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.

Stratton & Company

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Associate Investment Advisor