PWM Recruitment | Stephens

Who We Are

What We Do

We provide investment banking, research, sales and trading, asset and wealth management, public finance, insurance, private capital, and family office services.

About Us

We are a family-owned financial services firm that values client relationships, long-term stability, and supporting the communities where we live and work.

The Stephens Story

The idea of family defines our culture, because each of us knows that our reputation is on the line as if our own name was on the door.

Leadership

Our reputation as a leading independent financial services firm is built on the stability of our longstanding and highly experienced senior executives.

Impact Initiatives

We are committed to bettering the communities where we live and operate. We do this by supporting corporate philanthropy, economic and financial literacy advocacy, and professional success.

Our Brand Ambassadors

Stephens is proud to sponsor the PGA TOUR, LPGA Tour, and PGA TOUR Champions careers, as well as applaud the philanthropic endeavors, of our Brand Ambassadors.

Stephens & Atlassian Williams Racing

Stephens is the official investment banking partner of Williams Racing, one of the most winning teams in F1 history. We share that tradition of success.

Making Connections

We host many highly informative meetings each year with clients, industry decision makers, and thought leaders across the U.S. and in Europe.

Our Businesses

Capital Management

We provide fiduciary investment strategies to public-and private-sector institutional clients through asset allocation, consulting, and retirement services.

Fixed Income Sales & Trading

Decades of proven performance and experience in providing tailored fixed income trading and underwriting services to major municipal and corporate issuers.

Institutional Equities and Research

Proven industry-leading research, global market insights, and client-focused execution.

Insurance

Customized risk management, property & casualty, executive strategies and employee benefits solutions that protect our clients over the long term.

Investment Banking

We assist companies with accessing capital through innovative advisory and execution services that help firms achieve their strategic goals.

Private Capital

We have been a trusted and reliable source of capital for private companies for over 70 years.

Private Wealth Management

Our experienced Private Client Group professionals develop customized investment strategies to help clients achieve their financial goals.

Public Finance

We are a trusted municipal advisor with proven expertise in public financings. We also work with clients in negotiated and competitive municipal underwritings.

Private Wealth Management

The Resources and Support You Need to Thrive

Stephens Financial Consultants have the resources and freedom necessary to help meet the needs of their clients – all while providing you the support needed to achieve your personal career goals. Our firm is focused on relationships, values, and growth.

Why Stephens?

As you learn more about Stephens, we are confident you will discover a culture that provides the freedom for you to focus on what really counts – helping build long-term value for your clients.

Financial Consultants 8:1 To Support Team ratio

Opportunities for Experienced Investment Professionals

Take the next step in your career with a firm that values relationships over transactions. Apply to join a team that is passionate about supporting your personal and professional development.

What our Financial Consultants are saying

At Stephens, our financial consultants thrive in an environment that values innovation, collaboration, and a steadfast commitment to client success. Our financial consultants consistently highlight the firm’s entrepreneurial spirit, supportive culture, and access to robust resources as key drivers for their professional growth.

A message from Kevin Scanlon, Executive Vice President and Head of Private Wealth Management

"At Stephens, we thrive in a culture of collaboration, leadership, and unwavering dedication to success. Every day brings new opportunities, challenges, and rewards. The emphasis on personal and professional growth empowers us to reach new heights together." - Kevin Scanlon, Executive Vice President and Head of Private Wealth Management

Onboarding Process

Our dedicated team will assist with all of your client documentation and training you and your team on our technology, as well as the logistics for your new office.

Products & Services

From personalized financial solutions to innovative investment strategies, we provide the tools and expertise to help you achieve your goals.

Our Culture is all about our people.

Our Benefits

At Stephens, we’re committed to ensuring our employees can live full and healthy lives at the office, at home … wherever they are.

Our Locations

We have offices located throughout the U.S. and in Europe.

Discover Open Positions

The Private Client Group has much to offer experienced financial professionals and individuals seeking careers in wealth management. Candidates value our robust suite of resources and the stability of working at one of the nation’s most successful family-run businesses.