Financial Advisor
THE WELL
Are you a financial advisor ready to stop fighting your back office and start building the practice you've always envisioned?
Find out if this opportunity is a good fit by reading all of the information that follows below.
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.
What makes this different:
- Full operations, compliance, and technology support - you focus on clients and growth, they handle the rest
- Institutional-quality portfolio management available if you want it - or not, if you don't
- Flexible compensation structured around your situation, not a rigid grid
- Remote-friendly - work from anywhere in the country
- Mentorship from a 30+ year industry veteran who has written multiple books on investing
- Access to elite custodial resources and best practices built on decades of data
- A collaborative, tight-knit team that celebrates each other's wins
Who they are looking for:
- Series 65 (or equivalent) licensed advisors in good standing
- Entrepreneurial self-starters who generate their own business
- Advisors with a fiduciary mindset and unquestioned integrity
- Strong communicators who build deep, long-term client relationships
- CFP designation is a plus - not a requirement
- Existing book of business is welcome - but not required for the right candidate
- Clean compliance record and clear ownership of client relationships
The firm is especially interested in advisors who:
- Are tired of operational burdens eating into client time
- Want a true partner, not just a platform
- Are motivated to grow and believe their best years are still ahead
- Value a culture where 1+1=3
Flexible Compensation - Tailored to Your Experience and Situation
-Depending on portable book of business
-Base plus bonus available with no book
This is a national search. Phoenix, AZ candidates are of particular interest, but all geographies are welcome. xhyhwjd
Sound like you? Let's talk.
Vacancy posted 3 days ago
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