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Financial Advisor

The Well

Mundelein, IL

Job Description

Are you a financial advisor ready to stop fighting your back office and start building the practice you've always envisioned?

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The Well is recruiting on behalf of a fast-growing independent RIA that has tripled its AUM in four years - entirely through organic, referral-driven growth. They are adding Financial Advisors nationwide and want entrepreneurial, client-first advisors who are ready for their best years.

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What makes this different:

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  • Full operations, compliance, and technology support - you focus on clients and growth, they handle the rest
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  • Institutional-quality portfolio management available if you want it - or not, if you don't
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  • Flexible compensation structured around your situation, not a rigid grid
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  • Remote-friendly - work from anywhere in the country
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  • Mentorship from a 30+ year industry veteran who has written multiple books on investing
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  • Access to elite custodial resources and best practices built on decades of data
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  • A collaborative, tight-knit team that celebrates each other's wins
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Who they are looking for:

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  • Series 65 (or equivalent) licensed advisors in good standing
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  • Entrepreneurial self-starters who generate their own business
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  • Advisors with a fiduciary mindset and unquestioned integrity
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  • Strong communicators who build deep, long-term client relationships
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  • CFP designation is a plus - not a requirement
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  • Existing book of business is welcome - but not required for the right candidate
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  • Clean compliance record and clear ownership of client relationships
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The firm is especially interested in advisors who:

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  • Are tired of operational burdens eating into client time
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  • Want a true partner, not just a platform
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  • Are motivated to grow and believe their best years are still ahead
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  • Value a culture where 1+1=3
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Flexible Compensation - Tailored to Your Experience and Situation

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-Depending on portable book of business

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-Base plus bonus available with no book

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This is a national search. Phoenix, AZ candidates are of particular interest, but all geographies are welcome.

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Sound like you? Let's talk.

Apply
Vacancy posted 2 days ago
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