Advisory Operations Summer Intern

The Summer Internship Program at Stratos Wealth Partners offers an exceptional opportunity for aspiring finance professionals to immerse themselves in the professional world. This program is designed to provide interns with comprehensive exposure to the industry, combining professional development and personal enrichment. As an Advisor Operations Intern, you will play a crucial role in supporting Stratos Wealth Partners' operational infrastructure and client services. This position offers a unique blend of structured learning, hands-on experience, and engaging activities, allowing you to gain valuable insights into financial practices within the wealth management sector.

The Advisory Operations Department at Stratos Wealth Partners works with our internal financial advisors utilizing multiple custodians including Fidelity, Charles Schwab, LPL.  Reporting to the Director of Advisory Operations, this internship position will focus on a wide range of administrative and client support services. 

Job Responsibilities: 

• Work with multiple custodians on new account processing and operational items

• Review Stratos Client Agreements and Best Interest Disclosures to ensure accurate record keeping and adherence to regulatory requirements

• Monitor and update account open and transfers associated with new advisor onboardings with Stratos

• Ensure any not in good order items are communicated to the Advisor Onboarding Team for prompt resolution

• Execute office/administrative tasks

• Assist with various projects as assigned

• Provide front desk coverage as needed

Work with multiple custodians on new account processing and operational items

Review Stratos Client Agreements and Best Interest Disclosures to ensure accurate record keeping and adherence to regulatory requirements

Monitor and update account open and transfers associated with new advisor onboardings with Stratos

Ensure any not in good order items are communicated to the Advisor Onboarding Team for prompt resolution

Execute office/administrative tasks

Assist with various projects as assigned

Provide front desk coverage as needed

Additional Opportunities:

• Valuable real-life experience in a dynamic, innovative and professional environment

Valuable real-life experience in a dynamic, innovative and professional environment

• Become more familiar with the Investment Advisory structure

• Collaborate with business partners

• Engagement with executive leadership

• Mentoring, direct coaching and feedback

Become more familiar with the Investment Advisory structure

Collaborate with business partners

Engagement with executive leadership

Mentoring, direct coaching and feedback

Applicants should be Business, Finance, Economics or Accounting majors with proficiency in Microsoft Office applications. Attention to detail, the ability to multi-task and excellent communication skills are all essential to this position.