Client Relationship Manager in Gilbert, Arizona at Soltis Investment Advisors, LLC

About Soltis Investment Advisors, LLC

Soltis Investment Advisors, a nationwide, fee-only Registered Investment Advisory Firm, has been delivering innovative investment solutions since 1993. We create, build, and manage wealth for individuals and institutions, allowing our clients to focus on life’s most important pursuits.

We are seeking a detail-oriented and motivated Wealth Management Sales Associate/Analyst to support business development efforts in our fast-growing Southlake, Texas office.

Job Responsibilities

· Develop and maintain client relationships

· Facilitate client onboarding

· Handle investment subscription documentation

· Provide various wealth management services

· Utilize Office 365, DocuSign, and other industry software

· Ensure high levels of client satisfaction

Knowledge, Skills, Abilities

· Detail-oriented

· Professional conduct and demeanor

· Self-motivated

· Compliance-minded

· Strong problem-solving skills

· Excellent communication skills

· Ability to work effectively in a team environment

Qualifications

Seeking a dedicated individual for a technical role that requires training, regardless of prior industry knowledge. 1-2 years industry experience preferred but not required.

Our Investment In You

We provide a range of workforce opportunities:

• Benefits Package - see list below
• Competitive Salary based on experience
• Professional Growth & Training opportunities
• Supportive Work Environment.
• Opportunities for advancement.

Compensation & Benefits

• Pay: Commensurate with Experience
• Health Insurance: Multiple health plan options with employer premium coverage for health, dental, and vision insurance.
• Retirement Savings: Employer-matched retirement plan, fully vested, with covered administration and management fees.
• Paid Time Off: Paid vacation, personal leave, and floating holidays, with increased accrual rates based on years of service.
• Parental Leave: Paid maternity and paternity leave.
• Wellness & Additional Support: Wellness benefits, including health club membership reimbursement, and paid leave for bereavement, jury duty, and military service.

Additional information to be included on the posting

Full Time or Part Time: Full Time

Work Schedule Summary: Monday – Friday, 8 AM to 5 PM

Full Time or Part Time: Full Time