here at Stifel, where success meets success. What You'll Be Doing: The Portfolio Analyst facilitates the overall business... and existing clients and creating and executing marketing strategies to attract new clients. What We're Looking For: Facilitates...
Supporting the Financial Advisor/ team marketing strategy (e.g., website maintenance) Assist FAs/PWAs/teams in a clerical... for client meetings using firm approved systems Assist with data entry for key client needs such as new account opening...