Wealth Management Advisor — Growth & Client Relations Lead

Soltis-Investment-Advisors; Orlando (FL); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Health Insurance

Retirement Savings

Paid Time Off

Parental Leave

Wellness Benefits

Mentorship and Career Development

Office Space Provided

Work-Life Balance

Job summary

Soltis Investment Advisors is seeking an energetic Wealth Management Advisor to establish and grow our presence in Orlando. You will execute four proven growth strategies funded by the firm and complete Fidelity Wealth Advisor Solutions certification to serve as the Soltis representative to Fidelity branches in your market.

You will host at least six client events annually, maintain strong client relationships through portfolio reviews, and lead a local team including an Analyst and a Client

Qualifications

• Series 65 registration required.
• 2–3 years of experience in financial services.
• Proven ability to build client relationships and close business.
• Willingness to travel, including onboarding in St. George, Utah.
• Established in the local market with community ties and professional relationships.
• Strong presentation, communication, and client service skills.
• Ability to thrive in a fast-paced, collaborative team environment.
• Knowledge of investment products and financial solutions.

Responsibilities

• Execute firm-funded growth strategies in your market.
• Convert opportunities into funded, lasting client relationships.
• Complete Fidelity Wealth Advisor Solutions certification and represent Soltis with Fidelity branches.
• Host a minimum of six client/prospect events each year with firm-supported materials.
• Maintain strong client retention through responsive service and regular portfolio reviews.
• Guide clients through complex financial planning needs.
• Develop customized investment portfolios with stocks, bonds, ETFs, structured notes, and alternatives.
• Develop centers of influence locally (accountants, attorneys, referrals).
• Lead a local team of an Analyst and a Client Relationship Manager and mentor the Analyst.

Skills

Series 65

Relationship building

Presentation skills

Sales experience

Attention to detail

Education

CFP certification

Job description

Soltis Investment Advisors is seeking an energetic Wealth Management Advisor to establish and grow our presence in Orlando. You will execute four proven growth strategies funded by the firm and complete Fidelity Wealth Advisor Solutions certification to serve as the Soltis representative to Fidelity branches in your market.

You will host at least six client events annually, maintain strong client relationships through portfolio reviews, and lead a local team including an Analyst and a Client