Wealth Management Advisor - Grow, Lead & Impact Clients

Soltis Investment Advisors; Atlanta (GA); Hybrid; USD 90,000 - 170,000; Full time

Benefits offered by this job

Health Insurance

Retirement Savings Plan

Paid Time Off

Parental Leave

Wellness & Additional Support

Job summary

Soltis Investment Advisors is seeking a driven Wealth Management Advisor to establish and grow our presence in Atlanta, GA. You will lead client acquisition, portfolio reviews, and customized financial planning while earning uncapped compensation through a firm-supported model.

The role requires Series 65, 2–3 years in financial services, and strong relationship-building and sales skills. Travel to onboarding offices and local events is expected. CFP資格は望ましいが必須ではない。

Qualifications

• Series 65 registration is required.
• Two to three years of financial services experience.
• Proven ability to build client relationships and close business.
• Willingness to travel and engage in local market development.
• Strong communication and presentation abilities.
• Established local market presence and professional network.

Responsibilities

• Execute four growth strategies funded by the firm.
• Convert opportunities into lasting client relationships.
• Complete Fidelity Wealth Advisor Solutions certification.
• Host at least six client/prospect events annually.
• Deliver proactive portfolio reviews and responsive service.
• Develop customized investment portfolios and financial plans.
• Build centers of influence with local professionals.
• Lead and mentor a small local team including an Analyst and a Client Relationship Manager.

Skills

Series 65

Client relationships

Sales skills

Presentation skills

Travel readiness

Team leadership

Education

CFP certification (preferred)

CFP certification or pursuing credentials

Job description

Soltis Investment Advisors is seeking a driven Wealth Management Advisor to establish and grow our presence in Atlanta, GA. You will lead client acquisition, portfolio reviews, and customized financial planning while earning uncapped compensation through a firm-supported model.

The role requires Series 65, 2–3 years in financial services, and strong relationship-building and sales skills. Travel to onboarding offices and local events is expected. CFP資格は望ましいが必須ではない。