Soltis Investment Advisors · 19 hours ago
Business Development & Wealth Management Advisor
Lehi, UT
Full-time
Hybrid
Entry, Mid Level
$25K/yr - $50K/yr
2+ years expSoltis 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 Business Development & Wealth Management Advisor to join their fast-growing Retirement Team, focusing on building and managing wealth for clients while collaborating with the team to provide comprehensive wealth management services.
Financial Services
Hiring Manager
Britain Sudol, MBA, SHRM-CP
Responsibilities
Work Directly with the Retirement Team Advisors to Identify and Market to Wealth Management Prospects
Work directly with the Retirement Team to build an ongoing outreach campaign for terminated plan participants
Work directly with the Managing Partners at Soltis to assist and provide WM services to many of these long standing Institutional Relationships
Take the Lead Role in the procurement and onboarding of these clients
Additionally, ensure high levels of client retention by providing ongoing service, cultivating strong relationships, and delivering regular portfolio reviews
Collaborate with the team to provide the full suite of our Wealth Management services to clients
Collaborate with the Retirement team to build customized investment portfolios, including stocks, bonds, ETFs, structured notes, and alternative investments
Be a Valuable part of our retirement team in collaboration to deliver the varying Soltis services
Qualification
Required
Bachelor's degree required
A minimum of 2-3 years in the financial services industry, preferably working with high-net-worth individuals
Proven success in driving opportunities and new revenue through lead generation as well as leveraging Soltis extensive networks
Proven success in client relationship building, needs identification, and solution recommendations
Willingness to travel on occasion
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.
Company
Soltis Investment Advisors
Soltis is an investment advisory firm which delivers financial security and personal freedom to individual and institutional investors.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
unknown2024-09-17Acquired
Leadership Team
Lon Henderson
Founder, Chairman of the Board of Advisors
Recent News
2025-05-05
2025-05-04
Private Equity Wire
2025-04-30
Company data provided by crunchbase