Associate Wealth Advisor - Growth Path to Lead 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

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.