Soltis Investment Advisors, LLC in New York, NY seeks a Wealth Management Advisor to establish and grow presence in an expansion market. You will manage client relationships, lead portfolio reviews, and collaborate on customized investment solutions with local team support.
The role emphasizes travel to onboarding at corporate offices, building local influence, and hosting client events to drive growth while delivering exceptional service and specialization in financial planning and investments.
#J-18808-LjbffrHybrid Wealth Advisor — Growth & Client Impact in new york at Unknown Company
This position is listed as full time and onsite.