What are the responsibilities and job description for the Wealth Advisor position at The Well?
Role Summary
On behalf of our client - an established, fee-based independent RIA near East St Louis, IL - we are seeking a Wealth Advisor to join a collaborative, growing team. This is a relationship-first advisory role with no cold prospecting required. The firm will provide a substantial and growing book of client households, allowing the right advisor to focus entirely on what they do best: delivering exceptional financial planning and building lasting client relationships. This is a full-time, in-office position.
Core Responsibilities
- Serve as the lead advisor for a growing portfolio of client families transitioned from the firm's founding advisor
- Design and deliver comprehensive, goals-based financial plans tailored to each household
- Lead client meetings and serve as the primary relationship contact for assigned clients
- Conduct annual reviews and proactive outreach to maintain strong, ongoing client relationships
- Collaborate closely with an in-house CPA/tax planning specialist and investment management team
- Utilize the firm's modern technology stack including RightCapital, Wealthbox, Tamarac, YCharts, MyRepChat, Jump AI, and Wealth.com
- Represent the firm in the local community and contribute to its reputation and growth
- Manage and grow self-sourced client relationships alongside firm-provided clients
- Participate in team meetings and contribute to a collaborative advisory culture
- Support the firm's long-term growth strategy as it expands into additional markets
Candidate Profile
Must-Haves
- Minimum 2-3 years of experience as a practicing financial advisor
- Series 65 license required; Series 7 must be relinquished (firm is fee-based)
- Genuine, demonstrated fiduciary commitment and client-first philosophy
- Strong analytical and financial planning skills
- Collaborative, humble, and team-oriented mindset
- Comfortable and energized by a client relationship management and farming role
- Local to the St. Louis metro area and able to work fully in-office
- Owner mentality with the ability to thrive as part of a team structure
- Self-aware about personal strengths and open to assessment-based development tools
Nice-to-Haves
- CFP designation or active pursuit of it
- Familiarity with RightCapital, Wealthbox, Tamarac, YCharts, or similar RIA platforms
- Experience with tax planning concepts
- Community ties in East St Louis, O'Fallon, Edwardsville, or the broader southern Illinois / St. Louis metro area
- Track record of staying with firms long-term and building deep client relationships
Compensation and Benefits
- Base salary: $100,000 - $120,000
- Revenue share: 15-20% on firm-provided clients (25-35% all-in); 40-50% all-in on self-sourced clients
- Health insurance
- Retirement plan
- PTO
- CE reimbursement
- Clear path to partnership and ownership opportunity
Work Environment and Culture
This is a small, intentionally built team that operates collaboratively and with a strong sense of shared purpose. Advisors, operations staff, and specialists work side by side - not in silos. The firm is community-focused and deeply committed to doing right by clients. Leadership is transparent, accessible, and invested in every team member's long-term growth and success. The firm is growing steadily and deliberately, with a clear vision for expansion into additional markets over the coming years. Every team member has a defined path to partnership.
Salary : $100,000 - $120,000