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Wealth Advisor: Close Warm Leads & Scale with Growth

The Well

A growing independent wealth management firm is seeking a Wealth Advisor who thrives in a closing-focused role. This position offers warm inbound lead flow and strong support from an internal team, allowing you to focus on building long-term client relationships. Ideal candidates will have client-facing experience and strong closing skills, and a preference for the CFP designation. Compensation includes a base salary plus revenue share, making it suitable for those comfortable with a ramping earnings model. #J-18808-Ljbffr The Well

Vacancy posted 3 days ago
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