Training Example: Stifel – Review the Data, Give Your Score & Compare to the Real AI Evaluation

[H2] Stifel News

More News

KBW CEO Tom Michaud on the Future of Banking: Watch the ‘Master Investor’ Podcast

You’re Invited: Economic Insight Webinar with Stifel Chief Economist Lindsey Piegza

Stifel CEO on the Promise of AI to CNBC: “If history repeats itself, and it often does, this technology will lead to opportunities”.

135 Years: Read the Stifel Annual Report

A Record 151 Stifel Advisors Named to Forbes’ Best-in-State Wealth Advisors List

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[H2] 135 Years

Where Good Luck Meets Good Strategy, and That Combination Compounds
Read the Stifel Annual Report

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[H2] Why advisors choose Stifel

Hear Ron Kruszewski, Chairman & CEO, talk about why advisors choose Stifel.
Choose Stifel

[H2] Stifel Sight|Lines Podcast

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Listen to our weekly Stifel Sight|Lines Podcast with CIO Michael O'Keeffe
Listen

[H2] Stifel Discover

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Stifel Discover: Personalized Market Insights, Powered by Experts
Access exclusive, real-time analysis from Stifel's top strategists and research teams — tailored to your portfolio, interests, and financial goals.
Stifel Wealth Tracker

Proud Title Partner of the U.S. Ski Team
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Stifel U.S. Ski Team

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[H2]
#1 Wealth Management Firm for Employee Advisor Satisfaction! 3 Years in a Row

Learn Why
Based on the results of the J.D. Power 2025 U.S. Financial Advisor Satisfaction Study℠. For J.D. Power 2025 award information, visit jdpower.com/awards. Compensation provided for using, not obtaining, the award.

[H2] What forces are influencing today's markets?

Read Stifel Insights

Hear from our economists, analysts, and thought leaders on investing, wealth management, and more.

[H3] Michael O'Keeffe, CFA

Examining longer-term investment strategies, macro trends, and geopolitical risks to help clients make informed investment decisions.

[H3] Lindsey Piegza, PhD

Translating complex economic data and market events into actionable insights for institutional and private wealth clients.

[H3] Barry Bannister, CFA

Analyzing macroeconomic tends, global market dynamics, and historical data to structure client portfolios through all market cycles.

[H3] Brian Gardner

Sharing insight into the impact of political, legislative, and regulatory developments on global capital markets.

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[H3] ORGANIZE

Organize your accounts and view them in a single app.

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[H3] CONTROL

Our security puts you in control of your data. Not us.

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[H3] TRACK

Track your spending, evaluate your net worth, and compare assets and liabilities.

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[H3] ANALYZE

Access free research and the latest market news, updates, and trends.

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[H3] DISCOVER

Stifel’s latest research, insights, and commentary.

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[H3] CONNECT

Assistance from an experienced financial advisor is just a click away.

Stifel’s Latest Market Perspectives

Read

[H1] We take a different approach to wealth management.

Working with a Stifel advisor is about more than just building a portfolio. It's about understanding your financial goals, motivation, and how you picture your legacy.
The first step is developing a sound strategy. Your advisor will take the time to get to know who you are and where you’re headed. Your questions and concerns will form the framework of a wealth management plan that's unique to you.
At Stifel, we have the knowledge, experience, and resources to help you address even the most complex needs. Below are just a few of the many questions your Stifel advisor can help you answer as you work together to build, preserve, and transferring your wealth to your heirs.

[H2] Building Wealth

Will I be ready for retirement?
How do I prepare to sell a business?
Can I use leverage to capture emerging opportunities?

[H2] Preserving Wealth

Does my current cash flow impact my long-range plan?
How can I balance my need for liquidity with my desire to invest?
With today's uncertainty, what risk mitigation strategies make sense for me?

[H2] Passing Wealth

How do I transfer wealth to my children, without compromising my personal goals?
How do I increase income, but not duration risk?
Should I name a corporate successor trustee in my estate plan?

[H3] A custom plan demands a range of strategies.

There's no such thing as a one-size-fits-all wealth management plan here at Stifel. To put your most important goals in focus, your advisor will pair his or her expertise with Stifel's full suite of capabilities, including:

Tailored Asset Management and Wealth Planning
Nationally Recognized Research
Estate Planning and Trust Services*
Integrated Banking and Lending Capabilities*
Investment Banking and Capital Markets Services

*Lending and trust services are offered through our Stifel Bank & Trust, Stifel Trust Company, N.A., and Stifel Trust Company Delaware, N.A. affiliates.

[H1] Home

Individuals

How We Think About Investing
Investment Strategy Insights
Asset Management
Investment Advisory Services
Retirement Planning
Wealth Planning
Estate & Tax Planning
Corporate Executive Services

Investment Products
Mutual Funds
Exchange Traded Funds
Annuities
Options
Bonds
Insurance
Donor-Advised Funds

Banking & Lending
Cash Management
Mortgage Lending
Securities-Based Lending
Trust Services

Investor Services
Investor Communication
IPO Certification Form
Prospectus
Protecting Senior Investors
Tax Reporting Information

Over
2,300
Financial advisors, in
More than
400
locations across the U.S., with
$550
billion in assets under management as of 12/31/25

[H1]

Careers
Careers

Think independently. Achieve Collectively.
Think independently. Achieve Collectively.

[H1] Welcome to Stifel.

[H1] Where innovation, collaboration, and dedication drive success.

Stifel is more than 135 years old and still thinking like a startup. The entrepreneurial spirit that launched our firm in 1890 is as abundant as ever. And it’s a key quality we seek in the people who want to join our growing firm.

We are looking for professionals who are ready to empower our clients to achieve their goals. It’s that simple.

Stifel is a place where you can build a rewarding career with one of the industry’s most collaborative and creative teams in financial services, client support, and technology. New ideas are welcome and fresh thinking is encouraged.

[H1] If you’re ready for us, we’re ready for you.

Apply Now

[H1] Not ready to apply?

Join our Talent Network and be the first one to know about opportunities
that might be your perfect fit.

Experienced Professionals
Students

[H1] Where Success Meets Success

At Stifel, we build advice-focused, collaborative relationships and a commitment to earning long-term trust. Our experience and agility uniquely position us to help clients navigate complexity and seize opportunity.
Within our Global Wealth Management segment, our Financial Advisors serve a diverse client base of individuals and institutions from 400 branches across the U.S. Supporting these Financial Advisors is a deep bench of talented and knowledgeable professionals who are dedicated to helping them deliver the full range of Stifel’s capabilities.
And in our Institutional Group segment, Stifel’s full-service investment bank is a global middle-market corporate advisory leader—fueled by the power of our people and the breadth of our platform. We offer a dynamic environment where professionals can thrive across a wide range of fields, including:

Investment Banking
Capital Markets
Equity Research
Public Finance

Learn more about our career opportunities here:

[H3] Home Office (St. Louis)

Investment Products & Services

Investment Products & Services provides our advisors specialized advice and support on professional money management, mutual funds, annuities and insurance, retirement plans, financial and estate planning, exchange traded funds, marketing, and much more.

Operations

Operations provides critical back-office support to our advisors and clients. Operations careers offer an excellent opportunity to learn about the securities industry, with multiple paths for advancement within the department and elsewhere in the firm.

IT and Technology Product Development

Information Technology provides technical support to our more than 10,000 associates firm-wide and maintains our technological infrastructure. Our IT associates include software engineers, developers, programmers, analysts, and more.

Compliance, Audit, Legal, and Accounting

Our highly regulated industry relies on Compliance to ensure adherence to all applicable laws, rules, and regulations to protect investors and maintain the firm’s integrity. Finance manages all accounting functions, including payroll, accounts payable, corporate treasury, tax compliance, and financial reporting. Internal Audit evaluates the firm’s governance, risk management, and internal control processes through operational, financial, and compliance audits of various departments.

Human Resources

Human Resources specializes in compensation, benefits, employee relations, recruiting, and strategic planning and development. The department strives to balance associate needs and Stifel’s overall business goals while ensuring compliance with regulatory, federal, state, and local requirements.

[H3] Investment Banking & Institutional Group

Investment Banking

Stifel's full-service investment bank serves as a strategic advisor to entrepreneurs, family-owned businesses, private equity groups, and leading public and private corporations in North America, Europe, Asia, Israel, and Latin America. Our more than 600 investment banking professionals deliver insight and expertise with an integrated approach. This allows us to show the power of our people and platform through the full capabilities of Stifel’s institutional capital markets and retail brokerage network, which are among the most highly regarded in the industry. Learn More

Fixed Income Capital Markets

Stifel’s Fixed Income Capital Markets team provides a global platform to meet the wide-ranging investment and debt capital needs of depository institutions, financial companies, hedge funds, income funds, insurance companies, money managers, state and local governments, and other institutions in North America, Europe, and Asia. Our client-driven philosophy shapes a suite of products and services geared to help institutions generate revenue, preserve wealth, and ultimately grow their businesses. Learn More

Public Finance

With capabilities across many sectors and offices located across the country, Stifel’s Public Finance team helps public entities raise capital to build and maintain essential infrastructure. From negotiated borrowings and competitive bond sales to analytical investment and advisory services, Stifel stands as a comprehensive resource for all types of financing needs. Learn More

Research

Stifel’s Equity Research Group cultivates objective, in-depth analysis and timely, actionable research ideas on more than 1,800 global stocks across multiple sectors and geographies. Focused on producing proprietary and differentiated research, Stifel and KBW combine to form one of the industry's largest research platforms for small and mid cap equities. Learn More

Sales & Trading

Our Institutional Equity Sales & Trading Group delivers Stifel’s equity research, banking, corporate access, and other offerings to clients worldwide. Our team of experienced professionals covers all major markets in North America and Europe. We emphasize differentiated, research-driven products, and pride ourselves on delivering exceptional service with unparalleled value. Learn More

Global Markets

Recognizing that companies and investors are looking for growth opportunities wherever they exist, Stifel provides a full suite of institutional services to clients throughout North America, Europe, Asia, Israel, and Latin America.

We are a leading provider of global small cap equity research and operate trading desks in the world’s key financial centers. Our international experience also includes negotiating mergers and acquisitions, including cross-border transactions, as well as providing fairness opinions and valuation and restructuring services. Our full-service offering and deep domain and product expertise allow us to meet the evolving needs of our clients around the world.

Stifel Europe Career Opportunities

Other Global Locations Career Opportunities

[H3] Banking, Lending, and Trust Services

Venture Banking

Stifel Bank is committed to supporting the innovation community. Focused on seed- through late-stage companies, we provide a dynamic platform of collaborative solutions for treasury management and lending. Learn More

Treasury Management

Stifel Bank offers tailored treasury management accounts and banking products for business clients, supported by dedicated business bankers and a robust digital banking platform. We provide personalized programs and leading technology to deliver business banking services to our clients efficiently and securely. Learn More

Commercial Banking

Our mission is to be our clients’ reliable commercial banking partner of choice. Stifel Bank provides robust tools to help companies manage their finances efficiently and seamlessly. Learn More

Mortgage

Our experienced mortgage bankers provide the right loan tailored to our clients’ needs. Our mortgage lenders help clients evaluate appropriate loan options, resulting in a great mortgage solution. Clients have our lending team by their side to help them throughout the mortgage process. Learn More

Trust Services

Our clients receive personal service from experienced professionals, knowledgeable in specialized trust matters like record keeping, administration, and investing. Our Stifel Financial Advisors play an active role in the trust relationship, providing continuity and advice. Learn More

[H3] Financial Advisors

Financial Advisors

At Stifel, we believe it’s your business, your book, your clients. If you think this idea is new and trendy, it’s not. This has always been and will always be the very foundation of our organization.

Stifel advisors are happy and thriving here. We are proud to have motivated, hard-working professionals who are committed to providing a high level of personalized service to their clients, all while loving what they do.

In fact, Stifel ranked No. 1 in employee advisor satisfaction among investment firms in J.D. Power’s U.S. Financial Advisor Satisfaction StudySM for three years in a row, from 2023-2025.

The hype is real. Come and see for yourself. Learn more at www.ChooseStifel.com.

* Stifel received the highest score among employee advisors in the J.D. Power 2023-2025 U.S. Financial Advisor Satisfaction Studies, which measure employee advisors’ satisfaction among those who are employed by an investment services firm. Visit jdpower.com/awards for more details. Compensation provided for using, not obtaining, the award.

Branch Support Services

Whether it’s delivering timely insights on new tax legislation or providing high-quality research, Stifel’s vast support services benefit clients and associates alike. Each Stifel department works closely with Financial Advisors and their clients to help develop a complete financial strategy tailored to their specific needs. Apply Here

[H3] Internships and Campus Connection

Internships and Campus Connection

Stifel offers immersive programs that introduce students to exciting careers across our global financial services firm. Whether you’re exploring opportunities at our home office or the fast-paced world of investment banking, our internships are designed to provide meaningful, hands-on experience.

Home Office Internships

Stifel’s 10-week home office summer internship program embeds college students in various business functions. Interns have the opportunity to participate in group projects, collaborate with their fellow interns, and take part in learning sessions with leaders across the firm.

Internships are available in a number of departments, including:

Investment Products & Services
Technology
Operations
Compliance
Banking
Marketing
And more

Apply here.

Investment Banking and Institutional Group Internships

Stifel’s Institutional Group internships are designed to introduce students to investment banking, fixed income, and other institutional business lines. Our experiential program enables them to develop analytical and financial skills, make significant team contributions, and build strong client service skills at the onset of their careers.

Stifel offers a Summer Internship Program for college juniors and a Full-Time Analyst Program for recent graduates. Click here to learn more.

For institutional internship programs in Europe and London, Click here to learn more.

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[H1] Careers

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At Stifel, our associates are the heart of everything we do. Their dedication, expertise, and passion fuel our success—and we never take that for granted.
We're committed to being the Firm of Choice: a place where top talent wants to work, grow, and make a meaningful impact. Whether you're just starting your career or looking to take the next step, Stifel offers the support, resources, and opportunities to help you thrive.
Here, your work matters. Your ideas are valued. And your growth is a priority.