Wealth Management Analyst: Path to CFP & Client Impact

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, 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