What are the responsibilities and job description for the Wealth Management Advisor position at The Well?
We're hiring a Wealth Advisor (Seminar Closer) for our client, a growing RIA in Florida.
Compensation: $100K–$140K Base plus bonus
Stop prospecting. Start closing.
With our client, they hand you the room — you bring the expertise. As a Front-End Wealth Advisor, you'll walk into pre-booked retirement seminars filled with qualified prospects and do what you do best: educate, connect, and close.
No cold calls. No book-of-business stress. No client servicing. Just pure front-end advisory work with the infrastructure of a $1.3B firm behind you.
Why advisors love this role:
Leads provided — firm-generated prospects delivered to you
Dedicated Service Advisor team handles everything after the close
Strong base salary ($100K–$140K) plus performance compensation
Centralized operations & marketing support
Multiple office locations across Florida
Nationally recognized, Great Place to Work® certified culture
What you'll do: Present retirement planning seminars to pre-qualified prospects, conduct first through third appointments, and convert new client relationships — then hand off to the service team. Simple, structured, scalable.
You're a fit if you have:
- 3 years in financial advisory or retirement planning
- Active Series 65 OR Series 7 & 66
- Active Life & Health Insurance License
- A track record of strong presentation and closing skills
- Clean regulatory record
Bonus points for seminar experience, retirement income planning background, or a CFP®/ChFC® designation.
Who We Are: Our client is a rapidly growing retirement-focused firm managing over $1.3B in assets and serving 2,000 client families across Florida. They've built a model where advisors can thrive — without the grind of prospecting or client administration.
Ready to focus on what you love most about this business? Apply now!
Salary : $100,000 - $140,000