Associate Financial Advisor

The Well; New Hope (Bucks County); Hybrid; USD 78,000 - 100,000; Full time

Benefits offered by this job

Equity participation

Hybrid schedule

401(k) profit sharing

Unlimited PTO

Medical and dental benefits

Job summary

The Well in New Hope, PA is seeking an Associate Advisor to join a collaborative wealth management team. You will work alongside a senior advisor on high‑net‑worth client relationships, participating in client meetings from day one and gaining hands‑on experience across estate, tax, investment, and retirement planning.

This role offers real planning experience in a no‑sales culture, with exposure to ownership paths, equity conversations, and a supportive pod structure.

Qualifications

• 2–4 years of experience in wealth management or related advisory role.
• Series 65 license required; CFP designation or progress strongly preferred.
• Strong communication and client-facing skills; comfortable in front of clients.
• Based in PA or NJ; hybrid work and commutable to New Hope, PA.

Responsibilities

• Work with a senior advisor on a full book of high-net-worth clients.
• Attend client meetings from day one and participate in planning discussions across estate, tax, investment, and retirement planning.
• Deliver comprehensive financial planning while maintaining a team‑oriented, non-sales culture.

Skills

Wealth management

Financial planning

Client relationship building

Public speaking

Ownership track

Collaborative mindset

Education

Series 65 license

CFP designation (preferred)

Job description

Location: New Hope, PA (Hybrid – 3 days in-office / 2 remote)

Compensation: 78k-100k (commensurate with experience) + Incentive Bonus + 401(k) with Profit Sharing + Equity Talk

Our client — a growing, independent wealth management firm based in New Hope, PA — is hiring an Associate Advisor to join their comprehensive financial planning team. This is a true planning-and-client-facing seat, not a sales role. You'll work alongside a senior advisor on every client relationship, sit in on client meetings from day one, and get hands‑on experience across estate, tax, investment, and retirement planning — all within a firm that has zero product‑sales culture and a genuine team‑based approach to client service.

Why This Role?

• Real planning experience from day one – work directly with a senior advisor on a full book of high-net-worth relationships while building your own planning expertise.
• A genuine path to ownership – 10% of advisors earned partnership last year, and equity conversations start well before the typical 20-year mark.
• A true team structure – you'll be part of an 8–12 person pod with built-in mentorship, not a solo seat or a sink-or-swim assignment.
• No sales pressure – no cold calling, no lead generation, no book-building requirements – just be a great advisor.
• A close‑knit, high‑energy office – team happy hours, pod outings, and a collaborative, low‑ego culture.

What You Bring

• 2–4 years of experience in wealth management, financial planning, or a related advisory role.
• Series 65 license required; CFP designation or active progress toward it strongly preferred.
• A genuine passion for financial planning and wealth management – this is a career, not a stop gap.
• Strong communication and relationship‑building skills; comfort being in front of clients.
• A collaborative, low‑ego mindset and a demonstrated track record of taking ownership.
• Based in or able to work from Pennsylvania or New Jersey; this hybrid position must be commutable to New Hope, PA.

What We Offer

• Competitive base salary plus incentive bonus potential.
• 401(k) plan with employer profit sharing.
• Unlimited PTO after one year.
• Medical, dental, and other core benefits.
• Hybrid schedule (3 days in-office, 2 remote) from a beautiful Bucks County office.
• A clear, demonstrated track to advancement and equity participation.