
Stratos, headquartered in Beachwood, Ohio, is a partner‑owned financial services firm that empowers more than 400 independent advisors across the United States. By offering a full suite of operational, strategic, and revenue‑generating resources—including a dedicated concierge team, advanced technology platforms, and a growing network of product partners—Stratos enables advisors to build and scale their own practices with flexibility and reliability. The firm specializes in financial planning, retirement planning, and wealth management, delivering customized solutions that enhance client outcomes. Stratos’ unique combination of independent ownership, comprehensive support infrastructure, and continuous innovation distinguishes it as a trusted partner for advisors seeking to grow their businesses while maintaining a client‑centric focus.
The Operations Coordinator plays a critical role in supporting the Operations Manager and the growing Financial Planning team by ensuring smooth daily operations, exceptional client service, and accurate administrative execution.
Stratos, headquartered in Beachwood, Ohio, is a partner‑owned financial services firm that empowers more than 400 independent advisors across the United States. By offering a full suite of operational, strategic, and revenue‑generating resources—including a dedicated concierge team, advanced technology platforms, and a growing network of product partners—Stratos enables advisors to build and scale their own practices with flexibility and reliability. The firm specializes in financial planning, retirement planning, and wealth management, delivering customized solutions that enhance client outcomes. Stratos’ unique combination of independent ownership, comprehensive support infrastructure, and continuous innovation distinguishes it as a trusted partner for advisors seeking to grow their businesses while maintaining a client‑centric focus.