Job Description
Investment Advisor Associate
Location: Onsite – Nocatee, FL
Company: Stratton & Company
Are you passionate about retirement planning, investment advisory, and tax planning, excellent with details, and comfortable building strong client relationships? Stratton & Company is growing, and we're looking for an Investment Advisor Associate to join our team in our new Nocatee office. Our boutique firm offers a small, friendly office environment where your contributions make a meaningful impact.
Role Responsibilities:
- Conduct annual reviews with clients, clearly communicating their investment progress and answering questions.
- Handle client onboarding, including managing paperwork, data entry, and ensuring a smooth initial experience.
- Efficiently manage client service requests and execute trade orders promptly and accurately.
- Organize, update, and maintain comprehensive retirement plans using our planning software and CRM.
- Assist the senior advisor with tax analysis, investment research, and other planning needs.
Requirements:
- Bachelor's degree
- Active investment license (Series 65 or equivalent) or currently pursuing licensure.
- Prior experience in a financial advisory, wealth management, or related professional setting.
Who We're Looking For:
- Excellent interpersonal and communication skills.
- Strong attention to detail, organized, and able to manage multiple tasks efficiently.
- Comfortable with retirement planning software and CRM platforms.
What You'll Enjoy:
- Collaborative, supportive environment.
- Opportunity to grow your skills alongside experienced financial professionals.
- Competitive compensation with performance incentives.
- Opportunities to advance into a Senior Investment Advisor role or transition into other office support roles based on your interests and career goals.
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