Wealth Management Advisor — Lead Growth in NY (Hybrid)

Soltis Investment Advisors

New York (NY)

Hybrid

USD 100,000 - 180,000

Full time

2 days ago

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Benefits offered by this job

Health Insurance

Retirement Savings

Paid Time Off

Parental Leave

Wellness benefits

Office space provided

Job summary

Soltis Investment Advisors in New York, NY seeks a Wealth Management Advisor to establish and grow the firm’s presence in expansion markets. You will convert opportunities into lasting client relationships and lead a local team.

The role requires Series 65, 2–3 years in financial services, travel for onboarding at our St. George, Utah offices, and strong presentation skills to develop customized portfolios and build local centers of influence.

Qualifications

Series 65 registration.
2–3 years in the financial services industry.
Proven ability to build client relationships and close business.
Willingness to travel, including onboarding at corporate offices in St. George, Utah.

Responsibilities

Execute firm-supplied growth strategies in your market.
Convert opportunities into funded, lasting client relationships.
Complete Fidelity Wealth Advisor Solutions certification and represent Soltis to Fidelity branches.
Host at least six client/prospect events annually with firm support.
Maintain client retention via portfolio reviews and responsive service.
Develop customized portfolios including stocks, bonds, ETFs, structured notes, and alternatives.
Develop local centers of influence with professionals.
Lead and mentor a small local team.