About this opportunity
Soltis Investment Advisors lists this Wealth Management Analyst: Path to CFP & Client Impact opportunity in boston, Massachusetts. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Soltis Investment Advisors, a nationwide, fee-only Registered Investment Advisory Firm, seeks a detail-oriented Wealth Management Analyst to join our Boston office. You will support senior advisors by preparing investment reviews, organizing financial data, and contributing to financial planning components as you grow toward becoming a CFP.
You will have the opportunity to work with planning teams and gain exposure to serving individuals and institutions in a collaborative, fast-paced
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Worksite address
boston, MA, 02298, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.