What are the responsibilities and job description for the Financial Advisor position at The Well?
-Financial Advisor – High-Growth RIA (Hybrid – Tulsa, OK)
💰 $100K–$150K base bonus | Equity path | Full benefits 401(k) match
Our client—a fast-growing, fee-only wealth management firm in Tulsa—is adding a Financial Advisor to help serve and grow a high-net-worth client base.
If you're a planning-first advisor who loves working in a true ensemble team, this is a standout opportunity.
What You’ll Do
- Bring in HNW and UHNW relationships through your network
- Lead planning investment conversations with full team support
- Use direct indexing private markets in customized portfolios
- Drive smooth, tax-aware asset transitions
- Contribute to firm growth future expansion
What You Bring
- HNW advisory experience
- A real, activatable network (book helpful, not required)
- Series 65/66 preferred; CFP preferred
- Collaborative, low-ego approach
What You Get
- Competitive base bonus
- Equity potential for impact players
- Employer-paid benefits 401(k) match
- Hybrid flexibility (Monday morning in-office)
- Strong planning investment support so you can focus on clients
Salary : $100,000 - $150,000