STRATOS is an independent financial services firm headquartered in Beachwood, Ohio, providing experienced advisors with a reliable infrastructure to develop and grow their businesses. The company offers operational, strategic, and revenue-generating resources for both new and established independent financial advisors, leveraging advanced technology and communication tools alongside diverse product partners to enhance the client experience.
Open Positions
Client Service Associate
Associate’s degree required; 2–3+ years of client service experience in financial services preferred
Operations Manager
5-7 years of progressive experience in practice management or operations management, bachelor’s degree, and strong leadership skills
Senior Client Service Associate
5+ years of experience, Bachelor's degree, strong leadership and team management skills
Client Service Manager
3+ years of experience in 401(k), retirement plan administration, or financial services client support, Working knowledge of 401(k) plans, ERISA concepts, and retirement plan operations, Strong organizational skills with exceptional attention to detail
Client Service Associate
3+ years of client service experience, excellent communication skills, and attention to detail
Paraplanner & Operations Associate
Bachelor’s degree in Finance or related field, 1-3+ years experience, analytical and quantitative skills
Compliance Analyst
Bachelor's degree, 2-3 years' experience, FINRA certifications, and strong communication skills
Client Service & Operations Associate
Bachelor's degree preferred, experience in financial services or wealth management preferred, strong attention to detail and follow-through
Client Care Specialist
3+ years of client service experience, attention to detail, technology skills, client-centric approach, and superior communication skills
Part-Time Client Services Associate
2+ years of client service experience, proficiency in Microsoft Office Suite, client-first attitude
+15 More Jobs Available!
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