Wealth Management Analyst: Path to CFP + Robust
Listed on 2026-10-19
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Finance & Banking
Financial Advisor / Consultant, Financial Analyst
Soltis Investment Advisors is seeking a Wealth Management Analyst to support senior advisors in delivering investment and planning services to clients. You will help develop, organize, and present financial strategies and participate in client meetings.
Ideal candidates bring a bachelor's degree in finance or related field, strong analytical and communication skills, and the ability to work both independently and in a fast-paced team.
The Wealth Management Analyst:
Path to CFP + Robust Benefits role at Soltis Investment Advisors is now open for applications in Lehi, UT, United States.
If your experience matches this role, we encourage you to apply.
All applications are reviewed carefully by our team.
The position is based in Lehi, UT, United States.
This opportunity is part of our work in Finance, Human Resources.
The advertised compensation is 55.000 - 75.000.
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