Stratton & Company is a retirement financial services firm located in Jacksonville, FL. We specialize in working with retirees and those nearing retirement, helping them live out their dreams without worrying about money.
Role Description
This full-time planning associate role at Stratton & Company involves assisting the lead retirement planners, meeting with clients to assess client needs, opening new accounts, and managing annual reviews. This role is on-site in Jacksonville, FL.
Perfect candidates will have experience in retirement financial planning offices, including annuities and investment account management. Knowledge of CRMs such as Redtail and Wealthbox is a plus; financial software use will include Right Capital, eMoney, MoneyGuide, etc.
Qualifications
Some knowledge of investment advisory and annuity solutions