2+ YOE2+ years investment industry experience, high school diploma or equivalent, Series 7 and Series 63 or 66 required, strong administrative, customer service, communication, time management, and critical thinking skills.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
StifelNYSE: SF: Provides wealth management and investment banking services to clients.
2+ YOEHigh school diploma, 2 years investment industry experience, Series 7 and 63 or 66 required, proficiency with Microsoft Office, strong administrative, communication and customer service skills.
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Outlook