Associate Advisor​/Wealth Analyst

Associate Advisor / Wealth Analyst – Job Description

Experience matters.

We help 401(k) Plan Sponsors and Individual Investors achieve their financial goals.

For over 25 years, our dedicated team has delivered consistent performance and premium service to our clients.

Our ongoing commitment to our clients is that we are fiduciaries, not just an advisor, and that means every decision and recommendation must be solely in the client’s best interest.

The name Solida comes from the Latin root meaning “firm” or “foundation”, and it is the same origin as the English word solid. We chose Solida because it reflects exactly what we strive to provide: a strong and steady financial foundation with trusted guidance for every client we serve.

We are seeking an Associate Advisor/Wealth Analyst to join our Solida Financial Team in the South Park area of Charlotte, NC. Our independent RIA Team specializes and focuses on:

• Retirement planning for pre-retirees, executives, and professionals.
• 401(k) plan consulting for small to medium sized businesses, their executives, and employees.

We are adding to our boutique, high‑caliber team. This is a role for someone who wants to grow with a firm and ultimately become part of the company leadership, not spin off to start their own shop.

If you are currently in an associate advisor, financial planner, paraplanner, or CSA role, and you feel overlooked or stuck this opportunity might be for you. We are looking for the right teammate who wants more responsibility, client exposure, and a long‑term home.

• Support and progressively lead ALL client communications and meetings for pre‑retirees, professionals, and 401(k) plan sponsors.
• Help build retirement income plans, investment strategies, and 401(k) plan reviews.
• Own the follow‑up and follow-through of ALL client activities: meeting prep, notes, implementation with custodians/recordkeepers, and ongoing client communication.
• Contribute to client education via emails, webinars, and presentations as we continue to grow.
• Preferred Qualifications:
  
  2+ years of industry experience, appropriate FINRA and State licensing (Series 7, 63, 66)

• Someone whose primary goal is to build an independent or solo practice. This is not a place to build your own separate brand. We are building a Team with an aligned focus on every client.
• Someone looking for a pure business development role or fully remote work arrangement. This is currently not going to be a fit here. We will expect you to naturally cultivate leads, connections, and opportunities, but your primary focus will be what we have described above.

• Competitive base salary plus performance‑based bonus, starting salary commensurate with experience.
• We will provide a clear and documented path from Associate Advisor to Senior Lead Advisor with potential equity ownership in the firm.
• Direct mentorship and engagement from the founder with continued exposure to both individual planning and qualified plan work.
• Flexible and casual work environment.
• CFP support as you deepen technical and client‑facing skills.
• Provide a comprehensive and competitive benefits package including health coverage (medical, dental & vision) and a 401(k).

• This is an in‑office role in our South Park (Charlotte, NC) office.
• We believe real camaraderie, coaching, and team‑building happen face‑to‑face. Collaborating and engaging in the same space, not just remotely.
• If you enjoy being part of a tight, in‑person team where you can see the impact of your work daily, you’ll fit well here.

Thank you for taking the time to learn more about this opportunity to join the Solida Financial Team. We are proud to be an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender identity, sex, sexual orientation, national origin, disability status, protected veteran status, and any other characteristic protected by law or company policy.

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