Wealth Management Advisor | Lead Growth & Client Strategy

Soltis Investment Advisors; Atlanta (GA); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

A three-person office

Firm-supplied lead flow

Structured first year

Soltis University

Office space provided

Home-office support

Mentorship and career development

Flexible, collaborative work culture

Work-life balance commitment

Health Insurance

Retirement Savings

Paid Time Off

Parental Leave

Wellness & Additional Support

Job summary

Soltis Investment Advisors in Atlanta, GA is seeking an energetic Wealth Management Advisor to establish and grow the firm's presence in expansion markets. You will lead a local team and convert opportunities into lasting client relationships.

You will complete Fidelity Wealth Advisor Solutions certification, host client events, and collaborate with a wealth management team to design customized portfolios. A strong track record in financial services and client service is expected.

Qualifications

• At least 2–3 years in the financial services industry.
• Proven ability to build client relationships and close business.
• Willingness to travel for onboarding and visits.
• Established local market presence and professional relationships.
• Strong presentation and communication skills.
• Detail-oriented and reliable professionalism.

Responsibilities

• Execute growth strategies funded by the firm in your market.
• Convert opportunities into lasting client relationships.
• Complete Fidelity Wealth Advisor Solutions certification.
• Host at least six client or prospect events annually.
• Maintain client retention through responsive service and portfolio reviews.
• Lead and mentor analysts and client relationship managers.
• Develop customized portfolios with stocks, bonds, ETFs, structured notes, and alternatives.
• Build centers of influence locally (accountants, attorneys, etc.).

Skills

Relationship building

Sales skills

Presentation skills

Client service

Travel willingness

Team leadership

Education

CFP certification preferred

Job description

Soltis Investment Advisors in Atlanta, GA is seeking an energetic Wealth Management Advisor to establish and grow the firm's presence in expansion markets. You will lead a local team and convert opportunities into lasting client relationships.

You will complete Fidelity Wealth Advisor Solutions certification, host client events, and collaborate with a wealth management team to design customized portfolios. A strong track record in financial services and client service is expected.