Wealth Management Advisor - Growth & Client Impact

Soltis Investment Advisors; Greenwich (CT); Presencial; USD 100 000 - 180 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Three-person office

Firm-supplied leads

Structured first year

Soltis University

Office space

Home-office support

Mentorship & career development

Flexible culture

Work-life balance commitment

Resumo da oferta

Soltis Investment Advisors is seeking a Wealth Management Advisor to establish and grow its presence in Greenwich, CT and Hartford, CT. You will build client relationships, deliver tailored investment solutions, and lead a local team including an Analyst and a Client Relationship Manager.

The role requires travel, a strong track record in financial services, and the ability to develop centers of influence. Fidelity certification and ongoing training are provided by the firm, along with extensive

Qualificações

• Series 65 registration is required.
• 2-3 years of experience in financial services.
• Demonstrated success in building client relationships, identifying needs, and closing business.
• Resilience and self-direction with growth targets.
• Established in the local market with community ties and relationships.
• Willingness to travel, including onboarding at corporate offices in St. George, Utah, and periodic visits.

Responsabilidades

• Execute four growth strategies funded by the firm.
• Convert opportunities into funded, lasting client relationships.
• Complete Fidelity Wealth Advisor Solutions certification and represent Soltis to Fidelity branches.
• Host at least six client/events annually with firm support.
• Maintain client retention via responsive service and portfolio reviews.
• Guide clients through complex financial planning needs.
• Collaborate to develop customized investment portfolios including stocks, bonds, ETFs, structured notes, and alternatives.
• Develop centers of influence locally with professionals.
• Lead and mentor a local Analyst and Client Relationship Manager.

Conhecimentos

Sales skills

Presentation skills

Client relationship building

Written and verbal communication

Team leadership

Descrição da oferta de emprego

Soltis Investment Advisors is seeking a Wealth Management Advisor to establish and grow its presence in Greenwich, CT and Hartford, CT. You will build client relationships, deliver tailored investment solutions, and lead a local team including an Analyst and a Client Relationship Manager.

The role requires travel, a strong track record in financial services, and the ability to develop centers of influence. Fidelity certification and ongoing training are provided by the firm, along with extensive