Wealth Management Professional
4 weeks ago
About the Role
Soltis Investment Advisors, a nationwide, fee-only Registered Investment Advisory Firm, is seeking a skilled Wealth Management Professional to join our fast-growing Texas team.
Your Responsibilities
As a Wealth Management Professional, you will:
- Manage a portfolio of over 100 clients, providing ongoing service and cultivating strong relationships.
- 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.
- Ability to work in a fast-paced, collaborative team environment.
- Extensive knowledge of investment products and financial solutions.
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.
Benefits
We offer a robust benefits package, including:
- Health Insurance: Multiple health plan options with significant employer premium coverage.
- Retirement Savings: Employer-matched retirement plan, fully vested.
- Paid Time Off: Paid vacation, personal leave, and floating holidays.
- Wellness & Additional Support: Wellness benefits, including health club membership reimbursement.
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