Wealth Management Analyst: Growth Path to CFP + Benefits

Soltis Investment Advisors, LLC; Lehi (UT); Sur place; USD 55 000 - 85 000; Plein temps

Avantages offerts par ce poste

Health Insurance

Retirement Savings: 401(k) employer-m匹

Résumé du poste

Soltis Investment Advisors, LLC seeks a Wealth Management Analyst in Lehi to support senior advisors with investment reviews, data analysis, and financial planning components. The role offers growth toward advising and CFP certification through hands-on client exposure.

Ideal candidates have a finance-related bachelor’s degree, strong analytical and communication skills, and comfort with wealth management software and CRM systems.

Qualifications

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

Responsabilités

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

Connaissances

Bachelor’s degree

Analytical skills

Organizational skills

Financial data analysis

Communication skills

Team collaboration

Attention to detail

Coachable mindset

Independent work

Formation

Bachelor’s degree in finance or related field

Outils

CRM software

Wealth management software

Description du poste

Soltis Investment Advisors, LLC seeks a Wealth Management Analyst in Lehi to support senior advisors with investment reviews, data analysis, and financial planning components. The role offers growth toward advising and CFP certification through hands-on client exposure.

Ideal candidates have a finance-related bachelor’s degree, strong analytical and communication skills, and comfort with wealth management software and CRM systems.