At Stratos Private Wealth , we combine financial planning, life coaching, and investment management to deliver a highly personal approach to wealth management. As trusted financial guides, we build meaningful client relationships and provide exceptional service to help our clients achieve their goals.
We are growing and looking for a motivated Associate Financial Advisor to join our team. You will play a critical role in supporting advisors with financial planning, portfolio management, client service, and business development. This role is ideal for someone who thrives in a fast-paced environment, enjoys client interaction, and has a passion for business development and prospect engagement.
WHY CHOOSE STRATOS PRIVATE WEALTH?
Competitive Salary and Benefits - We offer a top-tier compensation package, including :
- Competitive Base Salary : Benchmarked against the industry’s top quartile.
- Performance Bonuses : Transparent, structured plans tied to individual and team performance.
- Benefits : 100% paid medical insurance for employees, a 6% 401k match, and generous paid time off.
Positive Culture and Work Environment - We foster a culture of collaboration, equipping our team with the tools and resources they need to succeed, while ensuring every voice is heard and valued. Our team benefits from :
Modern Workspaces : A state-of-the-art office with triple monitors, standing desks, and complimentary drinks and snacks.Employee Engagement Initiatives : We conduct bi-annual engagement surveys, bi-weekly team meetings, weekly 1-on-1 meetings with managers, and regular team events to foster collaboration and ensure every voice is heard.Innovation Rewards : We offer a “Better Way” bonus for improving processes and procedures.Growth Opportunities : We provide every team member with a clear road map for growth and development.
Career Development : Every team member receives a written career path, performance development plan and two performance reviews every year. Associate Advisor plan includes clear career path to full Lead Advisor role.Ongoing Training & Education : We provide in-house training throughout the year and our continuing education program encourages team members to expand their industry knowledge through education reimbursement.WHAT YOU WILL DO AS AN ASSOCIATE FINANCIAL ADVISOR
Work with Lead Advisors to deliver impactful prospect and client meetings. Including gathering data, building financial plans, assisting with recommendations, and drafting meeting summaries.Prepare customized financial plans, utilize financial planning software, and assist with financial planning advice, including retirement, insurance and tax.Develop strong client relationships through direct interaction with clients.Support lead generation programs by contacting leads, scheduling and participating in prospect meetings, preparing recommendations, and assisting with onboarding new clients.Acquire knowledge of our model portfolios and develop a fundamental understanding of the financial markets.REQUIRED QUALIFICATIONS & CHARACTERISTICS
Bachelor’s degree1 years of experience in wealth management or advisory supportProficient in Microsoft Office SuiteHigh degree of accuracy, attention to detail, and strong problem-solving skillsPositive attitude with a collaborative mindsetExcellent written and verbal communication skillsCOMPENSATION & BENEFITS
Base Salary : $70,000-$85,000 / yearBonuses : Performance-Based Bonus (2 times a year) and a Net New Money bonus when new clients join the firmInsurance : 100% employer-paid medical coverage for employees (90% for premium plans), with optional dental and vision plans available.Retirement Savings : 6% 401(k) MatchProfessional Development : 100% Education Reimbursement on approved programs and certificationsWork Life Balance : Remote work every Friday plus 26 additional flex remote days annually, 10 Paid Holidays, 13 Vacation days to start, 18 Vacation days after two years, Summer Fridays (short day).Ready to join a team that values your contributions and invests in your growth? Apply today and become part of Stratos Private Wealth!
Salary : $70,000 - $85,000
