Wealth Management Analyst: Grow toward CFP & Client Impact

Soltis-Investment-Advisors; Lehi (UT); Presencial; USD 60.000 - 90.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health Insurance

Retirement Savings

Paid Time Off

Parental Leave

Wellness & Additional Support

Descripción de la vacante

Soltis Investment Advisors in Utah is seeking a Wealth Management Analyst to support senior advisors and planning teams, helping develop, organize, and present financial strategies while delivering exceptional investment and planning services to clients and prospects.

This role offers a growth path toward becoming a financial advisor or CFP, with responsibilities including preparing investment reviews, analyzing data, constructing proposals, and participating in client meetings with senior staff.

Formación

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

Responsabilidades

• 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.

Conocimientos

Analytical skills

Communication skills

Attention to detail

Independent & collaborative

CRM software

Wealth management software

Educación

Bachelor’s degree in finance or related field

Herramientas

CRM software

WealthTech platforms

Descripción del empleo

Soltis Investment Advisors in Utah is seeking a Wealth Management Analyst to support senior advisors and planning teams, helping develop, organize, and present financial strategies while delivering exceptional investment and planning services to clients and prospects.

This role offers a growth path toward becoming a financial advisor or CFP, with responsibilities including preparing investment reviews, analyzing data, constructing proposals, and participating in client meetings with senior staff.