Senior Wealth Advisor: High-Net-Worth Guidance & Leadership

Soltis Investment Advisors, LLC; Southlake (TX); Sur place; USD 120 000 - 190 000; Plein temps

Avantages offerts par ce poste

Health Insurance

Retirement Savings Plan

Paid Time Off

Parental Leave

Wellness Benefits

Résumé du poste

Soltis Investment Advisors, LLC in Southlake, Texas, is seeking a Senior Wealth Management Advisor to lead client relationships and provide integrated investment management and financial planning for high-net-worth individuals and families.

You will manage complex portfolios, collaborate with the wealth management team, and guide clients through retirement, tax-aware planning, estate considerations, and risk management while expanding the client base through referrals and partnerships.

Qualifications

• At least ten years of wealth management or related financial services experience.
• Active Series 65 registration in good standing.
• Proven ability to manage complex client relationships and deliver tailored financial solutions.
• Strong knowledge of investments, portfolio construction, and financial planning.

Responsabilités

• Serve as the primary advisor for a portfolio of high-net-worth clients with personalized guidance.
• Strengthen client retention by building trusted relationships and leading reviews.
• Guide clients through retirement, tax-aware planning, estate considerations, and risk management.
• Collaborate with the wealth management team to design customized portfolios including stocks, bonds, ETFs, and alternatives.
• Develop new client relationships through referrals and partnerships.
• Provide mentorship to teammates while upholding service standards.

Connaissances

Client relationship management

High-net-worth client service

Series 65 registration

Financial planning

Investment knowledge

Communication skills

Description du poste

Soltis Investment Advisors, LLC in Southlake, Texas, is seeking a Senior Wealth Management Advisor to lead client relationships and provide integrated investment management and financial planning for high-net-worth individuals and families.

You will manage complex portfolios, collaborate with the wealth management team, and guide clients through retirement, tax-aware planning, estate considerations, and risk management while expanding the client base through referrals and partnerships.