Wealth Management Advisor: Growth & Client Events

Soltis Investment Advisors; St. Louis (MO); On-site; USD 85,000 - 135,000; Full time

Benefits offered by this job

Health Insurance

Retirement Savings

Paid Time Off

Parental Leave

Wellness & Support

Job summary

Soltis Investment Advisors is seeking an energetic Wealth Management Advisor to establish and grow our presence in a new market. You will execute firm-supported growth strategies, convert opportunities to lasting client relationships, and complete Fidelity Wealth Advisor Solutions certification.

You will host client events, deliver proactive service, and guide clients through complex financial planning needs while collaborating with a local wealth management team.

Qualifications

• 2–3 years in financial services.
• Proven success in building client relationships and closing business.
• Willingness to travel, onboarding in St. George, UT, and periodic visits.

Responsibilities

• Execute four growth strategies in your market, funded by the firm.
• Convert opportunities into lasting client relationships.
• Complete Fidelity Wealth Advisor Solutions certification.
• Host at least six client events annually with firm support.
• Maintain client retention via responsive service and regular portfolio reviews.
• Guide clients through complex financial planning needs.
• Develop customized portfolios with various investments.
• Develop local centers of influence with professionals.
• Lead and mentor a small local team.

Skills

Sales skills

Client service

Relationship building

Presentation skills

Travel willingness

Team leadership

Financial knowledge

Education

CFP certification

Job description

Soltis Investment Advisors is seeking an energetic Wealth Management Advisor to establish and grow our presence in a new market. You will execute firm-supported growth strategies, convert opportunities to lasting client relationships, and complete Fidelity Wealth Advisor Solutions certification.

You will host client events, deliver proactive service, and guide clients through complex financial planning needs while collaborating with a local wealth management team.