What are the responsibilities and job description for the Wealth Advisor position at The Well?
Wealth Advisor – Independent RIA / Wealth Management
Location: San Antonio, TX (On-site)
Compensation: Competitive base salary uncapped growth compensation deferred compensation.
Our growing client is hiring a Wealth Advisor to own and grow an established book of client relationships.
We're an independent, fiduciary-first Registered Investment Advisor built on one-on-one, face-to-face retirement planning for clients nationwide. Our advisors step into an established book of relationships and a steady flow of qualified opportunities from a national radio program, a longstanding military-affiliated retiree community, and CPA referral partnerships. If you've spent 5 years earning trust with retirees and pre-retirees and know how to protect and grow a book rather than chase cold leads, we want to talk.
Why this role?
- Step into an established book of client relationships — no cold calling required
- Grow through firm-generated leads from radio, an affinity retiree network, and CPA referrals
- Present financial plans and investment recommendations with full independence
- Build a long-term career inside a firm that invests in your growth, not just your production
- Earn uncapped growth compensation, with deferred comp that rewards tenure and the assets you personally bring in
What you bring:
- CERTIFIED FINANCIAL PLANNER™ (CFP®) certification
- Series 63 and Series 65 or 66, current and in good standing
- 5 years in wealth management, financial advisory, or investment services
- A proven record of retaining and growing existing client relationships
- Comfort asking for referrals and converting warm leads into new client assets
- Disciplined CRM and pipeline habits, including same-day documentation
- Unimpeachable integrity — accurate and honest records, always
What we offer:
- Competitive base salary, commensurate with experience
- Growth compensation on net new assets, annuity placements, retention, and client experience — at-goal total compensation approaches 2x base, with uncapped upside above goal
- Deferred compensation vesting with tenure, beginning in year three
- Health, dental, and vision coverage
- Retirement plan and paid time off
- A defined career path from Associate Wealth Advisor to Senior Wealth Advisor, with mentorship overrides at the senior level
Sound like you? Let's talk.
Salary : $85,000 - $100,000