Senior Wealth Advisor
$120kThe Well
Senior Wealth Advisor
$120,000 base + $14,000-$18,000 discretionary bonus
We are hiring a Senior Wealth Advisor on behalf of our client - a well-established, independently operated wealth management firm in Scottsdale, AZ .
This is not a sales role. There is no cold calling, no prospecting quota, no pressure to hunt. You will be handed an established book of high-net-worth clients and trusted to deliver exceptional, holistic financial planning and service.
What the role looks like:
- Service approximately 100-150 HNW households ($50-100M AUM) with a dedicated CSA handling admin and follow-up coordination
- Develop and present comprehensive financial plans covering investments, estate planning, tax strategy, and more
- Work with clients holding $500K+ in investable assets - true high-net-worth relationships
- Report to a Senior Partner in a firm that has been growing intentionally for over 20 years
What sets this firm apart:
- 4 weeks paid vacation from day one - and they mean it (no emails, no calls while you are out)
- Flexibility to work from home once established in the role
- Dedicated CSA support so you can focus on planning and relationships, not paperwork
- Ongoing education and professional development fully paid
- Bi-weekly advisor council meetings - without partners present - so your voice actually matters
- A long-term incentive program tied to firm valuation for advisors who grow with the firm
- A culture-first team that protects its environment and invests in its people
What they are looking for:
- CFP or ChFC designation
- Series 7 and Series 66 (or 63/65)
- Life/Health Insurance license (or willingness to obtain - firm pays)
- 5-7+ years of hands-on lead advisor experience with HNW clients
- Real-world holistic planning experience - not just institutional or model-based
- A farmer, not a hunter - someone who thrives on deepening relationships, not chasing new ones
- Coachable, collaborative, and genuinely team-oriented
This is a rare opportunity to step into a well-supported, high-quality book of business at a firm that has built something worth joining.
Sound like you? Let's talk.
Vacancy posted 9 hours ago
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