Senior Wealth Advisor: High-Net-Worth Guidance & Leadership
Listed on 2026-10-12
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Soltis Investment Advisors, LLC in Southlake, Texas, is seeking a Senior Wealth Management Advisor to lead client relationships and provide integrated investment management and financial planning for high-net-worth individuals and families.
You will manage complex portfolios, collaborate with the wealth management team, and guide clients through retirement, tax-aware planning, estate considerations, and risk management while expanding the client base through referrals and partnerships.
We would love to welcome a new Senior Wealth Advisor:
High-Net-Worth Guidance & Leadership to our organisation in Southlake, TX, United States.
Learn more about the Senior Wealth Advisor:
High-Net-Worth Guidance & Leadership role in the description above.
We appreciate your interest in this position.
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.
(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).