Wealth Management Analyst: Path to CFP
-
Finance & Banking
Job Description & How to Apply Below
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.
This role, Wealth Management Analyst:
Growth Path to CFP + Benefits at Soltis Investment Advisors, LLC, could be your next opportunity.
Join Soltis Investment Advisors, LLC and contribute to our ongoing work.
Take a moment to read everything above and see whether this role is right for you.
This posting is for the Wealth Management Analyst:
Growth Path to CFP + Benefits role at Soltis Investment Advisors, LLC, based in Lehi, UT, United States.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
View / Apply for Jobs
Matching My Jurisdiction