Strategic Wealth Advisor Client Leadership
Listed on 2026-10-16
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Finance & Banking
Wealth Management, Financial Advisor / Consultant
Soltis Investment Advisors in South Florida is seeking an energetic Wealth Management Advisor to establish and grow the firm's presence in expansion markets. You will lead local growth strategies, convert opportunities into lasting client relationships, and collaborate with a team to craft customized portfolios.
Responsibilities include hosting client events, guiding complex financial planning, and mentoring a junior Analyst and Client Relationship Manager. CFP preferred and travel is expected.
We are currently recruiting a Strategic Wealth Advisor:
Growth & Client Leadership for our team in Miami, FL, United States.
Take a moment to read everything above and see whether this role is right for you.
This posting is for the Strategic Wealth Advisor:
Growth & Client Leadership role at Soltis Investment Advisors, based in Miami, FL, United States.
We are looking to fill the Strategic Wealth Advisor:
Growth & Client Leadership position at Soltis Investment Advisors in Miami, FL, United States.
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