Wealth Management Analyst - Lehi

Soltis Investment Advisors, LLC; Lehi (UT); Presencial; USD 55.000 - 85.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health Insurance

Retirement Savings: 401(k) employer-m匹

Descripción de la vacante

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.

Formación

• 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.

Responsabilidades

• 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.

Conocimientos

Bachelor’s degree

Analytical skills

Organizational skills

Financial data analysis

Communication skills

Team collaboration

Attention to detail

Coachable mindset

Independent work

Educación

Bachelor’s degree in finance or related field

Herramientas

CRM software

Wealth management software

Descripción del empleo

Wealth Management Analyst - Lehi

Soltis Investment Advisors, LLC Lehi, Utah, United States

About this position

About Soltis Investment Advisors, LLC

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.

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