Soltis Investment Advisors is a nationwide, fee only Registered Investment Advisory Firm operating since 1993. We provide innovative investment solutions through custom portfolios and financial guidance to both individuals and institutions. We help our clients create, build, and manage wealth so they are free to pursue life’s most important endeavors.
Soltis is seeking a qualified candidate to join our fast-growing Midwest team as a Wealth Management Advisor based out of our Novi, Michigan office.
Oversee 100 plus household book of Wealth Management clients
Drive high client retention by providing ongoing service, cultivating strong relationships and delivering regular portfolio reviews
Assist clients with complex financial planning
Collaborate with wealth management team to construct customized investment portfolios, including stocks, bonds, ETFs, structured notes, and alternative investments.
Participate in building new client relationships in collaboration with strategic partners
Our Investment In You
· Full Benefits Package
· Stable Base Salary and competitive incentive opportunities
· Mentorship and Career guidance support
· Flexible and collaborate work culture
· Encouragement and Support of work/life balance
The Expertise We’re Looking For
Bachelor’s degree required
3-5 years + of experience working in the financial services industry, preferably working with high-net worth individuals
Success in building relationships, uncovering client needs and recommending solutions
Series 65, CFP preferred or willingness to pursue additional advanced education
Willingness to travel through Mid-West and to corporate offices periodically in Utah
Success in being a part of a fast-pasted team by demonstrating the ability to be coachable and collaborative
Extensive knowledge of investment products, presentation skills, and financial solutions
Strong Attention to detail with good interpersonal communication skills
Ability to articulate complex financial concepts in a simple manner
Professional demeanor, punctuality and strong work ethic.
Financial planning services
Health savings account
Paid time off
Monday to Friday
The following are required:
- Ability to commute or relocate to Novi, Michigan 48375