5+ YOE5+ years investment product research experience; Bachelor's degree in business or investment-related field; advanced knowledge of MFs, ETFs, SMAs, SEC/regulatory rules; Series 7 and 66 (or 63 & 65) within six months; strong quantitative and regulatory expertise.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Access, Morningstar Direct
StifelNYSE: SF: Provides wealth management and investment banking services to clients.
5+ YOE5+ years investment product research experience, bachelor\u0002s degree in business or investment-related field, Series 7 and 66 (or 63 & 65), advanced knowledge of mutual funds/ETFs/SMAs and regulations, leadership and communication skills.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Access, Morningstar Direct
Edward Jones: Provides personalized financial advice and wealth management services.
5+ YOEBachelor's degree in a relevant field, 5+ years of industry experience preferred, Series 7 and 66, and CFA or significant progress toward the CFA. Strong investment research and communication skills required.