Company · 8 open roles
Careers at Stratos Wealth Partners
Stratos Wealth Partners has 8 active roles on ResuMinder right now. Score your CV instantly and use the ResuMinder extension to apply in seconds — no manual form-filling.
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8 positions at Stratos Wealth Partners
Tax Strategist & Senior CPA
Stratos Wealth Partners·Reno, Nevada, United States
Tax Strategist & Senior CPA at Stratos Wealth Partners. Location: Reno, Nevada, United States. Role: developing strategy, reviewing returns, consulting clients Requirements: Active CPA license, 8+ years progressive tax experience with high-net-worth clients, deep expertise in ind…
Client Services and Experience Manager
Stratos Wealth Partners·Franklin, Tennessee, United States
Client Services and Experience Manager at Stratos Wealth Partners. Location: Franklin, Tennessee, United States. Role: managing onboarding, coordinating custodians, improving workflows Requirements: 2+ years in wealth management operations or client service; hands-on onboarding, …
Part-Time Client Services Associate
Stratos Wealth Partners·Worthington, Ohio, United States
Part-Time Client Services Associate at Stratos Wealth Partners. Location: Worthington, Ohio, United States. Role: serving clients, scheduling meetings, maintaining records Requirements: Entry-level client-facing role; requires proficiency with Microsoft Office and CRM, familiarit…
Senior Client Services Associate
Stratos Wealth Partners·Westlake Village, California, United States
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…
Senior Accountant
Stratos Wealth Partners·Beachwood, Ohio, United States
Senior Accountant at Stratos Wealth Partners. Location: Beachwood, Ohio, United States. Role: performing accounting, closing month-end, supporting SOX Requirements: Bachelor's in Accounting required; 5+ years general ledger and financial reporting experience; strong GAAP and SOX …
Associate Wealth Advisor
Stratos Wealth Partners·Silver Spring, Maryland, United States
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 w…
Financial Advisor
Stratos Wealth Partners·Blue Ash, Ohio, United States
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 communi…
Operations Manager
Stratos Wealth Partners·Columbus, Ohio, United States
Operations Manager at Stratos Wealth Partners. Location: Columbus, Ohio, United States. Role: Oversee operations, Lead staff, Onboard clients Requirements: 5-7 years in wealth management/operations; leadership ability; knowledge of custodial platforms; strong communication and pr…