Financial Planner
The Well
Looking for a financial planning role where you can focus on advising— not cold calling? This is a ground-floor opportunity to grow in a new market with the backing of an established, growth-focused firm. Why Join Us Warm, qualified leads (no cold prospecting) Host seminars & dinner workshops to build client relationships Strong team support + tools ( Orion, Salesforce, planning software ) 401(k) w/ 6% match , full benefits, PTO Weekly training + real career growth Relocation assistance available What You’ll Do Deliver holistic financial plans (investments, tax, insurance, estate) Guide prospects through a 4-meeting process Lead educational events (no hard selling) Build relationships, referrals, and long-term client trust What You Bring 3–7 years in financial planning / wealth management Strong communication + public speaking skills Experience with affluent or pre-retiree clients Entrepreneurial mindset + team-first attitude Ready to grow your book, income, and impact—without cold calls? #J-18808-Ljbffr The Well
Vacancy posted 13 hours ago
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