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Wealth Management Advisor: Lead & Relationships

Job in Southlake, Tarrant County, Texas, 76092, USA
Listing for: Soltis Investment Advisors
Full Time position
Listed on 2026-10-18
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor / Consultant
Salary/Wage Range or Industry Benchmark: 90000 - 150000 USD Yearly USD 90000.00 150000.00 YEAR
Job Description & How to Apply Below
Position: Wealth Management Advisor: Lead Growth & Relationships

Soltis Investment Advisors is seeking an energetic Wealth Management Advisor to establish and grow our presence in expansion markets. You will execute growth strategies, convert opportunities into lasting client relationships, and lead a local team of an Analyst and a Client Relationship Manager.

You will host client events, deliver exceptional service, and guide clients through complex financial planning, developing customized portfolios including stocks, bonds, ETFs, structured notes and

The Wealth Management Advisor:
Lead Growth & Relationships position in the Finance, Sales field is open for applications.

The advertised compensation is 90..

We aim to respond to suitable candidates as soon as possible.

Full responsibilities and requirements are described in the listing above.

Learn more about the Wealth Management Advisor:
Lead Growth & Relationships role in the description above.

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