We are seeking a highly skilled and experienced Client Advisor to join our team. The ideal candidate will possess a strong background in financial planning and client management. The Client Advisor manages and participates in client relationships by building rapport, assessing clients' financial planning and investment needs. The Client Advisor must be experienced using Money Guide Pro and eMoney. The Client Advisor works with portfolio managers to construct and implement the appropriate investment strategies for each client account. This position is responsible and accountable for the team’s work in critical aspects of a client relationship as well as compliance with the Firm’s procedures and best practices.
What We're Looking For• Develop and implement comprehensive financial plans tailored to clients’ needs and goals.• Manage client relationships with guidance from and in partnership with Portfolio Managers. • Assess clients' investment and planning needs and preferences (including cash flow, tax, SRI, philanthropic interests and financial/estate planning).• Coordinate with Portfolio Managers to define, construct and implement the appropriate investment strategy. • Monitor and review clients' financial plans regularly to ensure they remain aligned with their goals.• Manage certain client relationships to build rapport and to satisfy the client's needs.• Collaborate with colleagues focused on business development by referring appropriate prospects from intermediaries and participating in sales presentations.• Work on development of new business through additions and referrals from existing clients, as well as other sources.• Reports to Head of Office daily. The Head of Office provides guidance, supervision and/or training related to the practice. • Become a contributing member to 1919 Investment Counsel economically and intellectually.
What You'll Bring• Extensive experience in financial planning, estate planning, and tax matters.• Proficiency with financial planning software such as Money Guide Pro and eMoney.• Strong familiarity with the markets as well as generational and financial planning issues.• Demonstrate consistently strong commitment at the team level, department level and Firm Level.• Experienced Sole Contributor as well as a team player.• Comprehensive knowledge of wealth management industry products and services.• Ability to distill financial planning and investment strategies into an effective client presentation.• Ability to counsel clients on personal and planning-related issues. • Able to establish and maintain client trust. • Proven commitment to ethics and client confidentiality.
Education & Experience• Bachelor's degree and advanced degree (MBA, JD, MS in Finance, etc.) • 3+ years of related experience working as a financial planner, with high-net-worth individuals and families. #LI-JK1
Licenses & Credentials• Preferred - CFP
Systems & Technology• Proficient in Microsoft Excel, Word, PowerPoint, Outlook, CRM systems, and financial planning software and tools such as Money Guide Pro and eMoney. #LI-JK1
Compensation RangeSalary: USD $130,000.00/Yr. - USD $170,000.00/Yr. Actual salaries may vary, and may be based on several factors, including but not limited to each candidate’s qualifications, skills, and overall competencies for the position. The base salary is one component of Stifel’s overall compensation package for each individual employee. Other benefits and offerings include, but not limited to, discretionary bonuses, health / dental / vision / prescription insurance offerings, Stifel Total Health Connect, flexible spending accounts, tuition & certification assistance programs, paid time off, and much, much more! To view a more comprehensive list of Stifel’s current offerings, please visit https://www.stifel.com/careers/benefits. Applications are accepted until the position is filled. About Stifel
1919 Investment Counsel, a wholly owned subsidiary of Stifel Financial Corporation, provides investment management and financial planning services to wealthy individuals, families, trusts, foundations, and institutions. 1919 Investment Counsel manages more than $24 billion of client assets and has offices in Baltimore, Birmingham, Cincinnati, New York, San Francisco, Philadelphia and Vero Beach. 1919 Investment Counsel has a team of portfolio managers, research analysts and client service professionals that work together to construct investment portfolios that are tailored to each client’s specific needs and objectives and to deliver tailored solutions that preserve, build and manage wealth for 1919 Investment Counsel’s clients. The firm primarily serves high net worth clients which often require complex financial planning and advice as well as exceptional client service.
1919 Investment Counsel is an Equal Opportunity Employer.
Skills Required
- Bachelor's degree
- Advanced degree such as an MBA, JD, or MS in Finance
- 3+ years of related experience as a financial planner serving high-net-worth individuals and families
- Extensive experience in financial planning, estate planning, and tax matters
- Proficiency with Money Guide Pro and eMoney
- Strong familiarity with financial markets and generational and financial planning issues
- Comprehensive knowledge of wealth management products and services
- Ability to present financial planning and investment strategies effectively to clients
- Ability to counsel clients on personal and planning-related issues
- Ability to establish and maintain client trust and confidentiality
- Proficiency with Microsoft Excel, Word, PowerPoint, Outlook, CRM systems, and financial planning software
- Certified Financial Planner (CFP) designation
Stifel Financial Corp. Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Stifel Financial Corp. and has not been reviewed or approved by Stifel Financial Corp..
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Strong & Reliable Incentives — Compensation is positioned as highly attractive for financial advisors, with emphasis on meaningful earning upside tied to production. Recognition for advisor satisfaction indicates that incentive mechanics can be a differentiator in producer roles.
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Flexible Benefits — The benefits program is broad and multi-option, spanning multiple health plan choices, FSAs/HSAs, and a wide set of voluntary insurance add-ons. This menu-style design supports tailoring coverage to different life stages and needs.
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Parental & Family Support — Family-oriented benefits are extensive, including parental leave, adoption assistance, fertility and family-building support, and back-up childcare and elder care. These offerings signal a comparatively strong support system for caregiving and family planning.
Stifel Financial Corp. Insights
What We Do
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. Stifel ranks as the 7th largest brokerage firm in the country as measured by number of financial advisors, with approximately 2,300, and features a highly regarded equity research department that has earned numerous accolades from such publications as The Wall Street Journal, Forbes, and the Financial Times. In 2023 and 2024, Stifel was recognized as the No. 1 wealth management firm for employee advisor satisfaction, based on the J.D. Power U.S. Financial Advisor Satisfaction Study*. Stifel is the principal subsidiary of Stifel Financial Corp. (NYSE: SF), a financial services holding company headquartered in St. Louis, Missouri. Stifel Financial Corp.'s other subsidiaries include Stifel Independent Advisors, LLC, an independent contractor broker-dealer firm; Stifel Nicolaus Europe Limited, the Company’s European subsidiary; Stifel Nicolaus Canada, Inc., our Canadian subsidiary; Stifel Bank and Trust and Stifel Bank, retail and commercial banks; and Stifel Trust Company, N.A. and Stifel Trust Company Delaware, N.A, our trust companies. *Stifel received the highest score among employee advisors in the J.D. Power 2023-2024 U.S. Financial Advisor Satisfaction Studies, which measures employee advisors’ satisfaction among those who are employed by an investment services firm. Visit jdpower.com/awards for more details.
