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Trade Review Supervisor- Life Insurance
Stifel - Saint Louis, MO
The Trade Review Supervisor ensures conformance to Stifel Policy and Procedures through activities such as, but not limited to, reviewing suitability and best interests of all Life Insurance transactions types, working closely with Financial Advisors and Branch Managers to correct trade details/descriptions for transactions to conform to firm policies and procedures. Executing authority to c...
Wealth Strategist II
Stifel - Saint Louis, MO
The Wealth Strategist II is a subject matter expert and resource for Financial Advisors ("FA") on issues affecting clients of varying wealth profiles. The Wealth Strategist provides expert estate planning knowledge and consultation in addition to serving as the primary external sales and marketing support for Estate & Tax Planning Services, part of Stifel's Wealth Planning Department. Estate...
