Great Falls, Montana30+ days ago
Review and approve supervisory reports and documentation for the Financial Advisors; liaise with the Firm's Home Office on escalated business reviews, trade matters, email surveillance, investment transaction approvals/rejections, and generate reports as requested. 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.