Wealth Management Advisor: Grow Local Practice & Lead Team

Soltis Investment Advisors; Florida; On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Office space provided

Home-office support

Mentorship and career development

Job summary

Soltis Investment Advisors, a nationwide fee-only RIA, is seeking a Wealth Management Advisor for South Florida. You will implement firm-funded growth strategies, convert opportunities into client relationships, and complete Fidelity certification while representing Soltis to Fidelity branches.

You will host client events, maintain strong client retention, and collaborate on customized portfolios with a local team. Travel for onboarding and ongoing meetings is expected.

Qualifications

• Bachelor’s degree in finance, business, or related field.
• Series 65 registration is required.
• 2–3 years in the financial services industry with client focus.
• Proven success in building client relationships and closing business.
• Willingness to travel for onboarding and ongoing client meetings.
• Strong presentation and communication abilities.
• Established local market ties and professional networks.

Responsibilities

• Execute four growth strategies funded by the firm in your market.
• Convert opportunities into funded, lasting client relationships.
• Complete Fidelity Wealth Advisor Solutions certification and represent Soltis with Fidelity branches.
• Host at least six client/prospect events annually with firm support.
• Deliver responsive service and conduct regular portfolio reviews.
• Collaborate on customized investment portfolios including stocks, bonds, ETFs, and alternatives.
• Develop local centers of influence with accountants and attorneys.
• Lead and mentor a local Analyst and a Client Relationship Manager.

Skills

Strong presentation skills

Sales and client service

Interpersonal skills

Education

Bachelor's degree

Job description

Soltis Investment Advisors, a nationwide fee-only RIA, is seeking a Wealth Management Advisor for South Florida. You will implement firm-funded growth strategies, convert opportunities into client relationships, and complete Fidelity certification while representing Soltis to Fidelity branches.

You will host client events, maintain strong client retention, and collaborate on customized portfolios with a local team. Travel for onboarding and ongoing meetings is expected.