About this role
Associate Advisor at Stratos Wealth Partners. Location: Scottsdale, Arizona, United States. Role: prepare meetings, develop plans, improve service Requirements: 2+ years in financial services or degree in financial planning; Bachelor's degree; FINRA Series 7 & 65 or willingness to obtain; CRM experience preferred; strong client management skills. Category: Finance and Accounting Seniority: Mid Level Tools: Redtail, LPL ClientWorks Certifications: finra series 7, finra series 65 Commitment: Full Time Workplace: Onsite Languages: English