Financial Advisor
$75k - $150kThe Well
About the Company
THE WELL LinkedIn Post
We are hiring experienced Financial Advisors on behalf of our client - an established independent RIA and wealth management firm with approximately $19 billion in AUM.
About the Role
We are hiring experienced Financial Advisors for three territories. These are remote roles - but you must be based within approximately a 2-3 hour drive of your territory. This is not a work-from-anywhere opportunity; it is a chance to own and grow a local market.
Responsibilities
- Drive organic business development through networking, COI relationships, and community presence
- Service and retain existing client relationships within your territory
- Build and deliver comprehensive financial plans, leading client meetings from start to finish
- Collaborate with an internal planning team and relationship managers on complex situations
- Grow both new client AUM and wallet share of existing clients
Three territories are open:
- Cleveland, OH
- Pittsburgh, PA
- Eastern New YorkState (Syracuse, Albany, or Utica area)
These are remote roles - but you must be based within approximately a 2-3 hour drive of your territory. This is not a work-from-anywhere opportunity; it is a chance to own and grow a local market.
Qualifications
- Bachelors degree required
Required Skills
- Advisors with 5+ years of true wealth management experience at an independent or mid-size RIA
- Advisors with a portable book of business or a strong client network built organically
- Self-starters who are energized by community engagement and building their own pipeline
- Series 7 and Series 66 licensed (or willing to obtain - firm will sponsor)
Preferred Skills
- CFP a plus, not required
Pay range and compensation package
Base Salary: $75,000 - $150,000 + Performance Bonus + New Business Incentive + AUM Retention Bonus
What the Compensation Looks Like
- Base: $75,000 - $150,000 (5+ year advisors typically $90,000 - $150,000)
- Annual performance bonus: 25% of base
- New business incentive: 40% of net revenue on territory new business
- Retention bonus: 3% of total territory AUM at quarter end
This Is Not the Right Fit If...
- Your business development experience has relied on an institutional or bank-provided client pipeline
- You are primarily service and planning focused with limited appetite for new business generation
- You are not located in or willing to relocate to one of the three territories
Sound like you? Lets talk.
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Financial Advisor in Moorpark, CA vacancy
$55k - $100k
...Financial Planner at Avior Wealth Management Welcome to Avior Wealth Management! Are you passionate about helping clients achieve... .... What You’ll Do: Collaborate directly with advisors and clients to build, monitor, and implement personalized financial...SuggestedFull timeWork at officeImmediate startRemote workFlexible hoursAvior Wealth Management, LLC
Moorpark, CA2 days ago$61k - $119k
...Financial Advisor Opportunity Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a...SuggestedFor contractorsWork at officeNorthwestern Mutual
Westlake Village, CA2 days ago$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial...SuggestedFull timeContract workFor contractorsWork at office- ...growth. In this role you will: Build lasting customer relationships through proactive, meaningful conversations that support financial well-being and deepen engagement Lead discovery-driven conversations to understand customer needs and connect them with...SuggestedWork experience placementFlexible hours
Wells Fargo
Moorpark, CA5 days ago - ...Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful...SuggestedWork experience placementFlexible hours
Wells Fargo
Moorpark, CA2 days ago $80k - $90k
...including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their...Interim roleWork at officeLocal areaImmediate startShift workDay shift- ...Wealth Advisor | $3B+ Independent RIA (CA-Based) Presented by Roklyn Consulting At Roklyn we specialize exclusively in the California... ...who values sophisticated portfolio design and high-touch financial planning, backed by a collaborative team of specialists. As...Work at office
Roklyn Consulting
Thousand Oaks, CA3 days ago $3,300 per month
...and values The ideal candidate will possess: Associate’s degree or equivalent work experience Proficiency in Microsoft Office Financial Services and, if possible, mortgage industry experience preferred General understanding of applicable Federal, State and Local regulations...Permanent employmentContract workWork experience placementCasual workWork at officeLocal area$25 - $26.77 per hour
...Bank Of America Job OpportunityAt Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders...Hourly payWork at officeFlexible hoursWeekend workDay shiftBank of America
Simi Valley, CA3 days ago- ...applying for any new position. Acknowledge ( Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients,...Work at officeFlexible hoursShift workWeekend workDay shift
Bank of America
Simi Valley, CA4 days ago $20.75 - $25.5 per hour
...About this Role The Relationship Banker is responsible for building client relationships, identifying financial needs, recommending banking solutions, and supporting branch growth through proactive service and sales activities. This role serves as a key client-facing...Hourly payRemote workFirst Bank & Trust Company
Westlake Village, CA13 hours ago- Northwestern Mutual College Financial Representatives internship provides guidance, connection, and a framework for building an integrated financial planning practice while you’re in school. You’ll work with local and nationwide experts, exclusive products, and a Fortune...InternshipLocal areaFlexible hours
- Prudential Financial, Inc. in Thousand Oaks, CA is seeking a Financial Service Associate to support operations and call-center style inquiries. This hybrid role requires on-site presence and offers a structured training program to build technical expertise and process knowledge...
- Prudential Financial in Thousand Oaks, CA is hiring a Financial Service Associate for a hybrid role with on-site presence as needed. You will support operations by processing financial transactions and answering customer calls within a cross-functional team. The ideal candidate...
$1,000 per month
Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal area$80k - $90k
A leading financial services firm seeks a Financial Advisor to join their Advisor Development Program in Westlake Village, CA. This role focuses on building client relationships and providing comprehensive investment guidance. The ideal candidate has a Series 7 and 66 license...- ...key segments. The role partners with Accounting on month-end close, develops narratives for leadership, and supports the board with financial commentary. The position requires 4+ years in finance, strong Excel, SQL/Tableau skills, and experience with large data sets in a...Flexible hours
$22 - $26 per hour
...We are seeking a dynamic Part-Time Personal Banker II, who is an experienced advisor in establishing, developing, and retaining relationships with members to help meet their financial goals. The right candidate will have the ability to develop and retain financial...Hourly payPart timeFlexible hoursPremier America Credit Union
Thousand Oaks, CA14 days ago$23 - $29 per hour
...Overview: We are seeking a dynamic Personal Banker III, who is an experienced advisor in establishing, developing and retaining relationships with members to help meet their financial goals. The right candidate will have the ability to develop and retain financial relationships...Hourly payWork experience placementFlexible hoursPremier America Credit Union
Thousand Oaks, CA12 days ago$45k - $66k
...: PENNYMAC: Pennymac (NYSE: PFSI) is a specialty financial services firm with a comprehensive mortgage platform and integrated business focused on the production and servicing of U.S. mortgage loans and the management of investments related to the U.S. mortgage market...Full timeTemporary workWork experience placementWork at officeFlexible hoursPennymac
Moorpark, CA3 days ago- ...At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a...Temporary workWork at officeMonday to FridayFlexible hoursShift workDay shift
- Bank of America in Westlake Village, CA is seeking a financial professional to provide comprehensive advice and customized solutions to clients, helping them achieve their financial goals with brokerage products, banking, and investment strategies. The role requires Series...
- ...Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful...Immediate startAfternoon shift
$170k - $225k
...responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition...Full timeTemporary workWork experience placementLocal areaAumni
Westlake Village, CA3 days ago$26.92 - $36.54 per hour
...processing customer and account information, educating clients on available deposit and loan products and services, and recommending financial solutions based on each customer's unique goals and needs. They are also responsible for originating and closing consumer loans,...Temporary work- ...service, cultivate client relationships, and present banking solutions using digital tools. You will proactively engage clients, assess financial needs, and offer suitable products to improve their financial lives. The role requires strong communication, sales experience, and...
- JPMorgan Private Bank is actively seeking exceptionally talented professionals who are collaborative, confident and client‑focused to deliver a first‑class experience to clients. You will work alongside a team of colleagues from other markets, businesses and functions to...
- JPMorgan Chase & Co. in the United States is seeking a Private Banker for the U.S. Private Bank to advise families on building, preserving and managing their wealth using investments, credit and banking solutions. You will be part of a local team, supported by an institutional...Local area
- ..., and adherence to risk controls across an integrated wealth management team. The candidate should bring extensive experience in private banking or financial services, coupled with required licenses or a plan to obtain them within 90 days. #J-18808-Ljbffr JPMorganChase
- Citi in Camarillo, CA, is hiring an entry-level Personal Banker SAFE Act to support sales and service activities. The role focuses on fostering customer relationships to drive loyalty and increase sales with individual consumer clients. The position requires up to 2 years...Full time
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Advisor. Be the first to apply!
