What are the responsibilities and job description for the Field Development Specialist position at Stifel?
Why Stifel
Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole.
Let’s talk about how you can find your place here at Stifel, where success meets success.
What You'll Be Doing
The Field Development Specialist will serve our firm primarily as a liaison between our Private Client Group (PCG) Regional Directors, Branch Managers, and the Director of Field Development. This role will assist our firm's overall growth strategies and help build our next generation of Financial Advisors. This role will have multiple moving parts during any given day, including, but not limited to, assisting with offer letters for our newly hired Financial Advisor Trainees, developing training curriculum, production tracking, and some coaching elements to follow up and assist our Financial Advisors and Branch Managers through the program.
What We're Looking For
- Collaborates with the Director of Field Development in the coordination of live St. Louis based training for our new Financial Advisors.
- Oversees and participates in the overall progression of each new Financial Advisor once hired and enrolled within one of our class offerings (from licensing through graduation).
- Responsible for producing monthly production reporting for each training class through the first five years of production (revenues, assets under management, targets, minimums, etc.).
- Delivers accountability standards along with best practices.
- Coordinates and participates in training calls with participants and the Field Development Director.
- Ability to travel if needed to conduct training sessions within our various regions and branch locations nationwide (up to 25%).
- Consults with the Executive Branch Administration team and Regional Directors with financial advisor agreements and the overall hiring process of Financial Advisor Trainees.
What You'll Bring
- Excellent organizational and communication skills.
- Advanced logic and reasoning skills to identify the strengths and weaknesses of alternative solutions, conclusions, or problem approaches.
- Strong ability to effectively communicate with different audiences from leadership, internal and external stakeholders, and program participants in large groups and one-on-one interactions.
- Demonstrate ability to lead and develop training and group facilitation.
- Strong customer service, interpersonal communication skills, and attention to detail.
- Excellent Microsoft Excel skills in building and maintaining spreadsheets and tracking data.
- Ability to formulate and translate complex data into summary formats.
Education & Experience
- Minimum Required: Bachelor's Degree in Finance, Accounting, Economics, or Business Management.
- Minimum Required: 3 years' of Financial Services industry experience.
Licenses & Credentials
- Minimum Required: Series 7, 66, If not licensed, the ability to achieve the Series 7 and 66 license within the first year of employment.
Systems & Technology
- Proficient in Microsoft Excel, Word, PowerPoint, and Outlook.
- Proficient with Network Gateway (BETA) and other Thompson ONE Financial programs.
About Stifel
Stifel is more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients’ money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.
While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. 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. Let’s talk about how you can find your place here at Stifel, where success meets success.
At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.
Stifel is an Equal Opportunity Employer.