The Well
LEAD ADVISOR
LOCATION
Houston, TX (On-Site)
COMPENSATION $70,000$100,000 base salary (depending on experience) + bonus + long-term profit-interest potential.
OVERVIEW Were hiring a Lead Advisor on behalf of our client; a growing independent wealth management firm with strong inbound lead flow and a structured, planning-first service model. This role supports ongoing expansion and offers a clear track to Senior Advisor.
FIRM OVERVIEW Independent, planning-led firm with $325M AUM and multi-custodial capabilities. Clients include corporate professionals, retirees, and high-net-worth families. Strong marketing engine (SmartAsset, YouTube, SEO) generating warm leads. Culture is direct, collaborative, and accountability-driven.
ROLE RESPONSIBILITIES - Lead comprehensive financial planning and retirement-income conversations - Manage and deepen client relationships - Convert warm inbound leads into long-term clients - Collaborate with CIO, Associate Advisors, and client service - Implement firm processes, workflows, planning tools, and CRM protocols - Contribute to organizational growth, efficiency, and culture
IDEAL CANDIDATE - Experience as Lead Advisor, Wealth Advisor, or Senior Associate Advisor - Strong planning expertise: retirement planning, income strategy, risk management - High emotional intelligence and communication skills - Entrepreneurial mindset with a team-first approach - Ability to bring trusted client relationships over time - Series 65/66 required; Series 7 preferred; Life/Health required - CFP strongly preferred; degree optional
BENEFITS - Bonus: 5% firmwide revenue pool - 401(k) with 5% match - 50% employer-paid healthcare - Flexible PTO - Long-term profit-interest opportunity
WORK ENVIRONMENT On-site role in Houston with flexibility after onboarding. Dallas candidates considered with office space provided.
If you are a planning-focused advisor seeking structure, warm leads, and growth opportunity, this role is ideal.
COMPENSATION $70,000$100,000 base salary (depending on experience) + bonus + long-term profit-interest potential.
OVERVIEW Were hiring a Lead Advisor on behalf of our client; a growing independent wealth management firm with strong inbound lead flow and a structured, planning-first service model. This role supports ongoing expansion and offers a clear track to Senior Advisor.
FIRM OVERVIEW Independent, planning-led firm with $325M AUM and multi-custodial capabilities. Clients include corporate professionals, retirees, and high-net-worth families. Strong marketing engine (SmartAsset, YouTube, SEO) generating warm leads. Culture is direct, collaborative, and accountability-driven.
ROLE RESPONSIBILITIES - Lead comprehensive financial planning and retirement-income conversations - Manage and deepen client relationships - Convert warm inbound leads into long-term clients - Collaborate with CIO, Associate Advisors, and client service - Implement firm processes, workflows, planning tools, and CRM protocols - Contribute to organizational growth, efficiency, and culture
IDEAL CANDIDATE - Experience as Lead Advisor, Wealth Advisor, or Senior Associate Advisor - Strong planning expertise: retirement planning, income strategy, risk management - High emotional intelligence and communication skills - Entrepreneurial mindset with a team-first approach - Ability to bring trusted client relationships over time - Series 65/66 required; Series 7 preferred; Life/Health required - CFP strongly preferred; degree optional
BENEFITS - Bonus: 5% firmwide revenue pool - 401(k) with 5% match - 50% employer-paid healthcare - Flexible PTO - Long-term profit-interest opportunity
WORK ENVIRONMENT On-site role in Houston with flexibility after onboarding. Dallas candidates considered with office space provided.
If you are a planning-focused advisor seeking structure, warm leads, and growth opportunity, this role is ideal.