Join the LLR family of private equity-backed growth companies.

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.

We are seeking a motivated and detail-oriented Wealth Management Intern to join our internship program in our St. George office.

Your Role

As a Wealth Management Intern, you will gain hands-on exposure to the day-to-day operations of a growing wealth management firm. You will work alongside senior advisors, analysts, and planning teams to support client service, investment analysis, and financial planning initiatives. This internship is an excellent opportunity for students interested in pursuing a career in financial services, wealth management, or financial planning.

Primary responsibilities include:

• Assist in preparing materials for quarterly client investment reviews

• Help analyze and organize financial data for current and prospective clients

• Support the development of investment proposals and presentations

• Assist with components of comprehensive financial plans

• Participate in internal meetings

• Conduct research related to investments, markets, and financial planning topics

• Provide general administrative and project support to the Wealth Management team

Knowledge, Skills & Abilities

Qualifications:

• Currently pursuing a Bachelor’s degree (finance, economics, business, or related field preferred)

• Interest in wealth management, financial planning, or investments

• Strong analytical and organizational skills

• Ability to work both independently and collaboratively in a team environment

• High attention to detail and strong written and verbal communication skills

• Coachable, proactive mindset with a desire to learn and grow

Professional Growth & Experience

This internship provides:

• Hands-on experience in a professional wealth management environment

• Exposure to client service, investment analysis, and financial planning

• Mentorship from experienced advisors and analysts

• Networking opportunities within the firm

• Competitive hourly compensation