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Ferguson Wellman Capital Management / Octavia Group

Portland, Oregon

Eugene School District

Eugene, Oregon

Clean Harbors

Norwell, Massachusetts

Collier County Board of County Commissioners

Naples, Florida

Harbor Capital Advisors

Boston, Massachusetts

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Wealth Management Advisor
Soltis Investment Advisors is a nationwide, fee only Registered Investment Advisory Firm operating since 1993. We provide innovative investment solutions through custom portfolios and financial guidance to both individuals and institutions. We help our clients create, build, and manage wealth so they are free to pursue life’s most important endeavors. Soltis is seeking a qualified candidate to join our fast-growing Midwest team as a Wealth Management Advisor based out of our Novi, Michigan office. Your Role Oversee 100 plus household book of Wealth Management clients Drive high client retention by providing ongoing service, cultivating strong relationships and delivering regular portfolio reviews Assist clients with complex f

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