Wealth Management Advisor - Grow Client Relationships & Lead Events

Soltis Investment Advisors, LLC; Greenwich (CT); On-site; USD 100,000 - 180,000; Full time

Benefits offered by this job

Health Insurance

Retirement Savings Plan

Paid Time Off

Parental Leave

Wellness & Support

Job summary

Soltis Investment Advisors, LLC, a nationwide fee-only RIA, seeks a Wealth Management Advisor for Greenwich, CT/Hartford, CT. You will establish and grow the Soltis presence in expansion markets, lead a local team, and drive client relationships with comprehensive financial planning and investment solutions.

You will complete Fidelity Wealth Advisor Solutions certification, host events, and leverage firm resources to deliver proactive service and portfolio reviews.

Qualifications

• Series 65 registration is required.
• 2–3 years of financial services experience.
• Proven ability to build client relationships and close business.
• Willingness to travel and participate in onboarding/training at corporate offices.
• Established local market presence with community ties.
• Strong presentation skills and professional demeanor.

Responsibilities

• Execute growth strategies funded by the firm.
• Convert opportunities into funded client relationships.
• Complete Fidelity Wealth Advisor Solutions certification.
• Host client and prospect events (min. six per year).
• Deliver responsive service and conduct regular portfolio reviews.
• Collaborate on customized investment portfolios and financial planning.
• Develop local centers of influence and supervise junior staff.

Skills

Series 65

Client relationships

Sales skills

Presentation skills

Written and verbal communication

Education

CFP certification

Job description

Soltis Investment Advisors, LLC, a nationwide fee-only RIA, seeks a Wealth Management Advisor for Greenwich, CT/Hartford, CT. You will establish and grow the Soltis presence in expansion markets, lead a local team, and drive client relationships with comprehensive financial planning and investment solutions.

You will complete Fidelity Wealth Advisor Solutions certification, host events, and leverage firm resources to deliver proactive service and portfolio reviews.