What are the responsibilities and job description for the Financial Advisor position at The Well?
Financial Advisor – Wealth Management Firm
Employment Type: Full-Time
Location: Austin/Houston/Dallas
About the Opportunity
We’re hiring a Financial Advisor on behalf of our client—a growing wealth management firm serving high-net-worth individuals and families. This firm delivers an integrated approach to investment management, financial planning, and tax strategy, helping clients navigate complex financial decisions with clarity and confidence. The team operates in a highly collaborative, client-first environment, focused on long-term relationships and meaningful outcomes.
Role Overview
The Financial Advisor will work directly with high-net-worth clients in a team-based environment, focused on building trusted relationships, delivering tailored investment guidance, and contributing to long-term growth. This role partners closely with internal teams across portfolio management, financial planning, and operations to deliver a seamless client experience. While supported by a strong referral network, the role also requires a proactive approach to relationship development and organic growth.
Key Responsibilities
• Serve as a primary point of contact for client relationships, delivering a high-touch, client-first experience
• Develop a deep understanding of each client’s financial goals, risk tolerance, and long-term objectives
• Provide ongoing investment guidance, portfolio reviews, and recommendations in collaboration with internal teams
• Partner with financial planners, portfolio managers, and operations to deliver comprehensive wealth management solutions
• Maintain and strengthen client relationships with a focus on long-term retention and trust
• Identify opportunities to deepen relationships through additional services and referrals
• Participate in client meetings, reviews, and ongoing communication throughout the year
• Maintain accurate client records and follow-ups within CRM systems
• Stay current on market trends and industry developments
Qualifications
• Series 65 OR Series 7 Series 66 combination required
• 2 years of relevant experience, including:
• Registered representative at a full-service broker-dealer, OR
• Investment or portfolio management experience
• Proficiency with Microsoft Office Suite
• Experience with CRM systems (Salesforce preferred)