What are the responsibilities and job description for the Financial Planner position at The Well?
$120K–$180K Base Bonus Opportunities | Hybrid – Fairfield, CT (Mondays in office)
We’re hiring a Lead Financial Planner/Advisor on behalf of a fast-growing, planning-first wealth management firm in Southern Connecticut.
This isn’t a back-seat support role. This is a true lead advisor seat with heavy emphasis on financial planning, in a firm that is scaling intentionally—and looking for someone who wants to grow with it.
Why This Role Stands Out:
Built-In Opportunity Flow
You won’t be hunting for prospects from scratch. The firm has a strong marketing engine generating a steady stream of qualified new client opportunities.
A Real Lead Role
After onboarding, you’ll step into full ownership of client relationships—leading meetings, delivering advice, and becoming the trusted voice in the room.
Planning-First Philosophy
Advice leads. Products follow. The firm is deeply committed to comprehensive financial planning as the foundation of every relationship.
High-Impact, Build-Mode Environment
This is a growth phase opportunity. You’ll help refine workflows, enhance systems, and elevate the client experience as the firm scales.
Performance-Based Upside Future Equity Path
Quarterly bonuses tied to company goals and your controllable KPIs. Long-term equity opportunity for the right person who grows with the firm.
What You’ll Own:
- Creating and delivering comprehensive financial plans for new clients
- Leading plan presentations (primarily via Zoom)
- Serving as the primary advisor and point of contact post-onboarding
- Coordinating implementation with operations and admin support
- Continuously improving processes to help build an elite, scalable client experience
Who Thrives Here:
- 5-7 years of client-facing financial planning experience
- CFP® preferred (exceptional candidates without it will be considered)
- A service-first mindset with strong communication skills
- Energized by ownership, growth, and building something meaningful
- Excited by both client impact and firm-level impact
- Comfortable working in a primarily remote environment
If you’re ready to step into a true lead advisor role—with real upside, real ownership, and real opportunity to shape the future of a growing firm—we’d love to connect.
Apply today!
Salary : $120,000 - $180,000