Fresno, California21 days ago
Provide overflow support for the daily operation of the Financial Advisors businesses not limited to opening client accounts, preparing and processing investment documentation, facilitating outgoing check requests and other disbursements, and maintaining current client information. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.