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Wealth Advisor

$100k

THE WELL

Wealth Advisor

Compensation: $100,000 base + 25% of first-year advisory fees on new AUM + 10% ongoing trail + 30% of annuity commissions

If you are interested in applying for this job, please make sure you meet the following requirements as listed below.

We're hiring a Wealth Advisor on behalf of our client—a growing retirement planning and wealth management firm based in Las Vegas, NV.

Love to close but tired of cold-calling? This one's for you. The firm invests $10,000 a month in advertising to fill your calendar, so you can spend your time where you shine: in front of clients, running a proven meeting process, and bringing new relationships through the door.

Why this role?

No prospecting. Firm-provided leads, booked right onto your calendar

Pay that compounds —your 10% trail stays with you for as long as your clients do

  • A proven
four-meeting process , planning deck, and planning team behind every case

Capacity that's never capped —client service, a Client Relations Associate, and a Servicing Advisor are added as your book grows, all firm-funded

  • A chance to take over new-business production from the founder and become the
engine of the firm's growth

What you'll do:

  • Run
Discovery, Plan, and Decision meetings on firm-sourced leads
  • Build tax-aware plans covering
retirement income, Roth conversions, tax sequencing, risk, and estate coordination
  • Implement portfolios on internal or sub-advised models, plus
annuity solutions where suitable
  • Keep the CRM sharp—every meeting logged, every opportunity staged

What you bring:

3+ years closing retirement planning or wealth management business, with numbers you can back up

Series 65 or 66 (or ability to obtain before start) and a Nevada life and health license (or within 60 days)

  • A proven close rate on
firm-provided leads —no portable book needed
  • Comfort discussing
Roth conversions, RMDs, IRMAA, capital gains, and Social Security timing
  • A clean U5/IAPD record

CFP or CFP candidate and experience in a seminar, webinar, or paid-lead model is a big plus

What success looks like:

  • About
two new households a month at roughly $1M per relationship

$15M in new managed assets in your first full year

  • A structured
90-day ramp with shadowing, certification, and co-run meetings before you own your pipeline.

Ready to close more and prospect less? xhyhwjd Let's talk.

Vacancy posted 10 hours ago
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