Financial Advisor jobs in United States
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STRATOS · 7 hours ago

Financial Advisor

positionGarden City, NY
timeFull-time
remoteHybrid
seniorityMid Level
date3+ years exp

STRATOS is seeking a Financial Advisor to deliver personalized investment solutions to clients. The role involves creating financial plans, ensuring accuracy, and supporting investment professionals in building client relationships.

ConsultingFinancial Services
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Growth Opportunities

Responsibilities

Provide financial planning support to clients
Support investment professionals to cultivate client relationships
Prepare financial plans and check their accuracy

Qualification

Series 7 licenseSeries 65 licenseInvestment business knowledgeFinancial planning experienceInterpersonal skills

Required

Series 7 and/or 65 license
3+ years' of industry experience
Strong understanding of the investment business
Excellent interpersonal skills

Company

STRATOS

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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.
dateFounded in 2008
location
Beachwood, Ohio, USA
people-size501-1000 employees
web-link
http://stratoswealthpartners.com

Funding

Current Stage
Late Stage
Total Funding
unknown
Key Investors
Emigrant Partners
2020-04-02Corporate Round

Leadership Team

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Jeff Concepcion
Founder and CEO
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Recent News

PR Newswire
Stratos Wealth Holdings Appoints Charis Jones as Chief Operating Officer
2025-10-09
Morningstar.com
Stratos Wealth Partners Takes No. 23 on Barron's Top Ria Firms List
2025-09-29
PR Newswire
Stratos Wealth Partners Earns Top Workplaces Honor for Second Consecutive Year
2025-06-30
Company data provided by crunchbase