Description
The Field Development Intern will assist the Field Development team by supporting various initiatives aimed at enhancing the firm's growth strategies and developing our next generation of Financial Advisors. This internship offers a hands-on learning experience, working closely with the Director of Field Development, Regional Directors, and Branch Managers. The intern will contribute to key areas of the program, including helping with the recruitment and onboarding process, assisting with training coordination, and supporting the tracking of production metrics for new Financial Advisors.
What We're Looking For
Assist with the coordination of training events for new Financial Advisors, both in-person and virtual.
Support the tracking of Financial Advisor progress through the training program, including maintaining updated data on production metrics and training milestones.
Help prepare offer letters and onboarding materials for newly hired Financial Advisor Trainees.
Participate in the organization and scheduling of regular training and progress update calls.
Collaborate with the Field Development team to deliver communications to branch managers, Financial Advisor Trainees, and regional directors.
Assist with data entry, report generation, and analysis of Financial Advisor performance data.
Support ad hoc projects related to improving the Financial Advisor training program and hiring process.
What You'll Bring
Strong interest in finance, business management, or a related field.
Excellent organizational skills and attention to detail.
Strong communication skills, both written and verbal.
Ability to work effectively with team members at various levels within the firm.
Analytical mindset with the ability to interpret data.
Education & Experience
- Minimum Required: High School Diploma or equivalent. Pursuing Bachelor's Degree in Business Administration or elated filed
Systems & Technology
- Proficient in Microsoft Word and Excel.
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.
We Value Diversity
Stifel is an equal opportunity employer dedicated to fostering, cultivating, and preserving a culture of diversity and inclusion by embracing and welcoming everyone. At Stifel, we believe a diverse team is a critical element of how we find success and strive to build on diversity, inclusion, respect, and engagement in all that we do, across the firm. Accordingly, we welcome applications for employment from all qualified candidates.
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