Wealth Management Advisor: Growth & Client Relationships

Soltis Investment Advisors; Washington, Baltimore (District of Columbia, MD); Presencial; USD 120 000 - 180 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Health Insurance

Retirement Savings

Paid Time Off

Parental Leave

Wellness & Support

Resumo da oferta

Soltis Investment Advisors seeks a Wealth Management Advisor in the Washington, DC area to drive growth, manage client relationships, and deliver holistic financial planning. You will lead a local team and partner with a Fidelity certification program to expand the firm’s footprint.

The role emphasizes client service, event hosting, and collaboration with a wealth management team to tailor investment solutions across a range of products.

Qualificações

• 2–3 years in financial services.
• Proven success building client relationships and closing business.
• Willingness to travel for onboarding and client meetings.
• Strong presentation and customer service abilities.
• Industry knowledge of investments and financial planning.

Responsabilidades

• Execute growth strategies funded by the firm and train on each program.
• Convert opportunities into lasting client relationships.
• Guide clients through financial planning needs and portfolio reviews.
• Lead local team, mentor analysts, and develop centers of influence.
• Host client events and collaborate on customized investment portfolios.

Conhecimentos

Relationship building

Sales skills

Presentation skills

Travel willingness

Financial knowledge

Team leadership

Interpersonal skills

Descrição da oferta de emprego

Soltis Investment Advisors seeks a Wealth Management Advisor in the Washington, DC area to drive growth, manage client relationships, and deliver holistic financial planning. You will lead a local team and partner with a Fidelity certification program to expand the firm’s footprint.

The role emphasizes client service, event hosting, and collaboration with a wealth management team to tailor investment solutions across a range of products.