Financial Advisor

The Well; McLean (VA); Hybrid; USD 140,000 - 210,000; Full time

Benefits offered by this job

Hybrid schedule with remote Fridays

Job summary

The Well, a growing, independent wealth management firm based in McLean, VA, seeks a Lead Financial Advisor to deliver true financial planning with deep tax and estate expertise.

Compensation includes a base salary in the high $100s–low/mid $200s, a performance bonus, and long-term equity/succession opportunity; enjoy a hybrid schedule with remote Fridays and a collaborative, team-first culture. This role emphasizes planning over sales quotas and deep client engagement.

Qualifications

• CFP® required (no exceptions) and Series 65.
• Track record leading complex, high-net-worth client relationships.
• Deep tax and estate planning expertise.
• Team-first mindset; not suited for someone who wants to run their own show.

Responsibilities

• Lead full-service relationships for high-net-worth clients (3–4M avg, up to 40M).
• Collaborate with a tight-knit advisory team instead of solo work.
• Grow toward long-term equity as the firm plans for internal succession.

Skills

CFP

Series 65

High-net-worth

Tax planning

Estate planning

Team player

Job description

Compensation: Base salary in the high $100s–low/mid $200s + performance bonus + long-term equity/succession opportunity

We're hiring a Lead Financial Advisor on behalf of our client—a growing, independent, fee-only wealth management firm based in McLean, VA.

This firm does real financial planning—deep tax and estate planning work for business owners, law firm partners, and other clients with complex financial lives. No sales quotas, no siloed roles, no single-rainmaker pressure. Just a true team model built for advisors who want to go deep, not just go wide.

Why this role?

• Lead full-service relationships for high-net-worth clients ($3–4M average, up to $40M)
• Collaborate with a tight-knit team of advisors instead of carrying a book alone
• Grow toward long-term equity as the firm plans for internal succession
• Enjoy a hybrid schedule with remote Fridays

What you bring:

• CFP® required (no exceptions) + Series 65
• A track record leading complex, high-net-worth client relationships
• Deep tax and estate planning expertise
• A team-first mindset—this isn't the seat for someone who wants to run their own show