The Well
Base pay range
$150,000.00/yr - $200,000.00/yr
About the Company
We are a leading private wealth management firm serving high-net-worth individuals, families, business owners, and nonprofit organizations.
Our advisors provide strategic financial guidance, personalized investment strategies, and holistic planning that helps clients navigate the complexities of wealth.
We combine deep research, sophisticated tools, and a collaborative culture to deliver advice that truly makes a difference. Advisors are empowered to build meaningful; enduring practices centered around client relationships and community engagement.
About the Role
As a
Wealth Advisor , you’ll act as a trusted financial confidant to your clients—helping them make informed decisions about their wealth, legacy, and life goals.
You’ll build a client base aligned with your passions and expertise, leveraging our market‑leading platform, resources, and team support to scale your success.
Key Responsibilities
Develop and grow relationships with high-net-worth clients, families, and business owners.
Deliver customized investment and planning solutions tailored to client goals and values.
Collaborate with internal experts in investment strategy, tax planning, and estate management.
Educate clients on market opportunities and long‑term wealth strategies.
Build relationships with centers of influence (attorneys, accountants, business advisors).
Participate in community outreach, networking, and business development initiatives.
Qualifications
5–10 years of financial services experience, with a focus on high-net-worth or ultra-high-net-worth clients .
Proven success in building and maintaining strong client relationships.
Entrepreneurial mindset with a passion for helping people achieve financial success.
High emotional intelligence and strong communication skills.
Proven ability to engage with affluent individuals and families.
Strong ethics, integrity, and professionalism.
Bachelor’s degree required ; advanced degree or certifications (CFP®, CFA®, MBA) a plus.
Backgrounds in finance, law, consulting, or business development are strongly encouraged.
Training & Development You’ll begin with an immersive, industry‑leading 13‑week training program covering investment management, client strategy, and practice growth.
Following that, you’ll receive ongoing coaching, professional education, and mentorship from senior advisors and firm leaders.
What We Offer
Competitive compensation structure with performance‑based growth potential.
Access to world‑class research, planning tools, and marketing support.
A collaborative and inclusive team culture.
The freedom to build your own practice and define your success.
Core Values Trustworthiness | Innovation | Teamwork | Equity | Community | Responsibility
Ready to build a meaningful career advising clients on their most important decisions?
Apply today and discover how your expertise and ambition can make a lasting impact.
Seniority level Mid‑Senior level
Employment type Full‑time
Job function Finance
#J-18808-Ljbffr
About the Company
We are a leading private wealth management firm serving high-net-worth individuals, families, business owners, and nonprofit organizations.
Our advisors provide strategic financial guidance, personalized investment strategies, and holistic planning that helps clients navigate the complexities of wealth.
We combine deep research, sophisticated tools, and a collaborative culture to deliver advice that truly makes a difference. Advisors are empowered to build meaningful; enduring practices centered around client relationships and community engagement.
About the Role
As a
Wealth Advisor , you’ll act as a trusted financial confidant to your clients—helping them make informed decisions about their wealth, legacy, and life goals.
You’ll build a client base aligned with your passions and expertise, leveraging our market‑leading platform, resources, and team support to scale your success.
Key Responsibilities
Develop and grow relationships with high-net-worth clients, families, and business owners.
Deliver customized investment and planning solutions tailored to client goals and values.
Collaborate with internal experts in investment strategy, tax planning, and estate management.
Educate clients on market opportunities and long‑term wealth strategies.
Build relationships with centers of influence (attorneys, accountants, business advisors).
Participate in community outreach, networking, and business development initiatives.
Qualifications
5–10 years of financial services experience, with a focus on high-net-worth or ultra-high-net-worth clients .
Proven success in building and maintaining strong client relationships.
Entrepreneurial mindset with a passion for helping people achieve financial success.
High emotional intelligence and strong communication skills.
Proven ability to engage with affluent individuals and families.
Strong ethics, integrity, and professionalism.
Bachelor’s degree required ; advanced degree or certifications (CFP®, CFA®, MBA) a plus.
Backgrounds in finance, law, consulting, or business development are strongly encouraged.
Training & Development You’ll begin with an immersive, industry‑leading 13‑week training program covering investment management, client strategy, and practice growth.
Following that, you’ll receive ongoing coaching, professional education, and mentorship from senior advisors and firm leaders.
What We Offer
Competitive compensation structure with performance‑based growth potential.
Access to world‑class research, planning tools, and marketing support.
A collaborative and inclusive team culture.
The freedom to build your own practice and define your success.
Core Values Trustworthiness | Innovation | Teamwork | Equity | Community | Responsibility
Ready to build a meaningful career advising clients on their most important decisions?
Apply today and discover how your expertise and ambition can make a lasting impact.
Seniority level Mid‑Senior level
Employment type Full‑time
Job function Finance
#J-18808-Ljbffr