What are the responsibilities and job description for the Advisor Assistant, Planning Associate position at Stratton & Company?

Company Description

Stratton & Company is a second-generation, family-run financial planning company specializing in helping retirees and pre-retirees achieve their dream retirement. Since 2001, we’ve been serving the Jacksonville, FL community, providing income planning, proactive tax forecasting, and investment management services tailored to secure and guarantee income in retirement.

In 2025, we are excited to expand our presence with the opening of a new, welcoming office in Nocatee, FL, designed to offer a local coffee-shop vibe and foster a vibrant community experience for our clients.

Role Description

We are seeking a Advisor Assistant, Planning Associate to join our team in Jacksonville, FL. This is a full-time, on-site role with hours of operation :

Monday to Thursday : 9 : 00 AM to 5 : 00 PM
Friday : 9 : 00 AM to 1 : 00 PM

The role also requires occasional attendance at evening client events , with staff participation scheduled on a rotating basis.

In this role, you will work closely with our advisors to provide essential support for client relationship management, meeting preparation, and new business pipeline coordination. This includes preparing applications, supporting documents, and service forms. The ideal candidate will demonstrate a high level of accuracy, attention to detail, and the ability to manage multiple tasks in a dynamic and fast-paced environment.

Key Responsibilities

Assist advisors in preparing financial planning documents, applications, and account forms.

Coordinate client communications, ensuring a smooth and professional experience.

Manage meeting preparation, including gathering necessary documentation and creating agendas.

Support new business development efforts, tracking opportunities in the pipeline.

Maintain and organize client data in our CRM systems.

Attend occasional weeknight client events to represent the company and build relationships.

Qualifications

Experience : At least 1-2 years of experience in the financial services industry preferred.

Attention to Detail : Exceptional accuracy and conscientiousness in completing tasks.

Organizational Skills : Ability to prioritize and manage workload in a fast-paced environment.

Team Player : Strong interpersonal skills and ability to work collaboratively.

Client-Focused : Comfortable communicating directly with clients, both one-on-one and in small groups.

Licensing : Florida Insurance License preferred (can be obtained after hiring).

Tech-Savvy : Familiarity with financial software, CRMs, and Microsoft Office Suite.

Why Join Stratton & Company?

Be part of a trusted, family-owned business with over 20 years of excellence in Northeast Florida.

Work in a collaborative and supportive team environment.

Enjoy a modern office space with a welcoming atmosphere for both staff and clients.

Opportunities for professional growth and development within the financial planning industry.

How to Apply

If you’re passionate about supporting clients on their financial journey and thrive in a detail-oriented, client-focused environment, we’d love to hear from you. Submit your resume and a cover letter detailing your experience and why you’d be a great fit for the Stratton & Company team.

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Advisor Assistant, Planning Associate

What are the responsibilities and job description for the Advisor Assistant, Planning Associate position at Stratton & Company?

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