Wealth Management Advisor - DC/Baltimore Growth

Soltis Investment Advisors; Washington (District of Columbia); On-site; USD 100,000 - 180,000; Full time

Benefits offered by this job

Health Insurance

Retirement Savings

Paid Time Off

Parental Leave

Wellness & Support

Job summary

Soltis Investment Advisors seeks a driven Wealth Management Advisor to establish and grow its presence in the Washington DC/Baltimore market. The role focuses on converting opportunities into lasting client relationships, delivering tailored financial solutions, and growing a local team.

You will complete Fidelity Wealth Advisor Solutions certification, host client events, and build local influence with accountants and attorneys while aligning with the firm’s training programs and resources.

Qualifications

• Series 65 registration is required.
• 2–3 years in financial services experience required.
• Proven ability to build client relationships and close business.
• Willingness to travel for onboarding and ongoing client coverage.

Responsibilities

• Execute four growth strategies in your market with firm support.
• Convert opportunities into lasting client relationships.
• Complete Fidelity Wealth Advisor Solutions certification and represent Soltis to Fidelity branches.
• Host at least six client/prospect events annually with firm-backed support.
• Maintain strong client retention through responsive service and regular portfolio reviews.
• Guide clients through complex financial planning needs and develop customized portfolios.
• Develop centers of influence locally with professional referral sources.
• Lead and mentor a local team including an Analyst and Client Relationship Manager.

Skills

Series 65

Client relationships

Sales skills

Travel willingness

Investment knowledge

Education

CFP certification

Job description

Soltis Investment Advisors seeks a driven Wealth Management Advisor to establish and grow its presence in the Washington DC/Baltimore market. The role focuses on converting opportunities into lasting client relationships, delivering tailored financial solutions, and growing a local team.

You will complete Fidelity Wealth Advisor Solutions certification, host client events, and build local influence with accountants and attorneys while aligning with the firm’s training programs and resources.