Senior Wealth Advisor for High-Net-Worth Families
Soltis-Investment-Advisors
Soltis Investment Advisors seeks a Senior Wealth Management Advisor to join the Texas team in Southlake. You will serve as the primary advisor for a portfolio of high-net-worth clients, providing proactive guidance across investment management and financial planning needs. You will strengthen client retention by building trusted relationships and leading regular portfolio reviews, while guiding complex decisions across retirement, tax-aware planning, estate considerations, and risk management. #J-18808-Ljbffr Soltis-Investment-Advisors
Vacancy posted 19 hours ago
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