Wealth Management Advisor - Tampa Bay / St. Petersburg

Soltis Investment Advisors•Gibsonton, FL

About The Position

Soltis Investment Advisors is seeking an energetic, driven Wealth Management Advisor to establish and grow the firm's presence in the Tampa Bay / St. Petersburg market. The advisor will execute firm-funded growth strategies, convert supplied opportunities into lasting client relationships, and represent Soltis at covered Fidelity branches after completing Fidelity Wealth Advisor Solutions certification. The role includes hosting client and prospect events, retaining and serving clients, conducting portfolio reviews, guiding clients through complex financial planning needs, and collaborating on customized investment portfolios. The advisor will build local professional referral relationships and lead a local team comprising an Analyst and a Client Relationship Manager, including mentoring the Analyst toward a client-facing role. The firm provides lead-generation strategies, training, office space, home-office resources, mentorship, and career development support. Compensation includes a base salary while the practice is being built, followed by uncapped variable compensation tied to client relationship revenue. The broader package includes health coverage, retirement savings, paid time off, parental leave, and wellness and other leave benefits.

Requirements

Bachelor’s degree.
Series 65 registration.
At least two to three years of experience in the financial services industry.
Demonstrated success building client relationships, identifying needs, and closing business.
Resilience, self-direction, and 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 for initial onboarding and training at the corporate offices in St. George, Utah, and for periodic return visits.
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 willingness to pursue additional education and credentials.
Prior experience presenting to groups or running client events.
Existing client relationships are welcome but not required; an advisor's book of business may be discussed separately.

Responsibilities

Execute four firm-supplied and funded growth strategies in the local market, using the training provided for each.
Convert firm-supplied opportunities into funded, lasting client relationships.
Complete Fidelity Wealth Advisor Solutions certification and represent Soltis at the Fidelity branches covered by the office.
Host at least six client and prospect events each year.
Maintain client retention through responsive service, trusted relationships, and regular portfolio reviews.
Guide clients through complex financial planning needs.
Collaborate with the wealth management team to develop customized investment portfolios, potentially including stocks, bonds, ETFs, structured notes, and alternative investments.
Develop local centers of influence, including accountants, attorneys, and other professional referral sources.
Lead the local Analyst and Client Relationship Manager.
Mentor the Analyst toward a client-facing role.

Benefits

Competitive base salary paid from the first day, followed by uncapped variable compensation as the practice grows.
Multiple medical plan options, with significant employer contributions toward medical, dental, and vision premiums.
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 increasing based on years of service.
Paid maternity and paternity leave.
Wellness benefits, including health club membership reimbursement.
Paid leave for bereavement, jury duty, and military service.
Firm-provided office space in a professional executive suite, transitioning to permanent space as the market grows.
Home-office support from the firm's investment management, financial planning, operations, compliance, and marketing resources.
Mentorship, career development support, continuing education, and ongoing training.
Flexible, collaborative work culture and commitment to work-life balance.