Atlanta Wealth Advisor — Grow Client Relationships

Soltis Investment Advisors, LLC; Atlanta (GA); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Office space provided

Firm-supplied lead flow

Structured first year program

Soltis University

Mentorship and career development

Flexible, collaborative work culture

Work-life balance commitment

Health Insurance

Retirement Savings

Paid Time Off

Parental Leave

Wellness & Other Support

Job summary

Soltis Investment Advisors, LLC in Atlanta, GA is seeking a Wealth Management Advisor to establish and grow the firm’s presence in the Atlanta market. You will execute growth strategies, convert opportunities into lasting client relationships, and complete Fidelity certification.

You will lead a local team, mentor an Analyst, and collaborate on customized investment portfolios for high-net-worth clients, while building centers of influence in the community.

Qualifications

• Series 65 registration is required.
• 2–3 years of experience in the financial services industry.
• Proven ability to build client relationships, identify needs, and close business.
• Resilience, self-direction, and drive to meet growth targets.
• Established local market presence with professional relationships to leverage.
• Willingness to travel, including onboarding at corporate offices in St. George, UT.
• Ability to thrive in a fast-paced, collaborative team environment.
• Strong knowledge of investments and financial solutions with solid presentation skills.
• Excellent attention to detail, interpersonal and communication skills.
• Professional, reliable, and with a strong work ethic.

Responsibilities

• Execute on four growth strategies funded by the firm.
• Convert opportunities into funded, lasting client relationships.
• Complete Fidelity Wealth Advisor Solutions certification and represent the firm.
• Host client and prospect events throughout the year.
• Maintain strong client retention through proactive service and portfolio reviews.
• Guide clients through complex financial planning needs.
• Collaborate on customized investment portfolios including stocks, bonds, ETFs, etc.
• Develop local centers of influence with accountants, attorneys, and other referral sources.
• Lead a local team including an Analyst and a Client Relationship Manager, mentoring the Analyst.

Skills

Series 65 registration

Relationship building

Sales aptitude

Travel willingness

Local market presence

Investment product knowledge

Communication skills

Attention to detail

Professionalism

Education

CFP certification

Job description

Soltis Investment Advisors, LLC in Atlanta, GA is seeking a Wealth Management Advisor to establish and grow the firm’s presence in the Atlanta market. You will execute growth strategies, convert opportunities into lasting client relationships, and complete Fidelity certification.

You will lead a local team, mentor an Analyst, and collaborate on customized investment portfolios for high-net-worth clients, while building centers of influence in the community.