Paraplanner & Operations Associate

Why Join Stratos Wealth Advisors?

We support a diverse and varied clientele, from business owners and executives to retirees and individual investors. We embrace this diversity because it allows us to continually enhance our skills and depth of knowledge to meet the vast array of needs our clients present.

Stratos Wealth Advisors' clients come to us seeking advisors who will place their interests first in every decision made and action taken. They remain with us because we demonstrate that commitment every day.

The Paraplanner & Operations Associate plays a dual role within the firm:

This role is ideal for someone who enjoys both analytical planning work and improving processes behind the scenes.

• Prepare and update financial plans using planning software; Money Guide Pro , a plus.)
• Gather and analyze client data (income, expenses, investments, insurance, estate documents)
• Run retirement projections, tax scenarios, and cash flow analyses
• Prepare client meeting materials and presentation decks
• Document meeting notes and track follow-up items
• Conduct investment research and assist with portfolio implementation
• Support account opening, transfers, and paperwork processing
• Assist with rebalancing and trading preparation (as applicable)

• Maintain and optimize CRM workflows
• Ensure client data integrity and compliance documentation
• Support development and documentation of standard operating procedures (SOPs)
• Track and manage internal project timelines
• Coordinate with custodians and third-party providers
• Identify opportunities to improve operational efficiency and client experience
• Assist with compliance tracking and audit preparation
• Help implement and integrate technology solutions

• Bachelor’s degree in Finance, Accounting, Business, or related field
• 1–3+ years experience in a financial advisory or wealth management firm
• Strong analytical and quantitative skills
• High attention to detail and accuracy
• Proficiency in Microsoft Office (Excel required)
• Experience with financial planning software and CRM systems
• Excellent written and verbal communication skills

• CFP™ candidate or interest in pursuing CFP™ designation
• Experience working with RIAs or independent advisory firms
• Knowledge of custodial platforms (Schwab, Fidelity, etc.)

• Analytical and detail-oriented
• Process-driven and organized
• Proactive problem-solver
• Client-service mindset
• Ability to manage multiple priorities
• Comfortable working both independently and collaboratively