Wealth Management Analyst: Path to CFP
Listed on 2026-10-19
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Analyst
Soltis Investment Advisors, LLC seeks a Wealth Management Analyst in Lehi to support senior advisors with investment reviews, data analysis, and financial planning components. The role offers growth toward advising and CFP certification through hands-on client exposure.
Ideal candidates have a finance-related bachelor’s degree, strong analytical and communication skills, and comfort with wealth management software and CRM systems.
We invite applications for the Wealth Management Analyst:
Growth Path to CFP + Benefits position located in Lehi, UT, United States.
We have an opening for a Wealth Management Analyst:
Growth Path to CFP + Benefits in Lehi, UT, United States within Finance, Human Resources.
This role, Wealth Management Analyst:
Growth Path to CFP + Benefits at Soltis Investment Advisors, LLC, could be your next career step.
Are you ready to take on the Wealth Management Analyst:
Growth Path to CFP + Benefits role at Soltis Investment Advisors, LLC?
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