About this role
Associate Wealth Advisor at Stratos Wealth Partners. Location: Silver Spring, Maryland, United States. Role: support advisory, build plans, manage relationships Requirements: 3–5+ years in financial services; Series 65 license or ability to obtain within 90–120 days; experience with Schwab/Fidelity; strong communication; self-directed; advisory track. Category: Finance and Accounting Seniority: Mid Level Tools: Schwab, Fidelity, RightCapital, eMoney Certifications: series 65 (investment adviser representative), cdfa (certified divorce financial analyst) Commitment: Full Time Workplace: Hybrid Languages: English