Wealth Management Advisor — Lead Growth & Client Strategy

Soltis Investment Advisors; Florida; Hybrid; USD 120,000 - 180,000; Full time

Benefits offered by this job

Health Insurance

Retirement Savings Plan

Paid Time Off

Parental Leave

Wellness Benefits

Mentorship & Career Development

Flexible, collaborative work culture

Office space provided

Home-office support

Job summary

Soltis Investment Advisors in South Florida seeks a Wealth Management Advisor to establish and grow the firm’s presence in expansion markets. You will lead a small local team, convert opportunities into lasting client relationships, and complete Fidelity certification as the firm’s representative to Fidelity branches.

The role emphasizes client events, portfolio reviews, and collaboration with the wealth management team to tailor investment solutions.

Qualifications

• Series 65 registration required.
• 2–3 years in financial services.
• Proven ability to build client relationships, identify needs, and close business.
• Resilience and self-direction with growth targets.
• Established in local market with community ties.
• Willingness to travel for onboarding and visits.
• Ability to thrive in a fast-paced team environment.
• Strong knowledge of investment products and financial solutions.
• Excellent attention to detail and communication.

Responsibilities

• Execute on four growth strategies funded by the firm in your market.
• Convert opportunities into funded, lasting client relationships.
• Complete Fidelity Wealth Advisor Solutions certification; represent to Fidelity branches.
• Host at least six client events each year with firm support.
• Maintain client retention through responsive service and portfolio reviews.
• Guide clients through complex financial planning needs.
• Develop customized investment portfolios with various assets.
• Develop local centers of influence and partnerships.
• Lead and mentor the local Analyst and Client Relationship Manager.

Skills

Series 65

Client relationships

Sales & presentation

Travel willingness

Team leadership

Financial product knowledge

Attention to detail

Professionalism

Education

CFP certification

Job description

Soltis Investment Advisors in South Florida seeks a Wealth Management Advisor to establish and grow the firm’s presence in expansion markets. You will lead a small local team, convert opportunities into lasting client relationships, and complete Fidelity certification as the firm’s representative to Fidelity branches.

The role emphasizes client events, portfolio reviews, and collaboration with the wealth management team to tailor investment solutions.