The Well
Compensation:
$130,000$160,000 base
+ quarterly bonuses
Were hiring a
Senior Financial Advisor
on behalf of our clienta growing, independent
fee-only RIA
in Austin serving pre-retirees and retirees nationwide.
Why this role? Step into an existing book
due to advisor relocation $2B+ AUM
firm with strong systems, support, and leadership Warm leads
through existing clients + Schwab referral network Collaborative, non-competitive culture
where advisors support each other Long-term investment philosophy
(Buffett-style, individual securities) What youll do: Manage and deepen relationships with pre-retiree/retiree households Lead planning meetings, retirement income strategy, and investment guidance Partner with BD and planning teams for new client onboarding Deliver a high-quality client experience with strong follow-through What you bring: 35+ years in wealth management or RIA advising Strong planning background, especially in retirement and income Series 65/66
required;
CFP preferred Warm communicator, great listener, and strong team player Perks & Benefits: $130K$160K base + quarterly incentives Health insurance, 401(k) match, disability, life Hybrid schedule 30-day sabbatical every 5 years
If this sounds exciting, message us your resume to start the conversation.
$130,000$160,000 base
+ quarterly bonuses
Were hiring a
Senior Financial Advisor
on behalf of our clienta growing, independent
fee-only RIA
in Austin serving pre-retirees and retirees nationwide.
Why this role? Step into an existing book
due to advisor relocation $2B+ AUM
firm with strong systems, support, and leadership Warm leads
through existing clients + Schwab referral network Collaborative, non-competitive culture
where advisors support each other Long-term investment philosophy
(Buffett-style, individual securities) What youll do: Manage and deepen relationships with pre-retiree/retiree households Lead planning meetings, retirement income strategy, and investment guidance Partner with BD and planning teams for new client onboarding Deliver a high-quality client experience with strong follow-through What you bring: 35+ years in wealth management or RIA advising Strong planning background, especially in retirement and income Series 65/66
required;
CFP preferred Warm communicator, great listener, and strong team player Perks & Benefits: $130K$160K base + quarterly incentives Health insurance, 401(k) match, disability, life Hybrid schedule 30-day sabbatical every 5 years
If this sounds exciting, message us your resume to start the conversation.