Associate Financial Advisor

2 weeks ago

New Orleans, LA, United States Stratos Wealth Partners Full time
About Us:
Stratos Wealth Partners is a leading financial advisory firm dedicated to helping our clients achieve their financial goals through personalized and strategic planning. We pride ourselves on our commitment to excellence, integrity, and teamwork. Our dynamic team is looking for a detail-oriented and motivated Associate Financial Advisor to join us in delivering exceptional service to our clients.

Position Overview

We are an expanding advisory firm based in Metairie, LA, seeking an Associate Financial Advisor to join our team. In this role, you will provide essential support to our lead advisors by conducting research, preparing for client meetings, and assisting with client communications. You'll collaborate closely with advisors to deliver high-quality, comprehensive service to our clients.

This opportunity is perfect for someone passionate about the financial services industry and eager to advance their career in a collaborative environment. Over time, the successful candidate will have the chance to grow into a Financial Advisor role, managing relationships with existing clients.

Key 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.
Benefits:
  • 401(k).
  • Paid time off.
  • Bonus.
Qualifications:
  • 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.
  • Relevant certifications (e.g., CFP, CFA, EA) or commitment to obtaining such credentials is a plus.

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