Wealth Management Advisor - Client Relationships & Lead Events
Listed on 2026-10-17
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Soltis Investment Advisors, LLC, a nationwide fee-only RIA, seeks a Wealth Management Advisor for Greenwich, CT/Hartford, CT. You will establish and grow the Soltis presence in expansion markets, lead a local team, and drive client relationships with comprehensive financial planning and investment solutions.
You will complete Fidelity Wealth Advisor Solutions certification, host events, and leverage firm resources to deliver proactive service and portfolio reviews.
This role, Wealth Management Advisor
- Grow Client Relationships & Lead Events at Soltis Investment Advisors, LLC, could be your next career step.
We would love to welcome a new Wealth Management Advisor
- Grow Client Relationships & Lead Events to our organisation in Greenwich, CT, United States.
For the Wealth Management Advisor
- Grow Client Relationships & Lead Events position at Soltis Investment Advisors, LLC, we are reviewing applications now.
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