- Experience
- 10+ yrs
- Location
- Southlake, Texas, United States
- Job type
- Full-time
About the role
Bachelor's degree; 10+ years wealth management or financial planning experience; active Series 65 registration; strong client relationship and communication skills; willingness to travel including occasional visits to Utah corporate offices.
About Soltis Investment Advisors
A fee-only U.S. investment adviser providing wealth management, financial planning, and retirement-plan services to individuals, families, and employers.
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