Apply on Employer Site

STRATOS · 1 hour ago

Associate Financial Advisor

Metairie, LA

Full-time

Onsite

Entry Level

$85K/yr - $100K/yr

1+ years exp

Stratos Wealth Partners is a leading financial advisory firm dedicated to helping clients achieve their financial goals through personalized planning. The Associate Financial Advisor will provide essential support to lead advisors by conducting research, preparing for client meetings, and assisting with client communications.

ConsultingFinancial Services

Growth Opportunities

Responsibilities

Collaborate with financial advisors to develop and prepare comprehensive financial plans tailored to client needs

Conduct in-depth research on investment options, insurance products, and financial strategies

Assist in the analysis of client financial data, including income, assets, liabilities, and expenses

Prepare and present financial reports, projections, and recommendations to clients

Maintain and update client records and documentation to ensure compliance with regulatory requirements

Assist with client meetings by preparing agendas, taking notes, and following up on action items

Stay up to date on industry trends, market conditions, and regulatory changes

Participate in team meetings and contribute to continuous improvement initiatives within the firm

Provide exceptional customer service and build strong relationships with clients and team members

Qualification

FINRA Series 7FINRA Series 66Financial planning softwareWealth management systemsFinancial planning conceptsInvestment strategiesRetirement planningMicrosoft Office SuiteAnalytical skillsProblem-solving skillsCommunication skillsTeam collaboration

Required

Bachelor's degree in Finance, Accounting, Business Administration, or a related field

FINRA Series 7 and 66

Familiarity with wealth management systems like CRM and financial planning software

1-3 years of experience in a financial services or advisory role, preferably as a Paraplanner or Financial Analyst

Knowledge of financial planning concepts, investment strategies, and retirement planning

Proficient in financial planning software and Microsoft Office Suite (Emoney, Orion, Excel, Word, PowerPoint)

Strong analytical and problem-solving skills with keen attention to detail

Excellent written and verbal communication skills

Ability to work independently and collaboratively in a fast-paced environment

Preferred

Relevant certifications (e.g., CFP, CFA, EA) or commitment to obtaining such credentials is a plus

Benefits

401(k)

Paid time off

Bonus

Company

STRATOS

Headquartered in Beachwood, Ohio, Stratos is an independent, partner-owned and operated financial services firm that works solely to facilitate the success of more than 350 independent financial advisors nationwide.

Founded in 2008

Beachwood, Ohio, USA

501-1000 employees