Paraplanner & Operations Associate

We support a diverse and varied clientele, from business owners and executives to retirees and individual investors. We embrace this diversity because it allows us to continually enhance our skills and depth of knowledge to meet the vast array of needs our clients present. Stratos Wealth Advisors' clients come to us seeking advisors who will place their interests first in every decision made and action taken.

Requirements

• Bachelor’s degree in Finance, Accounting, Business, or related field
• 1–3+ years experience in a financial advisory or wealth management firm
• Strong analytical and quantitative skills
• High attention to detail and accuracy
• Proficiency in Microsoft Office (Excel required)
• Experience with financial planning software and CRM systems
• Excellent written and verbal communication skills