Careers at Solaris PWM
Empower Your Future with Solaris PWM
Dedicated to helping clients
At SolarisPWM, we are dedicated to helping clients achieve their financial goals through personalized, fee-only advice. As a growing boutique Registered Investment Advisory firm, we are committed to cultivating an environment where passion for financial planning meets a culture of collaboration and innovation.
Why Join Solaris PWM?
Client-Centric Focus
We prioritize our clients above all else. Each team member plays a vital role in delivering comprehensive, fiduciary-based services that empower our clients to make informed financial decisions.
Collaborative Environment
At SolarisPWM, we foster a culture where teamwork is paramount. Our advisors, planners, and support staff work closely together to provide world-class service, sharing knowledge and ideas to solve complex client challenges.
Career Growth
We are deeply invested in the personal and professional development of our team. SolarisPWM offers continuous education, mentorship opportunities, and support for earning industry certifications like CFP®, CFA, and others. Whether you are starting your career or seeking a leadership role, we are here to support your journey.
Who We’re Looking For
We’re seeking professionals who care deeply about helping clients identify and pursue their financial goals. If you have 5–10 years of experience in financial planning or wealth management and are looking to join a client-centric firm, we’d like to hear from you.
- Commitment to fiduciary, client-first advice
- Strong communication and relationship-building skills
- Interest in ongoing learning and professional designations
If you have 5-10 years of experience helping clients identify and achieve their financial goals, and are looking at joining a client-centric firm, reach out to us at Info@SolarisPWM.com.
Kai Lamb, CFP®
Founder & Managing Director
Kai Lamb founded Solaris Private Wealth Management on a simple belief: every investor deserves a trusted, conflict-free advisor. After seeing commission-driven practices at a large national brokerage, Kai built SolarisPWM as a fee-only Registered Investment Advisor, focused solely on clients’ best interests. With more than 18 years leading SolarisPWM and prior experience at firms like Morgan Stanley, MGM Grand, and Monte Carlo Resort, Kai brings deep financial expertise and a strong fiduciary commitment to every relationship. He founded SolarisPWM to provide truly independent, client-centric wealth management.
Ready to Explore a Career at Solaris PWM?
If you’re passionate about financial planning, enjoy working in a collaborative environment, and want to grow with a fee-only, independent firm, we invite you to connect with us.