Wealth Management Advisor — Lead Local Team & Growth

Soltis Investment Advisors, LLC; St. Louis (MO); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Health Insurance

Retirement Savings

Paid Time Off

Parental Leave

Wellness & Additional Support

Job summary

Soltis Investment Advisors, LLC in St. Louis, MO seeks a Wealth Management Advisor to establish and grow the Soltis presence in a key market.

You will lead client acquisition, portfolio reviews, and collaborative planning with a team including an Analyst and a Client Relationship Manager. Travel to onboarding, Fidelity certifications, and events are part of the role as you develop local centers of influence and mentor junior staff while delivering tailored investment solutions and exceptional

Qualifications

• Series 65 registration required.
• Two to three years of experience in financial services.
• Demonstrated success in building client relationships and closing business.
• Resilience, self-direction, and drive to exceed growth targets.
• Established in the local market with community ties and relationships.
• Willingness to travel, onboarding in St. George, UT, with periodic return visits.
• Ability to thrive in a fast-paced, collaborative team.
• Strong knowledge of investment products with solid presentation skills.
• Attention to detail, interpersonal and written/verbal communication.
• Professionalism, reliability and work ethic.

Responsibilities

• Execute growth strategies funded by the firm and lead client acquisition.
• Convert opportunities into funded, lasting client relationships.
• Complete Fidelity Wealth Advisor Solutions certification and represent Soltis to Fidelity branches.
• Host at least six client events per year with firm support.
• Maintain strong client retention through responsive service and portfolio reviews.
• Guide clients through complex financial planning needs.
• Develop customized investment portfolios with the wealth management team.
• Develop local centers of influence with professionals.
• Lead and mentor analysts and client relationship staff.

Skills

Presentational skills

Sales skills

Client service

Customer experience

Travel readiness

Interpersonal skills

Communication abilities

Education

CFP certification (preferred)

Tools

Fidelity Wealth Advisor Solutions

Job description

Soltis Investment Advisors, LLC in St. Louis, MO seeks a Wealth Management Advisor to establish and grow the Soltis presence in a key market.

You will lead client acquisition, portfolio reviews, and collaborative planning with a team including an Analyst and a Client Relationship Manager. Travel to onboarding, Fidelity certifications, and events are part of the role as you develop local centers of influence and mentor junior staff while delivering tailored investment solutions and exceptional