What are the responsibilities and job description for the Private Wealth Advisor position at The Well?
Role Summary
On behalf of our client — a coordinated wealth and tax planning firm based in Scottsdale, AZ, serving high-net-worth and ultra-high-net-worth families, entrepreneurs, real estate investors, and high-income professionals — we are seeking a Wealth Advisor to work directly alongside the Founder in a hands-on, mentorship-style structure rather than a large team hierarchy. The firm solves the "silo tax" that comes from disconnected investment, tax, estate, and business planning by delivering a single, integrated financial plan that evolves as life, markets, and tax law change. This is a client-facing role from day one, with increasing advisory responsibility as experience and licensing develop.
Core Responsibilities
Full-time, on-site in Scottsdale. Genuinely coordinated internally and in how clients are served, not siloed. AI-forward by design — AI tools are used across planning, client communication, and daily workflow, not just admin tasks. Abundance culture with no eat-what-you-kill dynamics — wins are shared and ideas welcomed regardless of tenure. White-glove, hospitality-level service standard paired with a modern, integrated planning model. Real growth path with a path to greater ownership and revenue-generating impact as experience and licensing develop.
On behalf of our client — a coordinated wealth and tax planning firm based in Scottsdale, AZ, serving high-net-worth and ultra-high-net-worth families, entrepreneurs, real estate investors, and high-income professionals — we are seeking a Wealth Advisor to work directly alongside the Founder in a hands-on, mentorship-style structure rather than a large team hierarchy. The firm solves the "silo tax" that comes from disconnected investment, tax, estate, and business planning by delivering a single, integrated financial plan that evolves as life, markets, and tax law change. This is a client-facing role from day one, with increasing advisory responsibility as experience and licensing develop.
Core Responsibilities
- Support client discovery meetings and organize financial, tax, and estate planning information
- Help design integrated strategies and prepare plan summaries, presentations, and follow-up materials
- Coordinate with CPAs, estate attorneys, and other outside professionals on the Founder's behalf
- Prepare for and attend client meetings, documenting discussions and action items
- Maintain accurate client records in the firm's CRM and planning systems
- Use AI tools to draft and refine client-facing communication, fact-checking and personalizing every output
- Bachelor's degree in Finance, Accounting, Economics, Business, or related field
- A few years of experience in wealth management, financial planning, or a related field — able to step in and contribute early rather than require an extended ramp-up
- Fully licensed at time of hire, holding at least Series 65/66 and/or Series 7
- Strong analytical skills; proficiency with Excel, CRM, and financial planning/tax software
- Excellent communication skills and a client-service orientation
- Collaborative, proactive, detail-oriented, and comfortable with sensitive client information
- Progress toward CFP®, CPA, EA, or similar designation
- EA credential or tax experience
- Alternative investment experience (PE, real estate syndications, structured products)
- $80,000–$85,000 base salary, commensurate with experience
- $20,000 performance bonus, uncapped upside based on performance
- PTO sick time; medical, dental, and vision insurance
Full-time, on-site in Scottsdale. Genuinely coordinated internally and in how clients are served, not siloed. AI-forward by design — AI tools are used across planning, client communication, and daily workflow, not just admin tasks. Abundance culture with no eat-what-you-kill dynamics — wins are shared and ideas welcomed regardless of tenure. White-glove, hospitality-level service standard paired with a modern, integrated planning model. Real growth path with a path to greater ownership and revenue-generating impact as experience and licensing develop.
Salary : $80,000 - $85,000