Wealth Management Analyst - Lehi

Soltis Investment Advisors • Lehi, UT

7d

About The Position

Soltis Investment Advisors, LLC is a nationwide, fee-only Registered Investment Advisory Firm that has delivered investment solutions since 1993. The Wealth Management Analyst supports the delivery of investment and planning services to clients, working alongside senior advisors and planning teams to develop, organize, and present financial strategies. The role is suited to someone seeking to grow in wealth management, with a long-term path toward becoming a financial advisor or Certified Financial Planner (CFP).

Requirements

• Bachelor’s degree required; a finance or related field is preferred.
• Strong analytical and organizational skills.
• Ability to become proficient with financial CRM systems and wealth management industry software.
• Ability to work independently and collaboratively within a fast-paced team.
• High attention to detail and excellent communication skills.
• Coachable, team-oriented mindset with a desire to learn and grow.

Nice To Haves

• 1–2 years of experience in finance, financial services, or a related field.

Responsibilities

• Prepare quarterly investment review materials.
• Analyze and organize financial data for current and prospective clients.
• Construct investment proposals and recommendations.
• Prepare components of comprehensive financial plans.
• Participate in client and prospect meetings alongside senior advisors.

Benefits

• Health insurance with multiple plan options and strong employer contributions for health, dental, and vision.
• Employer-matched 401(k), fully vested, with plan administration fees covered.
• Paid vacation, personal leave, and floating holidays, with accruals increasing over time.
• Paid maternity and paternity leave.
• Gym reimbursement.
• Paid time off for jury duty, bereavement, and military service.

What This Job Offers

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