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

Additional Opportunities:

• 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

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.

Summer Internship Program at Stratos Wealth Partners; A Journey of Growth and Learning

The Summer Internship Program at Stratos Wealth Partners offers an exceptional opportunity for aspiring professionals to immerse themselves in the world of financial services. This program is designed to provide interns with comprehensive exposure to the industry, combining professional development and personal enrichment.

Overview

The internship program spans the summer, offering a blend of structured learning, hands-on experience, and engaging activities. Interns are integrated into the daily operations of Stratos Wealth Partners, working alongside experienced professionals and contributing to meaningful projects.

Meetings with Executives and Leaders

One of the highlights of the program is the unique opportunity for interns to meet with company executives and leaders. These sessions are designed to provide interns with insights into the career journeys and struggles faced by seasoned professionals. Through candid discussions and Q&A sessions, interns gain a deeper understanding of the challenges and triumphs experienced in the financial services industry.

Workshops and Skill Development

Throughout the program, interns attend a series of workshops aimed at enhancing their professional skills. Topics range from financial analysis and market research to effective communication and leadership. These workshops provide interns with valuable knowledge that will serve them well in their future careers.

Fun Events

Recognizing the importance of a balanced experience, Stratos Wealth Partners also organizes a variety of fun events for their interns. These events are designed to foster camaraderie and create lasting memories among participants. From team-building activities to social outings, interns have numerous opportunities to connect with their peers and enjoy their time outside the office.

End-of-Summer Party

The internship program culminates in an end-of-summer party, celebrating the achievements and hard work of the interns. This event provides a chance for interns to reflect on their experiences, share their accomplishments, and bid farewell to their colleagues. It is a fitting conclusion to a summer filled with growth, learning, and unforgettable moments.

The Summer Internship Program at Stratos Wealth Partners is a transformative experience that equips interns with the skills, knowledge, and connections needed to succeed in the financial services industry. By combining professional development with personal enrichment, the program ensures that interns leave with a sense of accomplishment and readiness for their future careers.