Wealth Growth Advisor — Lead Local Client Teams

Soltis Investment Advisors; Florida; Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

Health Insurance

Retirement Savings Plan

Paid Time Off

Parental Leave

Wellness benefits

Office space provided

Home-office support

Mentorship and career development

Job summary

Soltis Investment Advisors is seeking a Wealth Management Advisor to establish and grow the firm's presence in expansion markets. This role will execute growth strategies funded by the firm, convert opportunities into lasting relationships, and collaborate on customized investment portfolios.

You will host client events, guide complex financial planning, and lead a small local team while maintaining strong community ties and a high standard of service.

Qualifications

• Series 65 registration is required.
• 2-3 years of experience in the financial services industry.
• Proven success in building client relationships, identifying needs, and closing business.
• Resilience and self-direction with a drive to meet growth targets.
• Established in the local market with community ties and professional relationships.
• Willingness to travel, including onboarding in St. George, Utah.
• Ability to thrive in a fast-paced, collaborative team environment.
• Strong knowledge of investment products and financial solutions with solid presentation skills.
• Excellent attention to detail, interpersonal and communication abilities.
• Professionalism, reliability, and a strong work ethic.

Responsibilities

• Execute four growth strategies in your market, funded by the firm.
• Convert opportunities into funded client relationships.
• Complete Fidelity Wealth Advisor Solutions certification and represent Soltis to Fidelity branches.
• Host at least six client or prospect events per year with firm support.
• Maintain high client retention through responsive service and regular portfolio reviews.
• Guide clients through complex financial planning needs.
• Collaborate with wealth management team to develop customized portfolios.
• Develop centers of influence locally (accountants, attorneys, referral sources).
• Lead and mentor a local team including an Analyst and a Client Relationship Manager.

Skills

Relationship building

Sales skills

Client service

Presentation skills

Attention to detail

Education

Series 65 registration

CFP certification (preferred)

Job description

Soltis Investment Advisors is seeking a Wealth Management Advisor to establish and grow the firm's presence in expansion markets. This role will execute growth strategies funded by the firm, convert opportunities into lasting relationships, and collaborate on customized investment portfolios.

You will host client events, guide complex financial planning, and lead a small local team while maintaining strong community ties and a high standard of service.