Registered Administrative Associate - Wealth Management
Solis Wealth Management Inc
Job Description
Job Description
IMPORTANT — Please read before applying.
This position is on-site in La Quinta, CA. We are not offering remote or hybrid work. Candidates must currently live in the Coachella Valley or surrounding desert cities. We are not considering relocation candidates.
We do not sponsor work visas. You must be authorized to work in the United States without sponsorship, now or in the future.
Applications submitted without a cover letter will not be reviewed.
About Solis Wealth Management
Solis Wealth Management is an independent, fee-based wealth management firm in La Quinta, CA. We serve an established client base and operate as a close-knit, values-driven team built on Trust, Knowledge, and Integrity. We're growing and looking for someone who takes pride in doing things right.
The Role
We are hiring a Registered Administrative Associate to support our advisors and clients across trading operations, client service, account administration, and financial planning support. You will be in our La Quinta office every day, serving as a key operational hub for the team.
Responsibilities include handling client account requests, supporting trade entry and portfolio rebalancing, maintaining CRM records, coordinating client meetings, and keeping back-office operations running smoothly.
Required Qualifications
- Minimum 2 years of experience in financial services or wealth management (RIA, broker-dealer, bank wealth management, or similar) — this is not an entry-level role
- Series 7 and Series 66 licenses, already held or actively in process — if not yet licensed, you must demonstrate serious intent (active study enrollment, prior attempt, or prior employer sponsorship); we will sponsor the right candidate but licensing must be a near-term reality
- Strong knowledge of account operations, client service workflows, and financial industry compliance basics
- Comfort with CRM systems, financial planning platforms, custodial portals, and standard office tools
- Excellent written and verbal communication skills
- Current residence in the Coachella Valley or desert cities — no relocation candidates will be considered
Preferred Qualifications
- Experience with Redtail CRM or eMoney financial planning software
- Prior experience in an RIA or independent broker-dealer environment
- Familiarity with LPL Financial or similar custodial platforms
- Experience supporting financial advisors in a registered or client service role
How to Apply
Submit your resume and a cover letter. Your cover letter must answer both of the following:
- Where do you currently live, and how long have you been in the area?
- Which one of our core values resonates most with you, and why?
Applications without a cover letter addressing both questions will not be reviewed.
Solis Wealth Management is an equal opportunity employer.
Vacancy posted 27 days ago
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