Senior Wealth Management Advisor

Soltis-Investment-Advisors; Southlake (TX); On-site; USD 140,000 - 210,000; Full time

Benefits offered by this job

Health Insurance

Employer-matched Retirement Plan

Paid Time Off

Parental Leave

Wellness Benefits

Job summary

Soltis Investment Advisors seeks a Senior Wealth Management Advisor to join the Texas team in Southlake. You will serve as the primary advisor for a portfolio of high-net-worth clients, providing proactive guidance across investment management and financial planning needs.

You will strengthen client retention by building trusted relationships and leading regular portfolio reviews, while guiding complex decisions across retirement, tax-aware planning, estate considerations, and risk management.

Qualifications

• At least ten years of experience in wealth management, financial planning, or a related financial services role.
• Active Series 65 registration in good standing.
• Demonstrated success managing complex client relationships and delivering financial solutions.
• Strong knowledge of investment products, portfolio construction, and financial planning strategies.
• Proven ability to communicate complex financial concepts clearly and lead client presentations.
• Ability to travel, including occasional visits to Utah offices.

Responsibilities

• Serve as the primary advisor for a portfolio of high-net-worth clients across investment management and financial planning needs.
• Strengthen client retention by building trusted relationships and leading regular reviews.
• Guide clients through retirement, estate planning, tax-aware strategies, and risk management.
• Collaborate with the team to design customized investment portfolios and strategies.
• Develop new client relationships through referrals and partnerships.
• Provide mentorship to team members and uphold service standards.

Skills

Wealth management

Financial planning

Portfolio construction

Client relationship management

Presentation skills

Communication

Job description

Soltis Investment Advisors is a nationwide, fee-only registered investment advisory firm that has delivered innovative investment solutions since 1993. We help individuals and institutions create, build, and manage wealth so they can focus on life’s most important pursuits. We are seeking an experienced, relationship-driven Senior Wealth Management Advisor to join our growing Texas team in our Southlake office.

Your Role

As a Senior Wealth Management Advisor, you will:

• Serve as the primary advisor for a portfolio of high-net-worth clients, providing proactive, personalized guidance across investment management and financial planning needs.
• Strengthen client retention and satisfaction by building trusted relationships, anticipating client needs, and leading regular portfolio and planning reviews.
• Lead clients through complex financial decisions involving retirement, tax-aware planning, estate considerations, risk management, and multigenerational wealth strategies.
• Collaborate with the wealth management team to design and implement customized investment portfolios that may include stocks, bonds, ETFs, structured notes, and alternative investments.
• Develop new client relationships and expand existing relationships through referrals, strategic partnerships, and consultative business development.
• Provide guidance and mentorship to other team members while supporting consistent service standards and best practices.

Knowledge, Skills & Abilities

The ideal candidate will have the following qualifications:

Required Qualifications

• At least ten years of experience in wealth management, financial planning, or a related financial services role, preferably serving high-net-worth individuals and families.
• Active Series 65 registration in good standing.
• Demonstrated success managing complex client relationships, identifying needs, and delivering thoughtful financial and investment solutions.
• Strong knowledge of investment products, portfolio construction, and comprehensive financial planning strategies.
• Proven ability to communicate complex financial concepts clearly and lead effective client presentations.
• Ability to exercise sound judgment, manage competing priorities, and thrive in a fast-paced, collaborative environment.
• Excellent attention to detail, interpersonal skills, and written and verbal communication abilities.
• Professionalism, reliability, and a strong work ethic.
• Willingness to travel, including occasional visits to our corporate offices in Utah.

Preferred Qualifications

• Fifteen years of experience in wealth management, financial planning, or a related financial services role, preferably serving high-net-worth individuals and families.

Our Investment in You

• A comprehensive benefits package, outlined below.
• A competitive base salary and incentive opportunities.
• Leadership opportunities and continued professional development support.
• A flexible, collaborative work culture.
• A commitment to supporting work-life balance.

Compensation and Benefits

Our robust Total Compensation package includes:

• Compensation: Commensurate with experience.
• Health Insurance: Multiple medical plan options, with significant employer contributions toward medical, dental, and vision premiums.
• Retirement Savings: A fully vested, employer-matched retirement plan, with administration and management fees covered by the firm.
• Paid Time Off: Paid vacation, personal leave, and floating holidays, with accrual rates that increase based on years of service.
• Parental Leave: Paid maternity and paternity leave.
• Wellness & Additional Support: Wellness benefits, including health club membership reimbursement, as well as paid leave for bereavement, jury duty, and military service.