Financial Advisor – Practice 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

Location: Hershey, PA (Onsite)

Compensation: Transition package (draw and bridge) + production-based payout + equity in a high-growth firm ($125k-$140k)

Bring your book. Bring your leadership. Build something bigger.

We're hiring a Financial Advisor – Practice Succession Track on behalf of our client—a growing wealth management firm based in Hershey, PA.

Our client is a fast-growing national firm with a bold roadmap for the future. If you have built a book of your own and you are ready to plug into a bigger growth engine, we want to talk.

Why this role?

• Join a collaborative, professional office that is a genuinely enjoyable place to work
• Step into a mentor and leadership role alongside an established next-generation advisor
• Bring your own book and grow it, with a path to inherit a legacy book as a senior advisor transitions out
• Add planning-led depth to an office ready for its next stage of growth
• Get in at a high-growth moment with real equity on the table

What you bring:

• Planning-based advisor with a record of building and growing a practice
• Portable book of business, ideally in the $15M–$80M range
• Leadership presence and a mentor's mindset
• A collaborative, professional style that fits a close-knit team

What we offer:

• Transition support built around the book you bring over
• Production-based payout on new business
• Equity in a firm that is growing fast, with the chance to transition your practice equity
• Full details shared during the interview process