Wealth Management Advisor — Lead Growth with Firm-Supplied Leads

Soltis Investment Advisors, LLC; Orlando (FL); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Three-person office

Lead flow from firm

Structured first year

Soltis University

Office space provided

Home-office support

Mentorship & career development

Flexible, collaborative culture

Work-life balance

Job summary

Soltis Investment Advisors, LLC is expanding in select markets and seeks a Wealth Management Advisor to establish its presence in Orlando. You will lead client relationships, deliver tailored investment strategies, and collaborate with a small team to meet growth targets.

The role requires Series 65, strong client development skills, and willingness to travel for onboarding and ongoing client work. A CFP certification is preferred, with robust compensation and support structures offered.

Qualifications

• Must have Series 65 and 2–3 years in financial services.
• Proven ability to build and close client relationships.
• Willingness to travel and onboarding at corporate office in Utah.

Responsibilities

• Execute on four growth strategies funded by the firm.
• Convert opportunities into lasting client relationships.
• Complete Fidelity Wealth Advisor Solutions certification.
• Host client events and deliver proactive portfolio reviews.
• Develop customized investment portfolios and collaborate with the team.

Skills

Series 65

Client relationships

Sales skills

Travel willingness

Team collaboration

Investment knowledge

Attention to detail

Professionalism

Education

CFP certification

Job description

Soltis Investment Advisors, LLC is expanding in select markets and seeks a Wealth Management Advisor to establish its presence in Orlando. You will lead client relationships, deliver tailored investment strategies, and collaborate with a small team to meet growth targets.

The role requires Series 65, strong client development skills, and willingness to travel for onboarding and ongoing client work. A CFP certification is preferred, with robust compensation and support structures offered.