Financial Advisor

The Well; Mount Vernon (WA); On-site; USD 77,000 - 94,000; Full time

Benefits offered by this job

401(k) match

Full benefits

PTO

Relocation assistance

Job summary

The Well in Mount Vernon, WA seeks a dedicated financial planning professional to grow their client base within a growth-focused firm. This role emphasizes advising—not cold calling—delivering holistic financial plans and guiding clients through a proven 4-meeting process.

You will host educational events, build relationships with affluent or pre-retiree clients, and enjoy strong team support, relocation assistance, and a competitive compensation package with base plus bonus potential.

Qualifications

• 3–7 years of client-facing experience in financial planning / wealth management / tax strategy.
• Series 65 or 66 designations (or CFP® in lieu).
• Strong communication and public speaking skills.

Responsibilities

• Deliver holistic financial plans (investments, tax, insurance, estate).
• Guide prospects through a 4-meeting process.
• Lead educational events (seminars, dinner workshops).
• Build relationships, referrals, and long-term client trust.

Skills

Public speaking

Client relationships

Communication skills

Entrepreneurial mindset

Wealth management experience

Education

Series 65/66

CFP in lieu

Job description

Location: Mount Vernon, WA (On-site, with local travel to events)

Compensation: $85KBase + Commission/Bonus = $200K OTE

Work Environment: Full-time, On-Site, with monthly client dinners/workshops

Looking for a financial planning role where you can focus on advising—not cold calling? This is an excellent opportunity to grow in a new market with the backing of an established, growth-focused firm.

Why Join Us

• Warm, qualified leads (no cold prospecting)
• Host seminars & dinner workshops to build client relationships
• Strong team support
• 401(k) w/ 6% match, full benefits, PTO
• Weekly training + real career growth
• Relocation assistance available

What You’ll Do

• Deliver holistic financial plans (investments, tax, insurance, estate)
• Guide prospects through a 4-meeting process
• Lead educational events (no hard selling)
• Build relationships, referrals, and long‑term client trust

What You Bring

• 3–7 years of client-facing experience in financial planning / wealth management / tax strategy
• Series 65 or 66 ( or CFP® in lieu)
• Strong communication + public speaking skills. High EQ, can read the room.
• Experience with affluent or pre‑retiree clients
• Entrepreneurial mindset + team-first attitude

Ready to grow your book, income, and impact—without cold calls?