About this role
Financial Advisor at Stratos Wealth Partners. Location: Blue Ash, Ohio, United States. Role: prepare meetings, develop plans, advise clients Requirements: 5–7 years in financial planning and client relationships; CFP designation required; Series 65 required; strong client communication and teamwork. Category: Finance and Accounting Seniority: Mid Level Certifications: cfp, series 65 Commitment: Full Time Workplace: Onsite Languages: English