Financial Advisor

Company Description

Stratos, headquartered in Beachwood, Ohio, is an independent, partner‑owned financial services firm dedicated to supporting over 400 independent financial advisors nationwide. Stratos equips advisors with robust infrastructure, advanced technology, and flexible resources to establish and grow their businesses. With a team of over 85 professionals, the firm delivers operational, strategic, and revenue‑generating support tailored to client needs. Stratos' partnerships extend to a wide range of product and service providers, ensuring exceptional solutions and enhanced client experiences.

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This is a full‑time, on‑site position based in Scottsdale, AZ, for a Financial Advisor. Responsibilities include providing tailored financial advice, conducting in‑depth financial planning, guiding clients through investment strategies, and assisting with retirement planning. The Financial Advisor will work collaboratively within a professional environment to serve clients' financial goals and provide personalized solutions that align with their needs.

• Expertise in Financial Planning, including creating and managing comprehensive financial strategies for clients
• Knowledge and skills in Finance and Investments to offer informed advice and guidance
• Proficiency in Retirement Planning, helping clients establish and achieve their retirement goals
• Experience in Financial Advisory to foster relationships and support client decision‑making
• Strong communication and interpersonal skills to build trust and rapport with clients
• Proven ability to assess financial goals and develop actionable plans
• Bachelor’s degree in Finance, Accounting, Economics, or a related field required; CFP or equivalent certification is a plus
• Ability to work independently and as part of a team in a dynamic and client‑focused environment