What are the responsibilities and job description for the Associate Financial Advisor position at The Well?
Associate Advisor – Wealth Management
Location: New Hope, PA (Hybrid – 3 days in-office / 2 remote)
Compensation: 78k-100k (commensurate with experience) Incentive Bonus 401(k) with Profit Sharing Equity Track
Our client — a growing, independent wealth management firm based in New Hope, PA — is hiring an Associate Advisor to join their comprehensive financial planning team. This is a true planning-and-client-facing seat, not a sales role. You'll work alongside a senior advisor on every client relationship, sit in on client meetings from day one, and get hands-on experience across estate, tax, investment, and retirement planning — all within a firm that has zero product-sales culture and a genuine team-based (not eat-what-you-kill) approach to client service.
Why This Role?
- Real planning experience from day one — Work directly with a senior advisor on a full book of high-net-worth relationships while building your own planning expertise.
- A genuine path to ownership — 10% of advisors earned partnership last year, and equity conversations start well before the typical 20-year mark.
- A true team structure — You'll be part of an 8–12 person pod with built-in mentorship, not a solo seat or a sink-or-swim assignment.
- No sales pressure — No cold calling, no lead generation, no book-building requirements — just be a great advisor.
- A close-knit, high-energy office — Team happy hours, pod outings, and a collaborative, low-ego culture.
What You Bring.
- 2–4 years of experience in wealth management, financial planning, or a related advisory role.
- Series 65 license required; CFP® designation or active progress toward it strongly prefer
red.
- A genuine passion for financial planning and wealth management — this is a career, not a stop
gap.
- Strong communication and relationship-building skills; comfort being in front of clients.
- A collaborative, low-ego mindset and a demonstrated track record of taking ownership.
- Based in or able to work from Pennsylvania or New Jersey; this is an hybrid position so must be commutable to New Hope, PA.
What We Offer.
- Competitive base salary plus incentive bonus potential.
- 401(k) plan with employer profit sharing.
- Unlimited PTO after one year.
- Medical, dental, and other core benefits.
- Hybrid schedule (3 days in-office, 2 remote) from a beautiful Bucks County office.
- A clear, demonstrated track to advancement and equity participation.
Sound like you? Let's talk!
Salary : $78,000 - $100,000