What are the responsibilities and job description for the Financial Advisor – Practice Succession Track position at The Well?
Financial Advisor – Practice Succession Track – Wealth Management
Location: Hershey, PA (Onsite)
Compensation: Transition package (draw and bridge) production-based payout equity in a high-growth firm ($125k-$140k)
Bring your book. Bring your leadership. Build something bigger.
We're hiring a Financial Advisor – Practice Succession Track on behalf of our client—a growing wealth management firm based in Hershey, PA.
Our client is a fast-growing national firm with a bold roadmap for the future. If you have built a book of your own and you are ready to plug into a bigger growth engine, we want to talk.
Why this role?
- Join a collaborative, professional office that is a genuinely enjoyable place to work
- Step into a mentor and leadership role alongside an established next-generation advisor
- Bring your own book and grow it, with a path to inherit a legacy book as a senior advisor transitions out
- Add planning-led depth to an office ready for its next stage of growth
- Get in at a high-growth moment with real equity on the table
What you bring:
- Planning-based advisor with a record of building and growing a practice
- Portable book of business, ideally in the $15M–$80M range
- Leadership presence and a mentor's mindset
- A collaborative, professional style that fits a close-knit team
What we offer:
- Transition support built around the book you bring over
- Production-based payout on new business
- Equity in a firm that is growing fast, with the chance to transition your practice equity
- Comprehensive benefits
- Full details shared during the interview process
- $125k-$140k
Sound like you? Let's talk.
Salary : $125,000 - $140,000