Advisory Marketing Specialist II

Job description

What You'll Be Doing The Advisory Marketing Specialist II supports Advisory Program Marketing initiatives within the Investment Products & Services Group for Financial Advisors across the firm. This role works closely with the Advisory Program Marketing team to provide education, communicate advisory program enhancements and regulatory updates, and promote tools designed to support Financial Advisors’ efforts What We're Looking For: - Analyze complex investment situations and provide guidance and solutions to Financial Advisors.• Evaluate the competitive landscape and deliver insights to management to ensure Stifel's advisory platform meets/exceeds competitor offerings.• Coach and support Specialists in developing appropriate investment solutions for Financial Advisors.• Provide education, support, and solutions in response to Financial Advisor inquiries.• Develop impactful product marketing, presentation, and proposal materials.• Travel to branch locations to serve as home office liaison providing Advisory Platform training and provide program updates to Financial Advisors. - Assist Financial Advisors in recommending appropriate asset allocations for client portfolios.• Represent...