Apply on Employer Site

Soltis Investment Advisors · 3 weeks ago

Senior Wealth Management Advisor

Oak Brook, IL

Full-time

Hybrid

Mid, Senior Level

$125K/yr - $200K/yr

1+ years exp

Soltis Investment Advisors is a nationwide, fee-only Registered Investment Advisory Firm that has been delivering innovative investment solutions since 1993. They are seeking an energetic and driven Senior Wealth Management Advisor to manage a portfolio of wealth management clients, ensure high levels of client retention, and assist clients with complex financial planning.

Financial Services

Hiring Manager

Britain Sudol, MBA, SHRM-CP

Responsibilities

Manage a portfolio of over 100 Wealth Management clients

Ensure high levels of client retention by providing ongoing service, cultivating strong relationships, and delivering regular portfolio reviews

Assist clients with complex financial planning

Collaborate with the wealth management team to build customized investment portfolios, including stocks, bonds, ETFs, structured notes, and alternative investments

Contribute to building new client relationships in partnership with strategic partners

Qualification

Financial planningClient relationship buildingInvestment products knowledgeSeries 65 certificationCFP certificationPresentation skillsAttention to detailInterpersonal skillsCommunication skillsWork ethic

Required

Bachelor's degree required

A minimum of 1-5 years in the financial services industry, preferably working with high-net-worth individuals

Proven success in client relationship building, needs identification, and solution recommendations

Willingness to travel, including occasional trips to our corporate offices in Utah

Ability to work in a fast-paced, collaborative team environment

Extensive knowledge of investment products, financial solutions, and strong presentation skills

Strong attention to detail, with excellent interpersonal and communication abilities

A professional demeanor, punctuality, and a strong work ethic

Preferred

Certifications: Series 65 and/or CFP preferred, or a willingness to pursue additional education

Benefits

Health Insurance: Multiple health plan options with significant employer premium coverage for health, dental, and vision insurance.

Retirement Savings: Employer-matched retirement plan, fully vested, with covered administration and management fees.

Paid Time Off: Paid vacation, personal leave, and floating holidays, with increased accrual rates based on years of service.

Parental Leave: Paid maternity and paternity leave.

Wellness & Additional Support: Wellness benefits, including health club membership reimbursement, and paid leave for bereavement, jury duty, and military service.