Independent Wealth Advisor: Grow an Established Client Book

The Well; San Antonio (TX); On-site; USD 90,000 - 180,000; Full time

Benefits offered by this job

Health, dental, and vision coverage

Retirement plan

Paid time off

Deferred compensation vesting

Job summary

The Well in Texas seeks a Wealth Advisor to own and grow an established book of client relationships within an independent fiduciary‑first RIA. You will present financial plans and investment recommendations with full independence and leverage firm-generated leads from a national program and CPA referrals.

5+ years in wealth management and proper Series licenses are required, with a track record of growing a book.

Qualifications

• Minimum 5+ years in wealth management or financial advisory services.
• Current Series 63 and Series 65 or 66 in good standing.
• Proven ability to retain and grow client relationships.

Responsibilities

• Own and grow an established book of client relationships.
• Present financial plans and investment recommendations with independence.
• Leverage firm-generated leads from national programs and referrals to grow assets.

Skills

Series 63

Series 65/66

Wealth management

CRM

Referral networking

Integrity

Tools

CRM software

Job description

The Well in Texas seeks a Wealth Advisor to own and grow an established book of client relationships within an independent fiduciary‑first RIA. You will present financial plans and investment recommendations with full independence and leverage firm-generated leads from a national program and CPA referrals.

5+ years in wealth management and proper Series licenses are required, with a track record of growing a book.