About this role
Senior Client Services Associate at Stratos Wealth Partners. Location: Westlake Village, California, United States. Role: serving clients, building relationships, facilitating trades Requirements: Bachelor's degree, 5+ years in financial client services, Series 65/66 preferred or willingness to obtain, strong client relationship, communication, leadership, and investment knowledge. Category: Finance and Accounting Seniority: Senior Level Certifications: series 65, series 66 Commitment: Full Time Workplace: Onsite Languages: English