Associate Advisor

At Stratos Private Wealth, we combine financial planning, investment management, and thoughtful guidance to help our clients make confident decisions about their future. We’re growing and looking for an Associate Advisor who wants more than just a support role.

In this role you’ll gain hands-on experience across client relationships, financial planning, and investments, with a clear path to becoming an Advisor. This is an ideal opportunity for someone who enjoys both analytical work and client interaction and wants to grow in a high-accountability, high-performing firm.

WHAT YOU'LL DO

You’ll work directly with Lead Advisors and play a meaningful role in delivering an exceptional client experience:

• Client Meetings & Preparation – Prepare for and participate in client meetings, contribute to presentations, and drive follow-up actions
• Financial Planning – Build and update financial plans (retirement, tax, insurance, estate) and identify planning opportunities
• Client Relationship Management – Communicate directly with clients and help deliver a high-touch, proactive service experience
• Investment Exposure – Develop knowledge of model portfolios, markets, and portfolio strategy
• Business Development Support – Assist in identifying new opportunities, preparing recommendations, and supporting new client onboarding

This role offers increasing responsibility over time, including presenting in meetings and taking ownership of client relationships as you grow.

WHAT WE’RE LOOKING FOR

• Bachelor’s degree
• 1 years of experience in financial services
• Strong attention to detail and follow-through
• Clear, professional communication skills
• Highly organized and able to manage multiple priorities

PREFERRED (but not required):

• CFP® (or working toward it)
• Experience with financial planning software and CRM systems (Salesforce a plus)

WHY CHOOSE STRATOS PRIVATE WEALTH?

Competitive Compensation & Benefits - We offer a top-tier compensation and benefits package, including:

• Base Salary: $75,000 - $125,000
• Bonuses: Performance-based bonus (10-15% of base salary) and a New Money bonus when new clients join the firm.
• Insurance: 100% employer-paid medical insurance for employees, optional employee paid dental and vision coverage
• Retirement: 6% 401(k) match
• Time Off: 10 paid holidays, 2 Floating Holidays, 13 vacation days (18 days after two years), 7 sick days, Summer Fridays (short day)
• Flexibility: Remote work every Friday 26 flex remote days
• Professional Development: 100% education reimbursement for approved programs

Growth & Development

• Real Career Path (Not Just a Job): We’ve built a structured Associate Advisor career path with increasing responsibility across planning, investments, and client relationships, designed to develop future Lead Advisors.
• Professional Development: We support team members in building skills and experience through hands-on training, close collaboration with experienced professionals, and meaningful involvement in day-to-day client and portfolio support.
• Performance Feedback: Team members receive regular feedback and coaching to support strong performance, continuous learning, and professional growth, including a professional development plan and performance review twice a year.
• Training & Education: We offer in-house training throughout the year and encourage ongoing learning through our continuing education program, including education reimbursement for approved courses.

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.

Ready to join a team that values your contributions and invests in your growth? Apply today and become part of Stratos Private Wealth!