Wealth Management Analyst

Soltis Investment Advisors; Boston (MA); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Health Insurance

401(k) with match

Paid time off

Parental leave

Wellness benefits

Job summary

Soltis Investment Advisors, a nationwide, fee-only Registered Investment Advisory Firm, seeks a detail-oriented Wealth Management Analyst to join our Boston office. You will support senior advisors by preparing investment reviews, organizing financial data, and contributing to financial planning components as you grow toward becoming a CFP.

You will have the opportunity to work with planning teams and gain exposure to serving individuals and institutions in a collaborative, fast-paced

Qualifications

• Bachelor’s degree in finance or related field required.
• Strong analytical and organizational skills.
• Ability to become proficient with financial CRM systems and wealth management software.
• Ability to work independently and collaboratively in a fast-paced team.
• High attention to detail and excellent communication skills.
• Coachable and team-oriented mindset with a desire to learn.

Responsibilities

• Prepare quarterly investment review materials.
• Analyze and organize financial data for current and prospective clients.
• Construct investment proposals and recommendations.
• Prepare components of comprehensive financial plans.
• Participate in client and prospect meetings alongside senior advisors.

Skills

Analytical

Organizational

Communication

Independent work

Team-oriented

Detail-oriented

Coachable

Education

Bachelor's degree in finance or related field

Tools

Financial CRM systems

Wealth management software

Job description

Soltis Investment Advisors, a nationwide, fee-only Registered Investment Advisory Firm, has been delivering innovative investment solutions since 1993. We create, build, and manage wealth for individuals and institutions, allowing our clients to focus on life’s most important pursuits.

We are seeking a detail-oriented and motivated Wealth Management Analyst to join our growing Boston office.

Your Role

As a Wealth Management Analyst, you will play a key supporting role in delivering exceptional investment and planning services to our clients. You will work alongside senior advisors and planning teams to help develop, organize, and present financial strategies. This is an ideal position for someone looking to grow within the wealth management field, with a long-term path toward becoming a financial advisor or Certified Financial Planner (CFP).

Primary responsibilities include:

• Prepare quarterly investment review materials
• Analyze and organize financial data for current and prospective clients
• Construct investment proposals and recommendations
• Prepare components of comprehensive financial plans
• Participate in client and prospect meetings alongside senior advisors

Knowledge, Skills & Abilities

The ideal candidate will possess:

Qualifications:

• Bachelor’s degree required (finance or related field preferred)
• Strong analytical and organizational skills
• Ability to become proficient, with financial CRM systems and wealth management industry software
• Ability to work independently and collaboratively within a fast-paced team
• High attention to detail and excellent communication skills
• Coachable, team-oriented mindset with a desire to learn and grow

Preference

• 1–2 years of experience in finance, financial services, or a related field

We offer a robust benefits package, including:

• Health Insurance: Multiple plan options with strong employer contributions for health, dental, and vision
• Retirement Savings: Employer-matched 401(k), fully vested, with all plan admin fees covered
• Paid Time Off: Vacation, personal leave, and floating holidays, with accruals increasing over time
• Parental Leave: Paid maternity and paternity leave
• Wellness & Additional Support: Gym reimbursement, paid time off for jury duty, bereavement, and military service