Wealth Management Advisor: Lead Growth & Client Impact

Soltis-Investment-Advisors

Florida

On-site

USD 90,000 - 210,000

Full time

4 days ago

Be an early applicant

Get a reply from this employer

Your resume and cover letter, tailored to exactly what they’re hiring for.

Get past ATS filters

Benefits offered by this job

Health Insurance

Paid Time Off

Parental Leave

Wellness Benefits

Office Space Provided

Job summary

Soltis Investment Advisors is seeking an energetic Wealth Management Advisor to establish and grow our presence in South Florida. You will execute growth strategies supplied by the firm, convert opportunities into lasting client relationships, and collaborate with a local team to deliver tailored investment solutions.

You will mentor an Analyst and a Client Relationship Manager, host events, and build local centers of influence while maintaining high client service standards and professional

Qualifications

Series 65 registration is required.
2–3 years of experience in financial services.
Proven ability to build client relationships and close business.
Willingness to travel, including initial training in Utah and periodic visits.

Responsibilities

Execute four growth strategies in your market, funded by the firm.
Convert opportunities into funded, lasting client relationships.
Host at least six client/prospect events annually with firm support.
Lead and mentor a local Analyst and Client Relationship Manager.
Develop customized investment portfolios and centers of influence.

Skills

Presentation skills

Sales skills

Client service excellence

Knowledge of investment products

Education

Series 65 registration

Tools

Fidelity Wealth Advisor Solutions certification

Job description

You will mentor an Analyst and a Client Relationship Manager, host events, and build local centers of influence while maintaining high client service standards and professional

Get your free, confidential resume review.

or drag and drop your file here.