Wealth Management Specialist
4 weeks ago
About the Role
Soltis Investment Advisors is seeking a skilled Wealth Management Specialist to join our team. As a key member of our wealth management team, you will be responsible for managing a portfolio of clients and providing ongoing service to ensure high levels of client retention.
Key Responsibilities
- Manage a portfolio of over 100 clients.
- Provide regular portfolio reviews and deliver customized investment solutions.
- Assist clients with complex financial planning and collaborate with the wealth management team to build customized investment portfolios.
- Contribute to building new client relationships in partnership with strategic partners.
Requirements
The ideal candidate will possess:
Qualifications:
- Bachelor's degree required.
- A minimum of 2-3 years in the financial services industry, preferably working with high-net-worth individuals.
- Proven success in client relationship building, needs identification, and solution recommendations.
- Willingness to travel, including occasional trips to our corporate offices.
- Ability to work in a fast-paced, collaborative team environment.
- Extensive knowledge of investment products, financial solutions, and strong presentation skills.
- Strong attention to detail, with excellent interpersonal and communication abilities.
Preferences:
- Certifications: Series 65 and/or CFP preferred, or a willingness to pursue additional education.
About Soltis Investment Advisors
We are a nationwide, fee-only Registered Investment Advisory Firm, delivering innovative investment solutions since 1993. We create, build, and manage wealth for individuals and institutions, allowing our clients to focus on life's most important pursuits.
Our Investment In You
We provide a range of workforce opportunities:
- Benefits Package - see list below.
- Base Salary and competitive incentive opportunities.
- Mentorship and Career guidance support.
- Flexible and collaborative work culture.
- Encouragement and Support of work/life balance.
Benefits
We offer a robust benefits package, including:
- Health Insurance: Multiple health plan options with significant employer premium coverage for health, dental, and vision insurance.
- Retirement Savings: Employer-matched retirement plan, fully vested, with covered administration and management fees.
- Paid Time Off: Paid vacation, personal leave, and floating holidays, with increased accrual rates based on years of service.
- Parental Leave: Paid maternity and paternity leave.
- Wellness & Additional Support: Wellness benefits, including health club membership reimbursement, and paid leave for bereavement, jury duty, and military service.
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