- Experience
- 2+ yrs
- Location
- Southlake, Texas, United States
- Job type
- Full-time
About the role
Bachelor's degree; Series 65 registration; 2-3 years financial services experience; demonstrated success in building client relationships and closing business; local market ties; willingness to travel for onboarding and periodic visits.
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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