment advisory, and related services to individual investors, professional money managers, businesses, and municipalities through more than 400 locations across the U.S.
5001-10000 employees
H1B Sponsorship
Stifel Financial Corp. has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (16)
2024 (4)
2023 (5)
2022 (5)
2021 (6)
2020 (5)
Funding
Current Stage
Public CompanyTotal Funding
unknown1993-01-08IPO
Leadership Team
Ronald Kruszewski
Chairman and CEO
Anne Perlman
Managing Director, Investment Banking - Stifel
Recent News
2025-11-11
2025-11-11
2025-11-11
Company data provided by crunchbase