Senior Wealth Advisor High-Net-Worth Families
Listed on 2026-10-11
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Soltis Investment Advisors seeks a Senior Wealth Management Advisor to join the Texas team in Southlake. You will serve as the primary advisor for a portfolio of high-net-worth clients, providing proactive guidance across investment management and financial planning needs.
You will strengthen client retention by building trusted relationships and leading regular portfolio reviews, while guiding complex decisions across retirement, tax-aware planning, estate considerations, and risk management.
This is a genuine opening to take on the Senior Wealth Advisor for High-Net-Worth Families role at Soltis-Investment-Advisors.
This role is for the Senior Wealth Advisor for High-Net-Worth Families role at Soltis-Investment-Advisors.
We are seeking a motivated Senior Wealth Advisor for High-Net-Worth Families to join Soltis-Investment-Advisors in Southlake, TX, United States.
Consider building your career as a Senior Wealth Advisor for High-Net-Worth Families at Soltis-Investment-Advisors.
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