Financial Advisor

$75k - $150k

The Well

About the Company

THE WELL LinkedIn Post

We are hiring experienced Financial Advisors on behalf of our client - an established independent RIA and wealth management firm with approximately $19 billion in AUM.

About the Role

We are hiring experienced Financial Advisors for three territories. These are remote roles - but you must be based within approximately a 2-3 hour drive of your territory. This is not a work-from-anywhere opportunity; it is a chance to own and grow a local market.

Responsibilities

Drive organic business development through networking, COI relationships, and community presence
Service and retain existing client relationships within your territory
Build and deliver comprehensive financial plans, leading client meetings from start to finish
Collaborate with an internal planning team and relationship managers on complex situations
Grow both new client AUM and wallet share of existing clients

Three territories are open:

Cleveland, OH
Pittsburgh, PA
Eastern New YorkState (Syracuse, Albany, or Utica area)

These are remote roles - but you must be based within approximately a 2-3 hour drive of your territory. This is not a work-from-anywhere opportunity; it is a chance to own and grow a local market.

Qualifications

Bachelor's degree required

Required Skills

Advisors with 5+ years of true wealth management experience at an independent or mid-size RIA
Advisors with a portable book of business or a strong client network built organically
Self-starters who are energized by community engagement and building their own pipeline
Series 7 and Series 66 licensed (or willing to obtain - firm will sponsor)

Preferred Skills

CFP a plus, not required

Pay range and compensation package

Base Salary: $75,000 - $150,000 + Performance Bonus + New Business Incentive + AUM Retention Bonus

What the Compensation Looks Like

Base: $75,000 - $150,000 (5+ year advisors typically $90,000 - $150,000)
Annual performance bonus: 25% of base
New business incentive: 40% of net revenue on territory new business
Retention bonus: 3% of total territory AUM at quarter end

This Is Not the Right Fit If...

Your business development experience has relied on an institutional or bank-provided client pipeline
You are primarily service and planning focused with limited appetite for new business generation
You are not located in or willing to relocate to one of the three territories

Sound like you? Let's talk.

Apply

Vacancy posted 2 days ago

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