The Senior Insurance Solutions Specialist is responsible for supporting and marketing the Firm's insurance products (Life, LTC and Disability) to Financial Advisors and clients. This includes creating and leading in the execution of marketing plans, setting direction and leading relationships with carriers and general agents. The Senior Insurance Solutions Specialist help

Set up, organize, and maintain paper and electronic filing systems for expenses, correspondence, and other material, including off site storage, as needed in a logical and easily retrievable manner. Make all travel arrangements for assigned business groups/sectors via the online system per Firm and department policy. Process all expense reports via the Corporate Accountin

A highly successful, leading edge, and fun private wealth advisory practice is seeking a Client Service Associate to join our team in Grand Rapids, MI. If you love people, thrive on bringing order from chaos, and want a higher meaning and satisfaction from your career, this is the opportunity for you! We are a 131 year old company that still thinks like a startup. We're l

Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications a

Under immediate supervision, Client Services Associate assists one or more Financial Advisor(s) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisem

Provide analytical and sales support for interest rate derivative, including preparing client presentations, custom modeling and pricing include swaptions, caps, collars floors, embedded optionality, and percent or LIBOR. Lead loan documentation review and work with bank and client counsels to ensure proper language, structure and cross collateralization. Provide bankers

Compliance is currently offering a paid, summer 2024 internship to a college student entering her/his junior or senior year of college. The Intern will provide specific project support to Compliance by assisting with the digitization of core processes, becoming familiar with certain new regulatory requirements, and participating in implementing new protocols to comply. Th

The Receptionist greets all clients and guests in a friendly and professional manner whether in person or by phone. This position answers inquiries, directs/connects calls, and provides information regarding activities conducted at establishment; location of departments, offices, and employees within the Firm. Essential Duties & Responsibilities Answer, screen, and forwar

Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and adver

The Operations Coordinator, performs multiple support staff duties required for a satellite/small branch and acts as liaison to home office personnel. Essential Duties & Responsibilities Acts as liaison between branch/satellite and home office personnel (i.e. questions, paperwork, etc.). Trains additional support staff on daily work assignments. Performs operational or ad

Summer Analyst Program Stifel's 8 week Summer Analyst Program provides students with a hands on introduction to the role of an Analyst. You will work alongside our banking professionals, from Analyst to Managing Director level, and will gain exposure to a variety of public finance transactions and sector types. Interns are expected to work on multiple projects simultaneou

Summer Analyst Program Stifel's 8 week Summer Analyst Program provides students with a hands on introduction to the role of an Analyst. You will work alongside our banking professionals, from Analyst to Managing Director level, and will gain exposure to a variety of public finance transactions and sector types. Interns are expected to work on multiple projects simultaneou

Summer Analyst Program Stifel's 8 week Summer Analyst Program provides students with a hands on introduction to the role of an Analyst. You will work alongside our banking professionals, from Analyst to Managing Director level, and will gain exposure to a variety of public finance transactions and sector types. Interns are expected to work on multiple projects simultaneou

Summer Analyst Program Stifel's 8 week Summer Analyst Program provides students with a hands on introduction to the role of an Analyst. You will work alongside our banking professionals, from Analyst to Managing Director level, and will gain exposure to a variety of public finance transactions and sector types. Interns are expected to work on multiple projects simultaneou

KBW's Equity Research, Sales and Trading Internship is a nine week summer program that provides an introduction to a full service investment bank and broker dealer that specializes in financial services. Our Equity Sales & Trading team has financial industry specific expertise with access to research and capital markets transactions. Our award winning Equity Research Divi