About the role#
The Advisory Services Intern will gain exposure to how Stifel supports financial advisors, branches, and clients. You will work alongside experienced team members to learn about program management, advisor support, business operations, and compliance. This role involves hands-on assignments, job shadowing, and program rotations to help you build a broader understanding of the financial services industry.
What you'll do#
- Assist with research, reporting, quality reviews, and special projects.
- Review business and program data to identify trends and translate findings into insights.
- Participate in job shadowing and learning opportunities across multiple Advisory teams.
- Explore how technology, including Microsoft Copilot, can improve efficiency and data analysis.
- Collaborate with fellow interns on a summer-long project and present recommendations to Advisory leadership.
What you'll need#
- Currently pursuing a degree in Business, Finance, Accounting, Business Analytics, Economics, or a related field.
- Completion of at least one year of college coursework is preferred.
- Curiosity about finance, investing, wealth management, and business operations.
- Strong analytical, problem-solving, and communication skills.
- Ability to stay organized and manage multiple assignments.
- A positive, proactive mindset with a willingness to learn and ask questions.
- Comfort using Microsoft Excel, Word, PowerPoint, and Outlook.
- Interest in learning internal tools like Thomson One, BETA, and other reporting software.
Location & details#
- Location: Saint Louis, Missouri.
- Term: Summer 2027.
- Modality: On-site.
- This is a full-time, paid internship.
- Stifel does not offer sponsorship for this role.
About Stifel Financial Corp.
Stifel Financial Corp. is a financial services holding company based in St. Louis, Missouri. It provides brokerage, investment banking, and advisory services to individual investors, businesses, and municipalities. The firm operates through more than 400 locations across the United States. It maintains a large network of financial advisors and manages multiple subsidiaries including retail banks and trust companies.
How to get in at Stifel Financial Corp.
Securing an internship at Stifel Financial Corp. requires a proactive approach to the application process. Because early applicants often receive more attention before the candidate pool grows, Intern Insider sends an instant alert the moment a role matching your target is published. This allows you to submit your materials among the first candidates. Reaching out to the right people is just as important as timing. Intern Insider surfaces the recruiters behind the company roles so you can contact them directly to ask about the position or a referral. This direct connection often improves your response rates compared to submitting an application into a general queue.
