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Wealth Management Advisor Lead-Flow Expert

Job in Tampa, Hillsborough County, Florida, 33646, USA
Listing for: Soltis Investment Advisors, LLC
Full Time position
Listed on 2026-10-17
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Salary/Wage Range or Industry Benchmark: 90000 - 160000 USD Yearly USD 90000.00 160000.00 YEAR
Job Description & How to Apply Below
Position: Wealth Management Advisor: Growth & Lead-Flow Expert

Soltis Investment Advisors, LLC in Tampa, FL seeks a Wealth Management Advisor to establish and grow the firm’s presence in expansion markets. You will execute growth strategies funded by the firm, convert opportunities into lasting client relationships, and complete Fidelity Wealth Advisor Solutions certification to liaise with Fidelity branches your office covers.

You’ll host client events, deliver portfolio reviews, and mentor junior staff as part of a collaborative wealth management team,

Join us at Soltis Investment Advisors, LLC as our next Wealth Management Advisor:
Growth & Lead-Flow Expert in Tampa, FL, United States.

The following role is for a Wealth Management Advisor:
Growth & Lead-Flow Expert with Soltis Investment Advisors, LLC.

Our group is growing, and we are hiring a Wealth Management Advisor:
Growth & Lead-Flow Expert in Tampa, FL, United States.

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