The Well
Compensation:
Base + Performance Bonus and Incentives Location:
San Antonio, TX (In-office MonThu, WFH Fridays, Half-Day Friday)
Were hiring a
Financial Advisor (Service Advisor)
on behalf of our clienta growing hybrid
retirement-focused wealth management firm
in Central Texas.
If you love building long-term relationships with retirees, want strong internal support, and prefer a small, family-style team with big growth plans, this might be your next home.
Role Snapshot Step into warm, closed relationships
no cold calling Own the long-term client relationship
after the rainmaker closes the business Collaborate with a
paraplanner, new business, and service team
so you can focus on meetings and advice Guide pre-retirees and retirees (typically
$1M$5M+ portfolios ) through retirement income and distribution strategies Help refine plans using firm models and tools while keeping conversations simple and human
What Youll Be Doing Join post-close meetings and co-create retirement plans with the closing advisor Lead ongoing review meetings, answer client questions, and provide clear, empathetic guidance Partner with internal teams to ensure smooth onboarding, transfers, and account maintenance Nurture relationships so referrals and retention stay strong as the firm grows Contribute ideas as the firm expands across Central Texas Throwing the ball here and there for the office dog, Bella!
What You Bring Experience as a
Financial Advisor, Service Advisor, or Financial Planner
working directly with clients Passion for working with
pre-retirees and retirees
on income and distribution planning CFP preferred
(or a strong plan to get there) Required licensing:
Series 65 or Series 7 + 63 , plus
life & health insurance Comfortable with planning software and learning new tools High emotional intelligence
and the ability to handle
direct, candid feedback Polished, professional presence with a steady, calm communication style
Why This Opportunity Stands Out Warm leads and existing client relationships
youre inheriting, not hunting Small, tight-knit team
that truly cares about you as a person Strong benefits:
401(k) with safe harbor match, unlimited PTO (if not abused), health/dental/vision with
75% of family premiums covered Half-day Fridays
and the office closed from Christmas Eve through New Years Clear
growth path into a closing advisor role or leadership
as the firm adds offices in Central Texas
Ready to explore this? Apply here and well connect if your background aligns.
Base + Performance Bonus and Incentives Location:
San Antonio, TX (In-office MonThu, WFH Fridays, Half-Day Friday)
Were hiring a
Financial Advisor (Service Advisor)
on behalf of our clienta growing hybrid
retirement-focused wealth management firm
in Central Texas.
If you love building long-term relationships with retirees, want strong internal support, and prefer a small, family-style team with big growth plans, this might be your next home.
Role Snapshot Step into warm, closed relationships
no cold calling Own the long-term client relationship
after the rainmaker closes the business Collaborate with a
paraplanner, new business, and service team
so you can focus on meetings and advice Guide pre-retirees and retirees (typically
$1M$5M+ portfolios ) through retirement income and distribution strategies Help refine plans using firm models and tools while keeping conversations simple and human
What Youll Be Doing Join post-close meetings and co-create retirement plans with the closing advisor Lead ongoing review meetings, answer client questions, and provide clear, empathetic guidance Partner with internal teams to ensure smooth onboarding, transfers, and account maintenance Nurture relationships so referrals and retention stay strong as the firm grows Contribute ideas as the firm expands across Central Texas Throwing the ball here and there for the office dog, Bella!
What You Bring Experience as a
Financial Advisor, Service Advisor, or Financial Planner
working directly with clients Passion for working with
pre-retirees and retirees
on income and distribution planning CFP preferred
(or a strong plan to get there) Required licensing:
Series 65 or Series 7 + 63 , plus
life & health insurance Comfortable with planning software and learning new tools High emotional intelligence
and the ability to handle
direct, candid feedback Polished, professional presence with a steady, calm communication style
Why This Opportunity Stands Out Warm leads and existing client relationships
youre inheriting, not hunting Small, tight-knit team
that truly cares about you as a person Strong benefits:
401(k) with safe harbor match, unlimited PTO (if not abused), health/dental/vision with
75% of family premiums covered Half-day Fridays
and the office closed from Christmas Eve through New Years Clear
growth path into a closing advisor role or leadership
as the firm adds offices in Central Texas
Ready to explore this? Apply here and well connect if your background aligns.