Wealth Advisor

THE WELL LinkedIn Post $150,000 - $175,000 base salary (years 1-2) | Significant performance upside | Equity path | McLean, VA | Hybrid We are recruiting a Wealth Advisor on behalf of our client - a growing independent RIA based in McLean, Virginia. About the Role This is not a typical advisor seat. You will step into a high-visibility role with a clear runway: transition a retiring advisor's $80M book, work inbound leads, and build your own business - all backed by a full support team so you can stay focused on clients. Responsibilities Transition a retiring advisor's $80M book. Work inbound leads. Build your own business. Stay focused on clients while a full support team handles back-office work. What makes this opportunity different A dedicated central planner, client service team, and trader handle the back-office work - you focus on relationships and planning In-house tax department with two CPAs on staff - a genuine differentiator for clients Performance-based comp after year two with real upside (a tenured advisor at this firm was on pace for $650K before departing) Potential equity buy-in for the right long-term candidate - the firm has no plans to sell Hybrid flexibility with autonomy to manage your schedule like a professional Qualifications CFP certification (or advanced designations with CFP in progress) 5+ years of client-facing wealth management or financial planning experience Required Skills Hands-on financial planning skills - you lead the plan, not just refer it up the chain Experience managing client relationships AND developing new business eMoney proficiency or comparable planning platform experience A long-term mindset and interest in growing with a firm, not just through it Preferred Skills Local candidates in the DC/Maryland/Virginia area are strongly preferred. Pay range and compensation package $150,000 - $175,000 base salary (years 1-2) | Significant performance upside | Equity path The comp structure (after year two) Base: 15% of self-generated production (paid semi-monthly) Variable: 20% of total production under management (paid monthly) Example: $1M self-generated production = $350,000 total comp Benefits include Health, dental, and vision (3 plan options) #J-18808-Ljbffr