Wealth Management Advisor - Atlanta, GA

Soltis Investment Advisors • Atlanta, GA

11d • Hybrid

About The Position

Soltis Investment Advisors is seeking an energetic, driven Wealth Management Advisor to establish and grow the Soltis presence in one of its expansion markets. The firm is a nationwide, fee-only registered investment advisory firm managing approximately $14 billion in client assets, and has been helping individuals and institutions create, build, and manage wealth since 1993. The Wealth Management Advisor will be responsible for executing proven growth strategies, converting firm-supplied opportunities into client relationships, completing Fidelity Wealth Advisor Solutions certification, hosting client and prospect events, maintaining client retention, guiding clients through financial planning needs, collaborating with the wealth management team on investment portfolios, developing centers of influence, and leading a local team.

Requirements

• Bachelor’s degree.
• Series 65 registration.
• At least two to three years of experience in the financial services industry.
• Demonstrated success in building client relationships, identifying needs, and closing business.
• Resilience and self-direction, with the drive to meet and exceed a growth target.
• Established in the local market, with community ties and professional relationships to build on.
• Willingness to travel, including an initial onboarding and training program at our corporate offices in St. George, Utah, and periodic return visits thereafter.
• Ability to thrive in a fast-paced, collaborative team environment.
• Strong knowledge of investment products and financial solutions, along with effective presentation skills.
• Excellent attention to detail, interpersonal skills, and written and verbal communication abilities.
• Professionalism, reliability, and a strong work ethic.

Nice To Haves

• CFP® certification, or a willingness to pursue additional education and credentials.
• Prior experience presenting to groups or running client events.
• Existing client relationships are welcome but are not required. Where an advisor brings a book of business, we will discuss it separately and on its own terms.

Responsibilities

• Execute on four proven growth strategies in your market, each supplied and funded by the firm and each supported by its own training program.
• Convert firm-supplied opportunities into funded, lasting client relationships.
• Complete Fidelity Wealth Advisor Solutions certification and serve as the Soltis representative to the Fidelity branches your office covers.
• Host a minimum of six client and prospect events each year, with the campaign, content, venue support and follow-up systems supplied by the firm.
• Maintain strong client retention by delivering responsive service, cultivating trusted relationships, and conducting regular portfolio reviews.
• Guide clients through complex financial planning needs.
• Collaborate with the wealth management team to develop customized investment portfolios that may include stocks, bonds, ETFs, structured notes, and alternative investments.
• Develop centers of influence locally, including accountants, attorneys, and other professional referral sources.
• Lead your local team of an Analyst and a Client Relationship Manager, and mentor your Analyst toward a client-facing role of their own.

Benefits

• A three-person office (Analyst and Client Relationship Manager support).
• Firm-supplied lead flow (four proven growth strategies).
• Structured first-year training program.
• Soltis University (internal learning platform with continuing education).
• Office space provided (professional executive suite, converting to permanent space as market grows).
• Home-office support (investment management, financial planning, operations, compliance, marketing resources).
• Mentorship and career development support.
• Flexible, collaborative work culture.
• Commitment to supporting work-life balance.
• Base salary.
• Uncapped variable compensation (share of gross revenue).
• Health Insurance (multiple medical plan options with employer contributions).
• Dental Insurance.
• Vision Insurance.
• Retirement Savings (employer-matched retirement plan).
• Paid Time Off (vacation, personal leave, floating holidays).
• Parental Leave (paid maternity and paternity leave).
• Wellness benefits (health club membership reimbursement).
• Paid leave for bereavement, jury duty, and military service.

What This Job Offers

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