Financial Advisor
$85kTHE WELL
Job Description
Check you match the skill requirements for this role, as well as associated experience, then apply with your CV below.
Position: Prospecting Planner/Financial Advisor
Location: Mount Vernon, WA (On-site, with local travel to events)
Compensation: $85K Base + Commission/Bonus = $200K OTE
Work Environment: Full-time, On-Site, with monthly client dinners/workshops
Looking for a financial planning role where you can focus on advising—not cold calling? This is an excellent 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
- 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 of client-facing experience in financial planning / wealth management / tax strategy
- Series 65 or 66 ( or CFP in lieu)
- Strong communication + public speaking skills. High EQ, can read the room.
- Experience with affluent or pre-retiree clients
- Entrepreneurial mindset + team-first attitude
Ready to grow your book, income, and impact—without cold calls? xhyhwjd
Apply now to learn more.
Vacancy posted 28 days ago
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