Financial Planner

The Well; United States; On-site; USD 80,000 - 110,000; Full time

Benefits offered by this job

Bonus opportunities tied to firm growth

Client introductions

Job summary

The Well is seeking a Financial Planner for their College Station, TX office. In this role, you will build and implement comprehensive financial plans while engaging with clients to establish trust. You'll need to demonstrate superior execution and organizational skills. Preference is given to candidates with CFP® credentials or a clear plan to obtain it. The position offers competitive compensation with opportunities for bonuses tied to firm growth and client introductions.

Qualifications

• CFP® preferred or a clear plan to pursue it.
• Experience in RIA or fiduciary roles is strongly preferred.
• Ability to learn quickly and handle a high standard.

Responsibilities

• Build and implement financial plans with depth and accuracy.
• Develop projections including retirement income, tax estimates, risk management, and estate planning recommendations.
• Execute deeper planning work and support presentations.
• Participate in client meetings to learn the firm's approach.
• Challenge assumptions and push for deeper answers.

Skills

CFP® (or plan to pursue it)

RIA / fiduciary experience

Fast learner

Strong execution + organization

Job description

Financial Planner (On-site, College Station, TX)

We’re hiring a Financial Planner on behalf of our client, a growing fee-only fiduciary wealth management firm based in College Station, TX.

Comp at a glance

• Base: $80K–$110K (most competitive profiles land closer to the top end)


• Realistic Year 1 strong performer: ~$130K (bonus + client growth incentives)


• On-site: full-time in College Station (focus-from-home days may be available later, not at start)

Why this role stands out

You’ll be a true planner, not a passenger. This team does advanced, customized planning with a “dig deeper” mindset. If you like thoughtful work, smart teammates, and clients who value expertise, you’ll feel at home.

What you’ll do

• Build and implement financial plans with depth and accuracy


• Develop projections including retirement income, tax estimates, risk management, and estate planning recommendations


• Execute the deeper planning work and support plan presentation prep


• Participate in client meetings early to learn the firm’s approach and earn trust quickly


• Bring questions, challenge assumptions, and keep pushing beyond surface-level answers

What they’re looking for

• CFP® preferred (or a clear plan to pursue it; CFA/CPA/JD also valued)


• RIA / fiduciary experience strongly preferred
  
• Someone who learns fast, welcomes feedback, and can handle a high standard


• Strong execution + organization (you’ll grow quickly if your “follow-through” is elite)

Benefits & growth

• Bonus opportunities tied to firm growth + client introductions