Associate Wealth Advisor

The Well; Dayton (OH); On-site; USD 40,000 - 55,000; Full time

Benefits offered by this job

401(k) match

Health insurance

HSA contributions

Short-term disability

Gym reimbursement

Team events

Friday noon close

Job summary

The Well in Dayton, Ohio, is seeking an Associate Wealth Advisor to join our client-focused team. This role offers a clear path from Associate Advisor-in-Training to full Advisor with milestones and compensation tied to your progress.

You will work alongside experienced advisors, conduct progress reviews, assist with retirement planning, and build lasting client relationships. Ohio Life & Health license and Series 65/66 are required; CFP and growth mindset help you advance.

Qualifications

• Experience in financial services, advising, sales, or relationship management.
• Active Ohio Life & Health Insurance License required; Series 65 or 66 required.

Responsibilities

• Lead advisor for existing client relationships and deliver exceptional service.
• Conduct client progress reviews via in-person meetings, Zoom, and phone calls.
• Assist clients with retirement income planning and holistic financial strategies.
• Build trust and long-term relationships with current and prospective clients.
• Participate in educational workshops, events, and lead generation opportunities.
• Connect with prospective clients through digital channels and referrals.
• Complete meeting prep and follow-ups to ensure a seamless client experience.
• Maintain accurate, timely documentation within CRM systems.
• Collaborate across operations, client experience, and leadership teams.
• Participate in weekly pipeline and strategy meetings.

Skills

Relationship-building

Communication skills

Financial services experience

Sales or advisory experience

Education

Ohio Life & Health Insurance License

Series 65 or 66

Tools

CRM systems

Financial planning software

Job description

Associate Wealth Advisor – Independent Wealth Management Firm

Our client is a growing independent wealth management firm in Dayton, Ohio—and we’re hiring an Associate Wealth Advisor to join their team.

They’re a relationship-first, veteran-founded RIA with a clear mission: help good people make great decisions so they can enjoy an amazing retirement. If you’ve got a foundation in financial services and you’re hungry to grow into a full advisory role, we want to talk.

Why This Role?

• Structured path from Associate Advisor-in-Training to full Advisor—with clear milestones and comp tied to your progress
• Work directly alongside experienced advisors and firm leadership in a collaborative, high-energy environment
• Serve meaningful client relationships—this is a relationship-driven role, not a transactional one
• Join a culture that closes the office at noon on Fridays and actually means it
• Get in at a high-growth moment with a firm that is locally owned, independent, and built for the long haul

What You’ll Do

• Serve as a lead advisor for existing client relationships, delivering exceptional service at every touchpoint
• Conduct client progress reviews via in-person meetings, Zoom, and phone calls
• Assist clients with retirement income planning and holistic financial strategies
• Build trust and long-term relationships with both current and prospective clients
• Participate in educational workshops, events, and lead generation opportunities
• Connect with prospective clients through digital lead channels and referrals
• Complete all meeting preparation and follow-up to ensure a seamless client experience
• Maintain accurate, timely documentation within CRM systems
• Collaborate across operations, client experience, and leadership teams
• Participate in weekly pipeline and strategy meetings

What You Bring

• Experience in financial services, advising, sales, or relationship management
• Active Ohio Life & Health Insurance License required; Series 65 or 66 required
• Strong relationship-building and communication skills—you can simplify complex concepts for clients
• High emotional intelligence, professionalism, and a genuine passion for client service
• Entrepreneurial mindset with strong personal accountability and detail orientation
• Coachable, growth-minded, and quick on the uptake
• Comfortable balancing structure with flexibility in a fast-paced environment

Compensation

This role offers a transparent, milestone-based compensation structure designed to reward your growth:

• Starting base: $40,000/year, paid on the 15th and 30th of each month
• Upon obtaining your Ohio Life & Health, Series 7, and Series 66 licenses: base increases to $50,000/year
• Upon earning your CFP designation: base increases to $55,000/year

Bonus Incentive Program (BIP) – While in Associate Advisor-in-Training Role

• Participation in the team BIP based on new assets gathered each quarter
• Divided among all non-advisor full-time team members; calculated after each quarter-end
• Historically averages $5,000–$8,000 annually
• Formula is open source and available for teammates to review

Advisor Bonus Compensation (ABC) – Upon Transition to Associate Advisor Role

• $3,000 per $1 million in new assets placed (assets the firm earns revenue from)
• Example: $10M in new assets in a year = $30,000 in additional compensation
• Calculated shortly after each quarter and advanced to you
• Investment-agnostic—you act in the best interest of the client

What We Offer

• 401(k)/Roth 401(k) with company match
• Health insurance with nearly 100% of premiums covered by the firm
• Firm contributions to HSA
• Short-term disability coverage
• Monthly cell phone and gym reimbursement
• Professional and personal development opportunities
• Team lunches, events, and incentive trips
• Friday office close at noon

This isn’t a rigid corporate environment—it’s a place where talented people are trusted, supported, and empowered to grow. If you’re humble, hungry, emotionally intelligent, and ready to build something meaningful alongside a team that genuinely cares, let’s talk.