What are the responsibilities and job description for the Lead Wealth Advisor position at The Well?
About the Company
A growing wealth management and financial planning firm in the Phoenix metro area is seeking a Lead Wealth Advisor. With a strong local reputation, an integrated client service model, and a collaborative team culture, this firm is actively expanding its advisory team and looking for a seasoned professional ready to make an impact.
About the Role
This is a relationship-driven, client-first role designed for someone who has the experience to independently manage a growing book of business and the entrepreneurial mindset to go further. You will work with mass affluent and high-net-worth households, deliver comprehensive financial planning across annuity and AUM strategies, and play a key role in shaping the culture and direction of the advisory practice.
Responsibilities
- Manage and grow a book of business serving mass affluent and HNW clients
- Deliver comprehensive financial planning including retirement, annuity solutions, and managed asset strategies
- Participate in seminars and client engagement events approximately 4 days per month
- Collaborate with in-house tax and legal professionals to deliver an integrated client experience
- Mentor and support junior advisors as the practice grows
- Contribute to team culture, cohesion, and the overall advisory practice's growth trajectory
- Represent the firm's values and service-first mission in every client interaction
Qualifications
- Series 65 or 66 license required
- AZ Life and Health license required
- Demonstrated experience in annuity sales required
- Working knowledge of managed assets under management (AUM) business
- Proven track record of building, managing, and retaining client relationships
- Entrepreneurial mindset with a self-motivated, results-driven approach
- Local Phoenix metro presence required
- Portable book of business a plus, negotiable on a case-by-case basis
Preferred Skills
- CFP, CRPC, RICP, CLU, or equivalent credential strongly preferred
- Experience leading, mentoring, or developing junior advisors
- Seminar presentation and client event experience
- Portable book of business from a prior firm
- Background in an annuity-forward or insurance-integrated wealth management firm
Pay Range and Compensation Package
- Guaranteed Base Salary: $75,000 during 90-day ramp, stepping to $100,000
- Realistic Year 1 Earnings: $150,000–$160,000 | Top Performers: $250,000
- Medical, dental, and vision insurance
- PTO and paid holidays including birthday off
- Half-day Fridays during summer (production-based)
- Team activities and incentive trip opportunities
Equal Opportunity Statement
We are an equal opportunity employer and are committed to fostering a diverse and inclusive workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other characteristic protected by applicable law.
If you believe you are a fit, do not hesitate to apply!
Salary : $150,000 - $160,000