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About 74473 results in (5) seconds
Senior Wealth Management Analyst at Soltis Investment Advisors
Lehi, UT 84043, USA - Full Time
Skills Needed
Communication Skills, Economics, Finance
Specialization
Business finance economics or a related field
Qualification
Graduate
Technical Animator at Stone Kite
Seattle, Washington, USA - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Experience Required
Minimum 2 year(s)
Customer Support Manager at Raken Inc
Carlsbad, CA 92011, USA - Full Time
Skills Needed
Communication Skills
Qualification
Graduate
Experience Required
Minimum 1 year(s)
San Antonio 41 Cooking Connect - Culinary Selling Specialist - Part-Time at HEB
San Antonio, TX 78251, USA - Full Time
Skills Needed
Scheduling, Procedure Manuals, Communication Skills, Completion, Mobile Apps, Product Ordering, Customer Service Skills
Specialization
Economics
Qualification
Graduate
Experience Required
Minimum 2 year(s)
Underwriter/Senior Underwriter II - Asset Based Finance at Bank of America
New York, New York, USA - Full Time
Skills Needed
Finance, External Clients, Underwriting, Negotiation, Business Acumen, Asset Based Lending, Term Sheets, Collaboration, Decision Making, Financial Analysis
Specialization
Finance accounting or related
Qualification
Graduate
Experience Required
Minimum 3 year(s)
Senior Client Services Associate at WestPac Wealth Partners
San Diego, CA 92121, USA - Full Time
Skills Needed
Interpersonal Skills, Computer Skills, Time Management, Finance, Client Services, Microsoft Office, Sensitive Information
Specialization
Finance business or a related field preferred
Qualification
Graduate
Experience Required
Minimum 7 year(s)
Customer Service Representative at Bath Planet
Spokane Valley, WA 99216, USA - Full Time
Skills Needed
Good Communication Skills
Qualification
Diploma
Dynamics 365 Solution Architect at MCA Connect
Remote, Oregon, USA - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Data Entry Resolution Specialist 503A (1st shift) at Empower Pharmacy
Remote, Oregon, USA - Full Time
Skills Needed
Accountability, Excel, Software Systems, Team Performance, Completion, Outlook, Life Sciences, Training
Specialization
Healthcare or life sciences is strongly preferred
Qualification
Diploma
Experience Required
Minimum 2 year(s)
La Hiki Food & Beverage Attendant (On Call) at Four Seasons
Oahu Island, Hawaii, USA - Full Time
Skills Needed
Good Communication Skills
Qualification
Diploma
Engineering Manager - Chemical Manufacturing at HB Fuller
South Bend, IN 46628, USA - Full Time
Skills Needed
Root, Process Safety Management, Manufacturing Engineering, Lean Manufacturing, Microsoft Office, Addition, Consideration, Classification, Eligibility, Iso, Color, Autocad, Six Sigma, Psm, Health
Specialization
Engineering or related field
Qualification
Graduate
Experience Required
Minimum 7 year(s)
General Manager at Dunkin 340542 Georgia Donuts LLC
Warner Robins, GA 31093, USA - Full Time
Skills Needed
Leadership Skills, Customer Service Skills, It, Role Model, Communication Skills
Qualification
Graduate
Financial Analyst I at Progress
Remote, Oregon, USA - Full Time
Skills Needed
Espp, Pet Insurance
Specialization
An enterprise software environment
Qualification
Graduate
Dietary Assistant Manager at Terrace of Jacksonville
Jacksonville, FL 32257, USA - Full Time
Skills Needed
Food Preparation, Portion Control, Preparation, Measurements
Qualification
Graduate
Experience Required
Minimum 2 year(s)
Tier 3 Help Desk Specialist at Sandra Network
Peabody, MA 01960, USA - Full Time
Skills Needed
Interpersonal Skills, Design, It Security, Email Security, Servers
Qualification
Graduate
Experience Required
Minimum 1 year(s)
Event Chef at Green Top Farms
Brooklyn, NY 11206, USA - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Experience Required
Minimum 10 year(s)
Catering Associate at SSA Group
Tulsa, OK 74114, USA - Full Time
Skills Needed
Communication Skills
Qualification
Graduate
Quality Specialist at Andronaco Industries
Houston, TX 77053, USA - Full Time
Skills Needed
Life Insurance, Root, Customer Satisfaction, Vision Insurance, Root Cause Analysis, Corrective Actions, Analytical Skills, Microsoft Word, Approval Process, Excel, Dental Insurance, Health Insurance, Reporting
Qualification
Diploma
Senior Accountant at Gemini Energy Solutions Inc
Washington, DC 20036, USA - Full Time
Skills Needed
Finance, Joint Ventures, Accounting Software, Construction Loans, Real Estate Development, Xero, Project Finance
Specialization
Accounting finance or related field cpa preferred
Qualification
Graduate
Assistant Director of Revenue at Sandestin Investments LLC
Miramar Beach, FL 32550, USA - Full Time
Skills Needed
Hospitality Industry, Finance, Analytical Skills, Presentation Skills
Specialization
Business hospitality finance or a related field
Qualification
Graduate
Senior Wealth Management Analyst at Soltis Investment Advisors
Lehi, UT 84043, USA -
Full Time

Start Date

Immediate

Expiry Date

06 Dec, 25

Salary

75000.0

Posted On

07 Sep, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Communication Skills, Economics, Finance

Industry

Financial Services

Description

COMPANY OVERVIEW

Soltis Investment Advisors, a nationwide, fee-only Registered Investment Advisory Firm, has been delivering innovative investment solutions since 1993. We create, build, and manage wealth for individuals and institutions, allowing our clients to focus on life’s most important pursuits.

KNOWLEDGE, SKILLS & ABILITIES

The ideal candidate will possess:

  • Bachelor’s degree in business, finance, economics, or a related field.
  • Minimum of 4+ years of experience in the wealth management industry.
  • Strong portfolio management and financial planning expertise.
  • Excellent analytical and organizational skills.
  • Ability to work independently while collaborating effectively within a team.
  • High attention to detail, with strong written and verbal communication skills.

How To Apply:

Incase you would like to apply to this job directly from the source, please click here

Responsibilities

YOUR ROLE

As a Senior Wealth Management Analyst, you will play a key role in supporting the wealth management advisory team by driving portfolio management, financial planning, investment analysis, and identifying new opportunities to enhance client outcomes. You will work closely with advisors, the financial planning team, and the business development team, with limited client-facing interaction. We are hiring for one role and considering candidates in the Bellevue, WA, and Lehi, UT areas.

PRIMARY RESPONSIBILITIES INCLUDE:

  • Portfolio Management & Trading: Ensure client portfolios are fully invested, manage rebalancing activities, and implement tax-loss harvesting strategies.
  • Financial Planning & Tax Strategies: Support comprehensive planning efforts, including retirement, cash flow, estate, and tax planning, while collaborating with the broader planning team.
  • Prospective Client Analysis: Evaluate prospective client portfolios, develop tailored proposals, and prepare recommendations to support business development initiatives.
  • Client Engagement: Occasionally participate in client meetings alongside senior advisors as needed.
  • Investment Vehicles: Work with a wide range of traditional public investments (stocks, bonds, ETFs, options) as well as private alternatives (private equity, private debt, private real estate) to build optimized portfolios.
Senior Wealth Management Analyst at Soltis Investment Advisors
Lehi, UT 84043, USA - Full Time
Skills Needed
Communication Skills, Economics, Finance
Specialization
Business finance economics or a related field
Qualification
Graduate
Technical Animator at Stone Kite
Seattle, Washington, USA - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Experience Required
Minimum 2 year(s)
Customer Support Manager at Raken Inc
Carlsbad, CA 92011, USA - Full Time
Skills Needed
Communication Skills
Qualification
Graduate
Experience Required
Minimum 1 year(s)
San Antonio 41 Cooking Connect - Culinary Selling Specialist - Part-Time at HEB
San Antonio, TX 78251, USA - Full Time
Skills Needed
Scheduling, Procedure Manuals, Communication Skills, Completion, Mobile Apps, Product Ordering, Customer Service Skills
Specialization
Economics
Qualification
Graduate
Experience Required
Minimum 2 year(s)
Underwriter/Senior Underwriter II - Asset Based Finance at Bank of America
New York, New York, USA - Full Time
Skills Needed
Finance, External Clients, Underwriting, Negotiation, Business Acumen, Asset Based Lending, Term Sheets, Collaboration, Decision Making, Financial Analysis
Specialization
Finance accounting or related
Qualification
Graduate
Experience Required
Minimum 3 year(s)
Senior Client Services Associate at WestPac Wealth Partners
San Diego, CA 92121, USA - Full Time
Skills Needed
Interpersonal Skills, Computer Skills, Time Management, Finance, Client Services, Microsoft Office, Sensitive Information
Specialization
Finance business or a related field preferred
Qualification
Graduate
Experience Required
Minimum 7 year(s)
Customer Service Representative at Bath Planet
Spokane Valley, WA 99216, USA - Full Time
Skills Needed
Good Communication Skills
Qualification
Diploma
Dynamics 365 Solution Architect at MCA Connect
Remote, Oregon, USA - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Data Entry Resolution Specialist 503A (1st shift) at Empower Pharmacy
Remote, Oregon, USA - Full Time
Skills Needed
Accountability, Excel, Software Systems, Team Performance, Completion, Outlook, Life Sciences, Training
Specialization
Healthcare or life sciences is strongly preferred
Qualification
Diploma
Experience Required
Minimum 2 year(s)
La Hiki Food & Beverage Attendant (On Call) at Four Seasons
Oahu Island, Hawaii, USA - Full Time
Skills Needed
Good Communication Skills
Qualification
Diploma
Engineering Manager - Chemical Manufacturing at HB Fuller
South Bend, IN 46628, USA - Full Time
Skills Needed
Root, Process Safety Management, Manufacturing Engineering, Lean Manufacturing, Microsoft Office, Addition, Consideration, Classification, Eligibility, Iso, Color, Autocad, Six Sigma, Psm, Health
Specialization
Engineering or related field
Qualification
Graduate
Experience Required
Minimum 7 year(s)
General Manager at Dunkin 340542 Georgia Donuts LLC
Warner Robins, GA 31093, USA - Full Time
Skills Needed
Leadership Skills, Customer Service Skills, It, Role Model, Communication Skills
Qualification
Graduate
Financial Analyst I at Progress
Remote, Oregon, USA - Full Time
Skills Needed
Espp, Pet Insurance
Specialization
An enterprise software environment
Qualification
Graduate
Dietary Assistant Manager at Terrace of Jacksonville
Jacksonville, FL 32257, USA - Full Time
Skills Needed
Food Preparation, Portion Control, Preparation, Measurements
Qualification
Graduate
Experience Required
Minimum 2 year(s)
Tier 3 Help Desk Specialist at Sandra Network
Peabody, MA 01960, USA - Full Time
Skills Needed
Interpersonal Skills, Design, It Security, Email Security, Servers
Qualification
Graduate
Experience Required
Minimum 1 year(s)
Event Chef at Green Top Farms
Brooklyn, NY 11206, USA - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Experience Required
Minimum 10 year(s)
Catering Associate at SSA Group
Tulsa, OK 74114, USA - Full Time
Skills Needed
Communication Skills
Qualification
Graduate
Quality Specialist at Andronaco Industries
Houston, TX 77053, USA - Full Time
Skills Needed
Life Insurance, Root, Customer Satisfaction, Vision Insurance, Root Cause Analysis, Corrective Actions, Analytical Skills, Microsoft Word, Approval Process, Excel, Dental Insurance, Health Insurance, Reporting
Qualification
Diploma
Senior Accountant at Gemini Energy Solutions Inc
Washington, DC 20036, USA - Full Time
Skills Needed
Finance, Joint Ventures, Accounting Software, Construction Loans, Real Estate Development, Xero, Project Finance
Specialization
Accounting finance or related field cpa preferred
Qualification
Graduate
Assistant Director of Revenue at Sandestin Investments LLC
Miramar Beach, FL 32550, USA - Full Time
Skills Needed
Hospitality Industry, Finance, Analytical Skills, Presentation Skills
Specialization
Business hospitality finance or a related field
Qualification
Graduate

Frequently Asked Questions

Generally, most of the countries look for applicants, who are skilled in their occupation with at least 3+ years of experience, possessing a bachelor’s degree or higher qualification, who can also prove their proficiency in the English language through various internationally recognized tests. Further for a few countries where applicants have blood relatives already residing or applicants having an offer of employment from an employer in the migrating country will be preferred.

Countries like Canada, Australia, and New Zealand offer relatively easier PR pathways for Indians due to their immigrant-friendly policies. Canada provides options like Express Entry and Provincial Nominee Programs for skilled workers, while Australia uses a points-based system with visas such as Subclass 189 and 190.

The best country to migrate from India depends on your priorities and qualifications. Canada is ideal for its immigrant-friendly policies, excellent healthcare, and job opportunities through programs like Express Entry. Australia offers a high standard of living, beautiful landscapes, and a points-based PR system for skilled workers. New Zealand is perfect for those seeking a peaceful lifestyle and career opportunities in in-demand fields. Each country has its own advantages, so choose based on your goals and skills.

The easiest country to immigrate to depends on your profile, but Canada is widely considered the top choice due to its straightforward Express Entry system and Provincial Nominee Programs. Australia is also a great option with its points-based system favoring skilled workers. New Zealand is ideal for those with in-demand skills, offering a peaceful lifestyle and simplified residency processes. Portugal provides an easy path through its D7 Visa for individuals with sufficient income or savings.