Investment Advisor

The Well; College Station (TX); On-site; USD 90,000 - 160,000; Full time

Benefits offered by this job

30 days leave

Flex hours

401(k) with Safe Harbor matching

Continuing education support

Job summary

The Well is seeking an Investment Advisor to work onsite in Bryan/College Station, Texas. You will partner with individual investors and families, translating investment concepts into actionable portfolios aligned with model guidance and personal goals.

This role emphasizes client relationship-building, thoughtful commentary, and collaborative problem-solving. You will contribute to investment research, participate in committee discussions, and strive for clear, confident communication with

Qualifications

• Chartered Financial Analyst (CFA) or equivalent professional designation (CFP®, CPA, JD)

Responsibilities

• Communicate Investment Strategy internally and externally, translating complex concepts for clients and representing the firm’s thinking.
• Build and present portfolios aligned with investment models to meet client goals and guide investment discussions.
• Coordinate portfolio implementation with the investment team and manage updates as strategies evolve.
• Maintain and audit client portfolios through systematic reviews and detailed oversight.
• Research new and existing investments to support client and firm goals.
• Contribute to the Investment Committee by sharing ideas and challenging assumptions when appropriate.

Skills

Investment acumen

Empathy

Initiative

Creative thinking

Clear communication

Growth mindset

Education

CFA/CFP/CPA/JD

Job description

Location: Bryan/College Station, Texas

Role Summary

We're hiring an Investment Advisor on behalf of our client—a growing private wealth management firm based in Bryan/College Station, Texas. This is a people-oriented role for someone who combines sharp investment acumen with creative thinking. You'll work directly with individual investors and families to shape their financial futures, serving as a key contributor in building portfolios, sharing insights, and delivering a personalized experience that helps clients feel confident about what's ahead

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Core Responsibilitis

• Communicate Investment Strategy Internally and Externally: Translate complex investment concepts into clear, human language—writing investment commentary, leading client conversations, and representing the firm's thinking across the team.
• Build and Present Portfolios in Line with Investment Models: Collaborate with clients and the investment team to construct tailored portfolios that align with model guidance and individual goals, sharing your thinking clearly and confidently.
• Coordinate Portfolio Implementation: Work with the investment team to implement client recommendations and manage updates in line with evolving strategies, owning execution while looking for ways to improve efficiency.
• Maintain and Audit Portfolios: Monitor client portfolios through a systematic review process, applying attention to detail and a strong sense of ownership.
• Research New and Existing Investments: Bring intellectual curiosity and creative thinking to research efforts, evaluating current investments and exploring new opportunities that support client and firm goals.
• Contribute to the Investment Committee: Collaborate actively in investment committee meetings—sharing ideas, questioning assumptions, and advocating for new approaches when appropriate.

Candidate Profile

People-Centered and Private-Client Focused: You love building relationships with real people—not just managing numbers—and enjoy helping individuals and families feel confident in their financial journey.

• Investment Acumen with Empathy: You're passionate about markets and people, able to dive deep into economic trends one moment and clearly explain your thinking to a client the next.
• Takes Initiative: You act without waiting for direction, bring ideas to the table, follow through, and thrive where your contributions shape the outcome.
• Thinks Creatively and Solves Problems: You're excited by challenges and open to unconventional solutions, taking the lead when you see something that can be improved.
• Communicates with Purpose: You tailor your message to the audience, value clarity over jargon, and aren't afraid to speak up with a new idea or perspective.
• Presents with Clarity and Confidence: You enjoy turning complex ideas into understandable insights, are comfortable thinking on your feet, and are open to feedback in pursuit of better answer.
• Seeks Excellence and Growth: You've pushed yourself in some area of life—career, education, athletics, or a personal pursuit—and are always looking to grow.

Required Qualifications:

• Chartered Financial Analyst (CFA) or equivalent professional designation (CFP®, CPA,
• JD)5 to 7 years of relevant experience.
• A collaborative mindset and a belief that no task is beneath you when it comes to serving the team and the client.

Compensation and Benefits

Base salary commensurate with experience amount to be confirmed with clients

• 30 days of leave, including paid office closures
• Flex hours—recognizing that life happens between 8 and 5 too
• 401(k) with Safe Harbor employer matching
• Continuing education support, including paid professional dues, conference attendance, and training.

Work Environment and Culture

This is a full-time, onsite role based in Bryan/College Station, Texas, working Monday through Friday, 8:00 AM to 5:00 PM, in a business-professional office environment. Our client's team values collaboration, intellectual curiosity, and clear communication, and operates with a strong sense of ownership and continuous improvement across the investment process.