Financial Advisor: Growth & Equity in Succession Track

The Well; Hershey (PA); On-site; USD 125,000 - 140,000; Full time

Benefits offered by this job

Transition support

Production-based payout

Equity

Job summary

The Well in Hershey, PA is seeking a Planning-based Financial Advisor for a Practice Succession track. You will bring a portable book (ideally $15M–$80M) and join a collaborative, growth-focused office with leadership mentorship.

Role offers transition support, production-based payout on new business, and equity in a fast-growing firm with a clear path to equity in the practice as leadership transitions occur.

Qualifications

• Planning-based advisor with a track record of building and growing a practice.
• Portable book of business, ideally in the $15M–$80M range.
• Leadership presence and a mentor mindset.

Responsibilities

• Lead the transition of your book into a high-growth practice and equity opportunity.
• Add planning-led depth to an expanding office and collaborate with a close-knit team.
• Grow and manage a portable book while mentoring junior advisors.

Skills

Planning-based advisor

Portable book of business

Leadership presence

Job description

The Well in Hershey, PA is seeking a Planning-based Financial Advisor for a Practice Succession track. You will bring a portable book (ideally $15M–$80M) and join a collaborative, growth-focused office with leadership mentorship.

Role offers transition support, production-based payout on new business, and equity in a fast-growing firm with a clear path to equity in the practice as leadership transitions occur.