Stephens

PC CL - Marketing Executive

Marketing Executive

Bachelor's degree; 5+ years related experience; property & casualty license; insurance designations preferred.

P&C Commercial - Customer Services Rep

Customer Services Rep

3+ years of related experience; high school diploma or GED; insurance licenses in each state where business is solicited; HIPAA training.

Registered Client Associate

Bachelor's degree in Accounting, Marketing, Business Administration, Finance, or related field; 12-18 months of experience; SIE; Series 7; Series 63 or 66; strong communication and organizational skills.

Customer Service Representative

Customer service role requiring strong communication, attention to detail; college degree or equivalent; life/annuity insurance experience preferred; license or willingness to obtain license.

Managing Director

Bachelor’s in Business/Finance or related field; 5+ years of relevant experience; Series 7 & 63 licenses.

Senior Wealth Planning Associate

Wealth Planning Associate

Senior wealth planning role requiring 3-5 years of related experience; CPA or CFP or similar designation; licenses including SIE, Series 7, Series 63/66; insurance license; bachelor’s degree or equivalent.

Title	Location	Date
PC CL - Marketing Executive Full Time · 5+ YOE Birmingham, Alabama, United States · Onsite	Birmingham, Alabama, United States Onsite	Sep 15, 2025
P&C Commercial - Customer Services Rep Full Time · 3+ YOE Birmingham, Alabama, United States · Onsite	Birmingham, Alabama, United States Onsite	Sep 15, 2025
Registered Client Associate Full Time · 1+ YOE Atlanta, Georgia, United States · Onsite	Atlanta, Georgia, United States Onsite	Jun 11, 2025
Customer Service Representative Full Time · 1+ YOE Little Rock, Arkansas, United States · Onsite	Little Rock, Arkansas, United States Onsite	Mar 7, 2025
Managing Director Full Time · 5+ YOE Winston-Salem, North Carolina, United States · Onsite	Winston-Salem, North Carolina, United States Onsite	Jan 23, 2025
Senior Wealth Planning Associate Full Time · 3+ YOE Little Rock, Arkansas, United States · Onsite	Little Rock, Arkansas, United States Onsite	Jul 10, 2024

Activities	Investment bankingAsset managementWealth managementEquity researchPublic finance
Headquarters	US
Industries	Financial ServicesInvestment Banking
Name	Stephens
Employees	1,424
Type	Private
Parent Company	SI Holdings Inc.
Subsidiaries	Bluffview CapitalStephens Insurance
Tagline	Stephens provides investment banking and financial advisory services.
Founded	1,933
Website	stephens.com

Stephens

About Stephens