The Well
Lead Advisor
Tysons, Virginia Compensation Base salary around
$150,000 + bonus , with
significant long-term upside
through a variable compensation structure tied to fees generated.
Why This Opportunity Stands Out Were partnering with a fast-growing hybrid wealth management firm in Tysons, VA, to find their next
Lead Financial Advisor . This is a rare chance to
step into a thriving, well-established team
already managing
$1B+ in assets with robust referral sources and steady custodian lead flow. No cold prospecting. No pressure to build from scratch. Just meaningful client work with high-net-worth households who value deep relationships and sophisticated advice. Youll join a
collegial, growth-oriented office
where results, client impact, and team collaboration truly come first.
What Youll Do Serve as the
primary relationship manager
for a growing roster of HNW and UHNW client households. Lead client meetings from day one , driving both investment and planning conversations. Work hands-on with
highly customized, non-discretionary portfolios . Represent the firm in local
Fidelity and Schwab branches , including delivering educational presentations. Partner closely with an associate advisor and client service manager to deliver a
high-touch, white-glove experience . What Were Looking For An experienced Lead Advisor serving HNW clients. Confident discussing
investments, portfolio construction, and strategy not only planning. Strong foundation in comprehensive financial planning; eMoney experience a plus. CFP required. Series 7 & 66 strongly preferred.
CFP candidates with a 66 who can obtain the 7 in an agreed timeline may be considered. An engaging communicator with the presence to speak at branch events and client-facing programs. Ability to work
on-site full-time
in Tysons, with local branch travel.
Culture & Benefits A
team-first, low-ego
culture where everyone rolls up their sleeves. Leadership that values
autonomy, accountability, and results . Competitive comp structure with
midsix-figure upside potential
through variable compensation over time. Subsidized medical, dental, and vision insurance + competitive 401(k) match. High-end office space connected to Tysons Galleriawith upgrades underway to make it even better. Interested? If this sounds like your next big step,
apply directly here on LinkedIn.
Tysons, Virginia Compensation Base salary around
$150,000 + bonus , with
significant long-term upside
through a variable compensation structure tied to fees generated.
Why This Opportunity Stands Out Were partnering with a fast-growing hybrid wealth management firm in Tysons, VA, to find their next
Lead Financial Advisor . This is a rare chance to
step into a thriving, well-established team
already managing
$1B+ in assets with robust referral sources and steady custodian lead flow. No cold prospecting. No pressure to build from scratch. Just meaningful client work with high-net-worth households who value deep relationships and sophisticated advice. Youll join a
collegial, growth-oriented office
where results, client impact, and team collaboration truly come first.
What Youll Do Serve as the
primary relationship manager
for a growing roster of HNW and UHNW client households. Lead client meetings from day one , driving both investment and planning conversations. Work hands-on with
highly customized, non-discretionary portfolios . Represent the firm in local
Fidelity and Schwab branches , including delivering educational presentations. Partner closely with an associate advisor and client service manager to deliver a
high-touch, white-glove experience . What Were Looking For An experienced Lead Advisor serving HNW clients. Confident discussing
investments, portfolio construction, and strategy not only planning. Strong foundation in comprehensive financial planning; eMoney experience a plus. CFP required. Series 7 & 66 strongly preferred.
CFP candidates with a 66 who can obtain the 7 in an agreed timeline may be considered. An engaging communicator with the presence to speak at branch events and client-facing programs. Ability to work
on-site full-time
in Tysons, with local branch travel.
Culture & Benefits A
team-first, low-ego
culture where everyone rolls up their sleeves. Leadership that values
autonomy, accountability, and results . Competitive comp structure with
midsix-figure upside potential
through variable compensation over time. Subsidized medical, dental, and vision insurance + competitive 401(k) match. High-end office space connected to Tysons Galleriawith upgrades underway to make it even better. Interested? If this sounds like your next big step,
apply directly here on LinkedIn.