Associate Financial Advisor — Immediate Client Service

The Well; Belmont (NC); On-site; USD 80,000 - 95,000; Full time

Benefits offered by this job

401(k) plan

Job summary

The Well in Belmont, NC is hiring an Associate Financial Advisor who will immediately service an existing group of client relationships, reporting to senior advisors and taking on client responsibility from day one.

Role emphasizes growth within the firm, with 3+ years in financial advising, CFP or CPA a strong plus, and Series 65/66 required. Compensation includes a base salary of about $80,000–$95,000 with commissions and on-target total around $110,000.

Qualifications

• 3+ years of experience in financial advising or related client-facing role.
• Series 65 or 66 required; CFP or CPA credentials are a strong plus.
• Life and health licensing preferred but not required.

Responsibilities

• Take ownership of a segment of existing client relationships and deliver an excellent client experience
• Work alongside experienced advisors, gradually assuming greater responsibility
• Meet with clients to understand their goals and help deliver thoughtful financial planning and investment advice
• Manage day-to-day client needs while deepening relationships over time
• Identify and act on cross-sell opportunities, including annuity reviews, long-term care, life insurance, and brokerage solutions
• Collaborate with the broader advisory team to deliver well-rounded client solutions
• Continue developing technical, planning, and relationship-management skills

Education

Series 65/66

CFP or CPA credentials

Job description

The Well in Belmont, NC is hiring an Associate Financial Advisor who will immediately service an existing group of client relationships, reporting to senior advisors and taking on client responsibility from day one.

Role emphasizes growth within the firm, with 3+ years in financial advising, CFP or CPA a strong plus, and Series 65/66 required. Compensation includes a base salary of about $80,000–$95,000 with commissions and on-target total around $110,000.