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About the Role
Soltis Investment Advisors is seeking an energetic, driven Wealth Management Advisor to establish and grow the firm's presence in an expansion market. This role involves executing growth strategies, converting opportunities into client relationships, and leading a local team.
Responsibilities
- Execute on four proven growth strategies in your market, each supplied and funded by the firm and each supported by its own training program.
- Convert firm-supplied opportunities into funded, lasting client relationships.
- Complete Fidelity Wealth Advisor Solutions certification and serve as the Soltis representative to the Fidelity branches your office covers.
- Host a minimum of six client and prospect events each year, with the campaign, content, venue support and follow-up systems supplied by the firm.
- Maintain strong client retention by delivering responsive service, cultivating trusted relationships, and conducting regular portfolio reviews.
- Guide clients through complex financial planning needs.
- Collaborate with the wealth management team to develop customized investment portfolios that may include stocks, bonds, ETFs, structured notes, and alternative investments.
- Develop centers of influence locally, including accountants, attorneys, and other professional referral sources.
- Lead your local team of an Analyst and a Client Relationship Manager, and mentor your Analyst toward a client-facing role of their own.
Requirements
- Bachelor’s degree.
- Series 65 registration.
- At least two to three years of experience in the financial services industry.
- Demonstrated success in building client relationships, identifying needs, and closing business.
- Resilience and self-direction, with the drive to meet and exceed a growth target.
- Established in the local market, with community ties and professional relationships to build on.
- Willingness to travel, including an initial onboarding and training program at our corporate offices in St. George, Utah, and periodic return visits thereafter.
- Ability to thrive in a fast-paced, collaborative team environment.
- Strong knowledge of investment products and financial solutions, along with effective presentation skills.
- Excellent attention to detail, interpersonal skills, and written and verbal communication abilities.
- Professionalism, reliability, and a strong work ethic.
- CFP® certification, or a willingness to pursue additional education and credentials.
- Prior experience presenting to groups or running client events.
- Existing client relationships are welcome but are not required.
Skills
- Strong presentational and sales skills
- Exceptional client service and customer experience attributes
- Investment products and financial solutions knowledge
- Effective presentation skills
- Attention to detail
- Interpersonal skills
- Written and verbal communication abilities
Location
- New York, NY
Work Type
- Full-time
Experience Level
- 2-3 years
Education Level
- Bachelor's degree
- CFP® certification (preferred)
Salary/Compensations
- Competitive base salary
- Uncapped variable compensation based on revenue generated
- Total compensation competitive with market rates
Benefits
- Three-person office support (Analyst and Client Relationship Manager)
- Firm-supplied lead flow
- Structured first-year training program
- Soltis University for continuing education
- Provided office space
- Home-office support (investment management, financial planning, operations, compliance, marketing)
- Mentorship and career development support
- Flexible, collaborative work culture
- Commitment to supporting work-life balance
- Health Insurance (medical, dental, vision with employer contributions)
- Retirement Savings plan with employer match
- Paid Time Off (vacation, personal leave, floating holidays)
- Parental Leave (paid maternity and paternity)
- Wellness benefits (health club membership reimbursement)
- Paid leave for bereavement, jury duty, and military service
About the Company
- Soltis Investment Advisors is a nationwide, fee-only registered investment advisory firm managing approximately $14 billion in client assets.
- Since 1993, the firm has helped individuals and institutions create, build, and manage wealth.