Financial Advisor

The Well; City of Rochester (NY); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

4-day work week

Unlimited PTO

Cell phone stipend

Growth path

Job summary

The Well, a growing, independent wealth management firm (RIA) based in Central New York, is seeking a Financial Advisor for its Rochester area office opening this fall. You will step in as a trusted second advisor to the founder, owning relationships across a multi-generational book and building your own client base with strong support from an established brand and team.

Qualifications include 8–10+ years of experience, Series 65 preferred, and a warm, client-centric communication style.

Qualifications

• 8–10+ years of experience as a financial advisor.
• Comfortable operating in a fee-only RIA model.
• Series 65 (or equivalent) preferred; firm will assist to obtain it.
• Warm, conversational style that connects with clients of various backgrounds.
• History of community involvement and giving back.
• Strong ties to Central New York or Rochester area; relocation-friendly.

Responsibilities

• Own and nurture relationships across an established book of business.
• Build and grow your own client book with support from the brand and team.
• Collaborate with in-house portfolio management and planning support; focus on clients, not overhead.
• Lead client conversations and deliver planning guidance and investment advice.

Skills

Client relationships

Communication

Business development

Education

Series 65 (or equivalent)

Tools

CRM software

Job description

Compensation: $90,000–$120,000 + performance-based incentives + full benefits + 4-day work week

We're hiring a Financial Advisor on behalf of our client—a growing, independent wealth management firm (RIA) based in Central New York, with a brand-new location opening in the Rochester area this fall.

Why this role?

• Step in as a trusted second advisor to the founder, taking ownership of relationships across a well-established, multi-generational book of business
• Room to build and grow your own book with the support of an established brand, an efficient team, and room to run
• Genuine long-term opportunity—this is a succession-minded practice looking for someone who wants a seat at the table for the long haul
• A brand-new office launching in the Rochester, NY area this fall, with room to grow alongside it
• A collaborative team including in-house portfolio management and dedicated planning support—so you can focus on clients, not overhead
• A culture built around quality of life: 4-day work weeks, unlimited PTO, and a leader who genuinely means it

What you bring:

• 8–10+ years of experience as a financial advisor, with a track record of strong client relationships
• Comfortable operating in a fee-only RIA model—no broker-dealer registrations required
• Series 65 (or equivalent) preferred; if you don't have it yet, this firm will help you get there
• A warm, conversational style that connects with clients from every walk of life and net worth
• A demonstrated history of community involvement and giving back
• A genuine connection to Central New York or the Rochester area (for relocating candidate)

What we offer:

• $90,000–$120,000 base plus performance-based incentive potential
• Full benefits package, including health coverage and a 401(k) with match
• 4-day work weeks and unlimited PTO
• Cell phone stipend and a team that values getting the job done over hours logged
• A real, long-term growth path—including future ownership potential for the right fit