What are the responsibilities and job description for the Financial Advisor position at The Well?
Are you a financial advisor ready to stop fighting your back office and start building the practice you've always envisioned?
The Well is recruiting on behalf of a fast-growing independent RIA that has tripled its AUM in four years - entirely through organic, referral-driven growth. They are adding Financial Advisors nationwide and want entrepreneurial, client-first advisors who are ready for their best years.
What makes this different:
- Full operations, compliance, and technology support - you focus on clients and growth, they handle the rest
- Institutional-quality portfolio management available if you want it - or not, if you don't
- Flexible compensation structured around your situation, not a rigid grid
- Remote-friendly - work from anywhere in the country
- Mentorship from a 30 year industry veteran who has written multiple books on investing
- Access to elite custodial resources and best practices built on decades of data
- A collaborative, tight-knit team that celebrates each other's wins
Who they are looking for:
- Series 65 (or equivalent) licensed advisors in good standing
- Entrepreneurial self-starters who generate their own business
- Advisors with a fiduciary mindset and unquestioned integrity
- Strong communicators who build deep, long-term client relationships
- CFP designation is a plus - not a requirement
- Existing book of business is welcome - but not required for the right candidate
- Clean compliance record and clear ownership of client relationships
The firm is especially interested in advisors who:
- Are tired of operational burdens eating into client time
- Want a true partner, not just a platform
- Are motivated to grow and believe their best years are still ahead
- Value a culture where 1 1=3
Flexible Compensation - Tailored to Your Experience and Situation
-Depending on portable book of business
-Base plus bonus available with no book
This is a national search. Phoenix, AZ candidates are of particular interest, but all geographies are welcome.
Sound like you? Let's talk.