Qureos Mentor

Soltis Investment Advisors

Company OverviewSoltis 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&rsquo;s most important pursuits.We are seeking a detail-oriented and motivated Financial Analyst to join our fast-growing Mid-West team. Candidates must be willing to work from one of our office locations in Novi, Michigan; Oakbrook, Illinois; or St. George, Utah.Your RoleAs a Financial Analyst, you will play a key supporting role in delivering exceptional investment and planning services to our clients. You will work alongside senior advisors and planning teams to help develop, organize, and present financial strategies. This role is intended to equip candidates with the education and support needed to accelerate their development into a successful advisor within the firm.Primary responsibilities include:<ul><li>Prepare quarterly investment review materials</li><li>Analyze and organize financial data for current clients and prospective clients</li><li>Construct investment proposals and recommendations</li><li>Prepare components of comprehensive financial plans</li><li>Participate in client and prospect meetings alongside senior advisors</li></ul>Knowledge, Skills &amp; AbilitiesThe ideal candidate will possess:Qualifications:<ul><li>Bachelor&rsquo;s degree required (finance or related field preferred)</li><li>Experience in finance or financial services is a plus, but not required</li><li>Strong analytical and organizational skills</li><li>Ability to work independently and collaboratively within a fast-paced team</li><li>High attention to detail and excellent communication skills</li><li>Coachable, team-oriented mindset with a desire to learn and grow</li></ul>BenefitsWe offer a robust benefits package, including:<ul><li>Health Insurance: Multiple plan options with strong employer contributions for health, dental, and vision</li><li>Retirement Savings: Employer-matched 401(k), fully vested, with all plan admin fees covered</li><li>Paid Time Off: Vacation, personal leave, and floating holidays, with accruals increasing over time</li><li>Parental Leave: Paid maternity and paternity leave</li><li>Wellness &amp; Additional Support: Gym reimbursement, paid time off for jury duty, bereavement, and military service</li></ul>Pay: $50,000.00 - $70,000.00 per yearBenefits:<ul><li>401(k)</li><li>Dental insurance</li><li>Flexible spending account</li><li>Health insurance</li><li>Health savings account</li><li>Paid time off</li><li>Parental leave</li><li>Retirement plan</li><li>Vision insurance</li></ul>Application Question(s):<ul><li>Have you completed the following level of education: Bachelor's Degree?</li><li>How many years of experience do you have in the financial industry?</li></ul>Work Location: In person

Wealth Management Analyst

Company OverviewSoltis Investment Advisors is a nationwide, fee-only Registered Investment Advisory Firm that has been delivering innovative investment solutions since 1993. We create, build, and manage wealth for individuals and institutional clients, allowing our partners to focus on what matters most. With offices across Utah, Arizona, Nevada, Texas, Michigan, and Washington, Soltis continues to grow its institutional presence across the country.We are seeking a driven and relationship-focused Senior Advisor, Institutional &amp; Retirement Plan Services to support and expand Soltis&rsquo; institutional and retirement plan business within designated regional markets.Your RoleAs a Senior Advisor, you will be responsible for developing new institutional relationships and driving asset growth through proactive business development efforts. This role plays a key part in expanding Soltis&rsquo; institutional footprint and works closely with senior leadership, marketing, and implementation teams.You will:<ul><li>Identify and develop new institutional business opportunities within an assigned regional territory.</li><li>Build and maintain relationships with institutional prospects, plan sponsors, consultants, and corporate executives.</li><li>Own and actively manage the institutional sales pipeline, including prospecting, follow-up, and opportunity tracking.</li><li>Serve as the day-to-day lead for institutional business development and lead generation in regional markets.</li><li>Partner closely with the VP of Marketing and institutional leadership to align outreach strategies and messaging.</li><li>Support onboarding and implementation of new institutional clients in collaboration with internal teams.</li><li>Develop a strong understanding of Soltis&rsquo; institutional services, investment capabilities, and value proposition.</li><li>Represent Soltis with professionalism, confidence, and credibility in all external interactions.</li></ul>Knowledge, Skills &amp; AbilitiesThe ideal candidate will possess:Qualifications:<ul><li>Bachelor&rsquo;s degree (preferred).</li><li>Series 65 license (preferred).</li><li>3 &ndash; 5 years of experience in institutional, retirement plan, or related investment management roles.</li><li>Proven track record of sales success and business development within institutional or retirement-focused environments.</li><li>Strong executive presence, presentation skills, and communication abilities.</li><li>Ability to build trust and credibility with senior-level corporate and institutional decision-makers.</li><li>Willingness to travel within assigned regional markets and occasionally to Soltis offices.</li><li>Ability to work independently while collaborating effectively within a fast-paced, growth-oriented team.</li><li>Additional industry credentials or experience working with retirement plans, institutional consultants, or OCIO relationships a plus.</li></ul>Compensation &amp; BenefitsCompensation<ul><li>Base Salary: Competitive base salary (as listed in posting), with strong upside and clear opportunities for accelerated growth.</li><li>Sales Incentive Compensation: Performance-based incentive pay that supplements base salary.</li></ul>BenefitsWe offer a comprehensive benefits package, including:<ul><li>Health Insurance: Multiple medical plan options with substantial employer premium coverage, including dental and vision.</li><li>Retirement Savings: Employer-matched retirement plan, fully vested, with covered administration and management fees.</li><li>Paid Time Off: Paid vacation, personal leave, and floating holidays, with increased accrual based on tenure.</li><li>Parental Leave: Paid maternity and paternity leave.</li><li>Additional Support: Paid leave for bereavement, jury duty, and military service, along with wellness-related benefits.</li></ul>Pay: $150,000.00 - $250,000.00 per yearApplication Question(s):<ul><li>Do you have at least three 3 years of professional experience in institutional investing, retirement plan services, or related investment management roles?</li><li>Have you completed the following level of education: Bachelor's Degree?</li><li>Do you currently hold an active Series 65 license?</li></ul>Work Location: In person

Senior Advisor, Institutional & Retirement Plan Services

Join Soltis Investment Advisors and explore 2   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

Soltis Investment Advisors

ABOUT_COMPANY

Wealth Management Analyst

Senior Advisor, Institutional & Retirement Plan Services