The Well
Compensation : $130,000$160,000 base + quarterly bonuses
We're hiring a Senior Financial Advisor on behalf of our client, a 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 you'll 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.
#J-18808-Ljbffr
We're hiring a Senior Financial Advisor on behalf of our client, a 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 you'll 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.
#J-18808-Ljbffr