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 Wealth Management Analyst to join our growing Boston office.Your Role As a Wealth Management 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 is an ideal position for someone looking to grow within the wealth management field, with a long-term path toward becoming a financial advisor or Certified Financial Planner (CFP).Primary responsibilities include:Prepare quarterly investment review materialsAnalyze and organize financial data for current and prospective clientsConstruct investment proposals and recommendationsPrepare components of comprehensive financial plansParticipate in client and prospect meetings alongside senior advisorsKnowledge, Skills & AbilitiesThe ideal candidate will possess:Qualifications:Bachelor’s degree required (finance or related field preferred)Strong analytical and organizational skillsAbility to become proficient, with financial CRM systems and wealth management industry softwareAbility to work independently and collaboratively within a fast-paced teamHigh attention to detail and excellent communication skillsCoachable, team-oriented mindset with a desire to learn and growPreference1–2 years of experience in finance, financial services, or a related fieldBenefitsWe offer a robust benefits package, including:Health Insurance: Multiple plan options with strong employer contributions for health, dental, and visionRetirement Savings: Employer-matched 401(k), fully vested, with all plan admin fees coveredPaid Time Off: Vacation, personal leave, and floating holidays, with accruals increasing over timeParental Leave: Paid maternity and paternity leaveWellness & Additional Support: Gym reimbursement, paid time off for jury duty, bereavement, and military service