Senior Wealth Advisor: High-Net-Worth Guidance & Leadership
Soltis Investment Advisors, LLC
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. #J-18808-Ljbffr Soltis Investment Advisors, LLC
Vacancy posted 3 days ago
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