Associate Financial Advisor
Stratos Wealth Partners · Posted Nov 9, 2026
- Redwood City, California, United States
- Hybrid
- Full-time · Associate
- $90K–$124K per year
- 2+ years
Compensation
Compensation: $90,000 – $124,000 base salary, depending on experience and level (Associate Advisor Level 1 or 2), plus annual performance bonus eligibility and benefits.
Responsibilities
- Serve as relationship lead for an assigned group of households, and as second chair alongside Lead Advisors for higher-tier relationships.
- Take an active role in client meetings (presenting, not only taking notes).
- Follow PFP’s onboarding process for new clients and the case preparation process for review meetings.
- Participate in all firm client campaigns. Client relationship development and management, including ongoing and regular client contact and communications.
- Manage, delegate and complete all meeting follow-up items; send post-meeting summaries and action items to clients.
Requirements
- Bachelor’s degree in finance, business, accounting, economics or related field
- Nice to have: CFP certification
- Nice to have: CFP Board-registered education program