Job Description
Job Description
Location: La Quinta, CA (Full-Time, In-Office)
Salary: $60,000–$80,000+ DOE (higher for licensed or CFP® candidates)
About Us:
Solis Wealth Management is an independent financial planning and investment management firm committed to helping clients achieve what matters most to them. We value professionalism, excellence, and a collaborative team environment.
Role Summary:
We’re looking for a detail-oriented professional with strong spreadsheet skills and an interest in investments. This position supports trading, portfolio management, investment research, and process improvement. It’s an excellent opportunity for someone who wants to grow in the financial services industry.
What You’ll Do:
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Execute trades and assist with portfolio rebalancing
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Maintain client accounts in line with investment models
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Support investment research and fund due diligence
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Prepare performance reports and portfolio summaries
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Help refine operational workflows and systems
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Assist marketing with occasional content projects
What We’re Looking For:
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Proficient in Excel or Google Sheets (formulas, pivot tables, charts)
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Strong analytical skills and attention to detail
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Excellent organization and time management
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Works well independently and as part of a small team
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Eager to learn new tools and processes
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Interest in investments and wealth management
Bonus Qualifications:
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SIE, Series 7, Series 66 licenses (or willingness to obtain)
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CFP® designation or pursuing it
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Experience with data visualization or basic video editing
Compensation & Benefits:
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Competitive salary range of $60,000–$75,000+, based on experience and credentials
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401(k) and paid time off
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Opportunities for growth and advancement
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Professional development support
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Positive, team-oriented workplace
How to Apply:
Please submit your resume and a brief cover letter explaining why you’re a great fit for this role. We encourage you to visit our website to learn more about our mission, vision, and core values — and let us know how you feel your experience and approach align with them.