Soltis Investment Advisors
Novi, Michigan
Contact: K. Lynn Kittrell
Email: klynn@soltisadvisors.com
Telephone: (248) 516-1937
Website: https://soltisadvisors.com/
Please indicate which city and state the potential job position is located: Novi, Michigan
Please indicate which describes your affiliation: RIA
Please provide a brief description of your Company: Soltis Advisors provides advisory services to clients in a fiduciary capacity as a Fee-Only, Federally Registered Investment Advisory. Founded in 1993, the key philosophy is client-focused with an emphasis on Performance, Independence and a Non-Conflict of Interest Environment. Services include wealth management and institutional and retirement plan services for over $6 billion in assets under management and assets under advisement.
Please provide a brief description of what you are looking for in your possible hire: Initially, the candidate will develop skills to foster client relationships through on-boarding, investment subscription documentation, and service for wealth management as an analyst before advancement to advisor. The candidate will be mentored by senior advisors and attend client meetings, take notes and prepare client reports and financial plans in a full-time salaried office position with health, dental, vision benefits and employer-matching 401(k).
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SE4rb3czYzBBampENHErdz09
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Passcode: 635682