Wealth Management Analyst

Company Overview

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 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 Role

As 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:

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

Knowledge, Skills & Abilities

The ideal candidate will possess:

Qualifications:

• Bachelor’s degree required (finance or related field preferred)
• Experience in finance or financial services is a plus, but not required
• Strong analytical and organizational skills
• 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

Benefits

We offer a robust benefits package, including:

• Health Insurance: Multiple plan options with strong employer contributions for health, dental, and vision
• Retirement Savings: Employer-matched 401(k), fully vested, with all plan admin fees covered
• Paid Time Off: Vacation, personal leave, and floating holidays, with accruals increasing over time
• Parental Leave: Paid maternity and paternity leave
• Wellness & Additional Support: Gym reimbursement, paid time off for jury duty, bereavement, and military service

Pay: $50,000.00 - $70,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Flexible spending account
• Health insurance
• Health savings account
• Paid time off
• Parental leave
• Retirement plan
• Vision insurance

Application Question(s):

• Have you completed the following level of education: Bachelor's Degree?
• How many years of experience do you have in the financial industry?

Work Location: In person