Strategic Wealth Advisor: Growth & Client Leadership
Soltis Investment Advisors
Soltis Investment Advisors in South Florida is seeking an energetic Wealth Management Advisor to establish and grow the firm's presence in expansion markets. You will lead local growth strategies, convert opportunities into lasting client relationships, and collaborate with a team to craft customized portfolios. Responsibilities include hosting client events, guiding complex financial planning, and mentoring a junior Analyst and Client Relationship Manager. CFP preferred and travel is expected. #J-18808-Ljbffr Soltis Investment Advisors
Vacancy posted 1 day ago
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