Senior Wealth Management Advisor

Soltis Investment Advisors • Southlake, TX

5d • Hybrid

About The Position

Soltis Investment Advisors is a nationwide, fee-only registered investment advisory firm that has delivered innovative investment solutions since 1993. We help individuals and institutions create, build, and manage wealth so they can focus on life’s most important pursuits. We are seeking an experienced, relationship-driven Senior Wealth Management Advisor to join our growing Texas team in our Southlake office.

Requirements

• Bachelor’s degree.
• At least ten years of experience in wealth management, financial planning, or a related financial services role, preferably serving high-net-worth individuals and families.
• Active Series 65 registration in good standing.
• Demonstrated success managing complex client relationships, identifying needs, and delivering thoughtful financial and investment solutions.
• Strong knowledge of investment products, portfolio construction, and comprehensive financial planning strategies.
• Proven ability to communicate complex financial concepts clearly and lead effective client presentations.
• Ability to exercise sound judgment, manage competing priorities, and thrive in a fast-paced, collaborative environment.
• Excellent attention to detail, interpersonal skills, and written and verbal communication abilities.
• Professionalism, reliability, and a strong work ethic.
• Willingness to travel, including occasional visits to our corporate offices in Utah.

Nice To Haves

• CFP® certification.
• Fifteen years of experience in wealth management, financial planning, or a related financial services role, preferably serving high-net-worth individuals and families.

Responsibilities

• Serve as the primary advisor for a portfolio of high-net-worth clients, providing proactive, personalized guidance across investment management and financial planning needs.
• Strengthen client retention and satisfaction by building trusted relationships, anticipating client needs, and leading regular portfolio and planning reviews.
• Lead clients through complex financial decisions involving retirement, tax-aware planning, estate considerations, risk management, and multigenerational wealth strategies.
• Collaborate with the wealth management team to design and implement customized investment portfolios that may include stocks, bonds, ETFs, structured notes, and alternative investments.
• Develop new client relationships and expand existing relationships through referrals, strategic partnerships, and consultative business development.
• Provide guidance and mentorship to other team members while supporting consistent service standards and best practices.

Benefits

• A competitive base salary and incentive opportunities.
• Multiple medical plan options, with significant employer contributions toward medical, dental, and vision premiums.
• A fully vested, employer-matched retirement plan, with administration and management fees covered by the firm.
• Paid vacation, personal leave, and floating holidays, with accrual rates that increase based on years of service.
• Paid maternity and paternity leave.
• Wellness benefits, including health club membership reimbursement, as well as paid leave for bereavement, jury duty, and military service.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior