Wealth Management Analyst: Path to CFP + Robust Benefits

Soltis Investment Advisors; Lehi (UT); Vor Ort; USD 55.000 - 75.000; Vollzeit

Benefits dieser Stelle

Health insurance

401(k) employer match

Paid time off

Parental leave

Wellness program

Zusammenfassung

Soltis Investment Advisors is seeking a Wealth Management Analyst to support senior advisors in delivering investment and planning services to clients. You will help develop, organize, and present financial strategies and participate in client meetings.

Ideal candidates bring a bachelor's degree in finance or related field, strong analytical and communication skills, and the ability to work both independently and in a fast-paced team.

Qualifikationen

• Bachelor's degree in finance or related field
• Strong analytical and organizational skills
• Ability to learn 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

Aufgaben

• 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

Kenntnisse

Analytical skills

Organizational skills

Communication skills

Independent work

Team collaboration

Ausbildung

Bachelor's degree

Tools

CRM systems

Wealth management software

Jobbeschreibung

Soltis Investment Advisors is seeking a Wealth Management Analyst to support senior advisors in delivering investment and planning services to clients. You will help develop, organize, and present financial strategies and participate in client meetings.

Ideal candidates bring a bachelor's degree in finance or related field, strong analytical and communication skills, and the ability to work both independently and in a fast-paced team.