Hybrid Client Advisor & Relationship Manager
Job in
Worthington, Franklin County, Ohio, USA
Listed on 2026-05-21
Listing for:
Stratos
Full Time
position Listed on 2026-05-21
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Stratos in Worthington, Ohio, is looking for a Client Relationship Manager / Associate Advisor to support financial planning and client service. This hybrid role requires close collaboration with Lead Advisors and a focus on client satisfaction, lead generation, and practice management.
Ideal candidates will hold a relevant bachelor's degree and a Series 65 license, along with 2-5 years of financial services experience. Strong organizational and communication skills are essential for success.
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