Associate Advisor

The Well; United States; Remote; USD 60,000 - 90,000; Full time

Job summary

The Well is seeking an Associate Advisor for a true remote-first partnership role. You’ll team with a VP-level Sales Advisor to onboard and serve a growing client base, aiming to meet and exceed annual new-asset goals.

You’ll gain hands-on experience with Fixed Indexed Annuities and advisory planning, using tools like MoneyGuide Pro and Nitrogen, while thriving in a remote work environment.

Qualifications

• Series 65 and Life, Accident & Health licensing are required.
• Prior sales or service experience with Fixed Indexed Annuities (FIA) and advisory services.
• Proficiency with MoneyGuide Pro and/or Nitrogen.
• Demonstrated track record of thriving in a remote role.

Responsibilities

• Shadow the Sales Advisor to coordinate meeting prep for early appointments.
• Assist in guiding prospects through the sales process to become clients.
• Coordinate onboarding and serve as central contact for clients as you mature.

Skills

Remote work experience

Sales/advisory experience

Tools

MoneyGuide Pro

Nitrogen

Job description

We’re hiring an Associate Advisor on behalf of our client—a growing wealth management firm built for remote-first teams.

This is a true partnership role: you’ll team up with one of our Sales Advisors (VP level) to onboard and serve a growing client base, working together to hit — and beat — annual new-asset goals.

Why this role?

• A real growth path — start by shadowing and prepping meetings, and grow into owning the client relationship
• Direct partnership with a VP-level Sales Advisor who’s counting on you
• Hands-on experience in Fixed Indexed Annuities and advisory planning
• The flexibility of fully remote work, with the tools and autonomy to do your best work

What you bring:

• Series 65 and Life, Accident & Health (LAH) licensing
• Prior sales or service experience with Fixed Indexed Annuities (FIA) and advisory
• Working proficiency with MoneyGuide Pro and/or Nitrogen
• A demonstrated track record of thriving in a remote role

How you’ll grow:

• Start: Shadow the Sales Advisor, coordinate meeting prep for 2nd and 3rd appointments, and guide prospects through the sales process to becoming clients
• Transition: Step out of first appointments while continuing to prep the Sales Advisor and coordinate clients through onboarding
• Mature state: Serve as the central point of contact for clients, running most or all service meetings