Solis Wealth Management (La Quinta, CA) Seeking Associate Wealth Advisor / Client Relationship Manager
Solis Wealth Management, an independent advisory firm, is excited to hire an associate wealth advisor/client relationship manager to support and enhance our dynamic growth. This candidate will bring a meaningful track record of in-depth knowledge, enthusiasm for a high touch client experience combined with a passionate belief in the tenets of financial planning. If you’re committed to making an impact in people’s lives and leaving the world better than you found it, you will thrive at Solis Wealth.
You will handle all aspects of financial planning and investment management for a segment of our wonderful clients. This includes regular reviews, initiating outreach and resolving incoming client inquiries. You’ll be comfortable and confident when interacting with clients’ outside professionals to ensure a thorough and robust financial planning experience. Our outstanding operations and administrative team members are responsible for the day to day while you proactively nurture and enhance client relationships.
· CFP or CRPC designation or in process of obtaining
· At least 3 years of hands-on advisor experience including leading meetings, providing proactive financial planning advice and making investment recommendations.
· Fully licensed (series 7, 66 and CA Life & Health) and clean U4.
· Very team-oriented
· Strong, adaptive technology abilities
· Intellectual curiosity and passion for our business
Solis Wealth Management believes in a team-oriented environment of motivated people who genuinely enjoy being around each other and having a work/life balance. We welcome like-minded, passionate individuals who are actively pursuing both personal and professional growth.
Interested candidates should contact Tiffany Valentine at <email@example.com>