Hybrid Associate Wealth Advisor

Stratos Wealth Partners, Ltd.; Beachwood (OH); Hybrid; USD 75,000 - 90,000; Full time

Benefits offered by this job

401(k) with Safe Harbor Contribution

Profit Sharing

Paid Time Off

Job summary

Sheerbrook Wealth Management is seeking an Associate Wealth Advisor to join our hybrid Cleveland, OH team. The role supports the Lead Advisor and clients, conducting annual reviews, and contributing to our comprehensive financial planning process.

The ideal candidate has 3–5+ years in wealth management, holds Series 7/63 and/or Series 65/66 licenses, and can work across retirement, tax, investment and estate planning.

Qualifications

• 3 to 5+ years’ experience in financial services, wealth management, or financial planning, ideally in an Associate/Servicing Advisor/Paraplanner role.
• Series 7 and 63 and/or Series 65 or Series 66: required.
• CFP designation is not required, however a plus.
• Experience with major custodial platforms (Fidelity, Schwab, SEI, LPL).
• Solid knowledge of financial planning concepts, advisory process, and fiduciary principles.
• Strong written and verbal communication skills.
• Self-directed and accountable; able to manage multiple responsibilities in a lean, growing practice.

Responsibilities

• Support advisor annual and periodic client reviews, including preparation, client-facing meetings, and follow-through execution.
• Complete rollover best interest disclosures and analyses in compliance with regulatory requirements.
• Deliver financial planning recommendations across retirement, tax, investment and estate planning.
• Build and maintain comprehensive financial plans using MoneyGuide Pro or eMoney, including projections and scenario analyses.
• Coordinate with custody and estate planning platforms on client planning needs.
• Prepare for and participate in client meetings; capture notes and drive actions to completion.

Skills

Client communication

Self-directed

Multi-tasking

Tools

MoneyGuide Pro

eMoney

Job description

Sheerbrook Wealth Management is seeking an Associate Wealth Advisor to join our hybrid Cleveland, OH team. The role supports the Lead Advisor and clients, conducting annual reviews, and contributing to our comprehensive financial planning process.

The ideal candidate has 3–5+ years in wealth management, holds Series 7/63 and/or Series 65/66 licenses, and can work across retirement, tax, investment and estate planning.