Wealth Management Professional

4 weeks ago


Southlake, Texas, United States Soltis Investment Advisors Full time

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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