What are the responsibilities and job description for the Wealth Management Analyst position at Soltis Investment Advisors?
Company Overview
Soltis Investment Advisors, a nationwide, fee-only Registered Investment Advisory Firm, has been delivering innovative investment solutions since 1993. We create, build, and manage wealth for individuals and institutions, allowing our clients to focus on life’s most important pursuits.
Your Role
As a Wealth Management Analyst, you will play a key supporting role in delivering exceptional investment and planning services to our clients. You will work alongside senior advisors and planning teams to help develop, organize, and present financial strategies. This is an ideal position for someone looking to grow within the wealth management field, with a long-term path toward becoming a financial advisor or Certified Financial Planner (CFP).
Primary responsibilities include:
- Prepare quarterly investment review materials
- Analyze and organize financial data for current and prospective clients
- Construct investment proposals and recommendations
- Prepare components of comprehensive financial plans
- Participate in client and prospect meetings alongside senior advisors
Knowledge, Skills & Abilities
The ideal candidate will possess:
Qualifications:
- Bachelor’s degree required (finance or related field preferred)
- Strong analytical and organizational skills
- Ability to become proficient, with financial CRM systems and wealth management industry software
- Ability to work independently and collaboratively within a fast-paced team
- High attention to detail and excellent communication skills
- Coachable, team-oriented mindset with a desire to learn and grow
Preference
- 1–2 years of experience in finance, financial services, or a related field
Benefits
We offer a robust benefits package, including:
- Health Insurance: Multiple plan options with strong employer contributions for health, dental, and vision
- Retirement Savings: Employer-matched 401(k), fully vested, with all plan admin fees covered
- Paid Time Off: Vacation, personal leave, and floating holidays, with accruals increasing over time
- Parental Leave: Paid maternity and paternity leave
- Wellness & Additional Support: Gym reimbursement, paid time off for jury duty, bereavement, and military service