What are the responsibilities and job description for the Wealth Management Advisor position at The Well?
We’re hiring a Wealth Advisor on behalf of our client—a wealth management firm in Charlotte, NC.
Compensation: $90,000–$120,000 base bonus (CFP required for bonus)
Why this role?
- Inherit established client relationships
- No business development — pure relationship management
- Strong planning team to support technical prep
- Warm, stable, people-first culture
- Clear path to grow as senior advisors transition their books
What you’ll do:
- Lead client meetings and ongoing planning conversations
- Serve as the primary advisor to a mature book
- Deliver high-touch service in a collaborative environment
What you bring:
- 5–10 years of advisory experience
- Strong planning fundamentals
- Series 65/66
- CFP (or willingness to obtain)
If you thrive in a relationship-centered role with real succession opportunity, we’d love to connect.
Salary : $80,000 - $120,000