Lead Financial Advisor

The Well; Nashville (TN); On-site; USD 90,000 - 185,000; Full time

Benefits offered by this job

Mentorship from top advisor

Succession potential

Competitive base salary

Job summary

The Well in Nashville is seeking a Lead Financial Advisor to rebuild and shape the next chapter of the business. You will work directly with a veteran founder, grow the client book, and participate in referrals while stepping toward leadership and equity opportunities.

This is a seat-at-the-table role offering a clear path to ownership, mentorship from an experienced advisor, and a Growth-focused environment in a collaborative office setting.

Qualifications

• Proven experience as a financial advisor with a business development mindset.
• Significant industry experience and drive (not entry-level).
• Collaborative style - able to work with both senior and newer team members.

Responsibilities

• Grow the book and take on client referrals.
• Lead and shape the office culture from the ground up.
• Partner with senior advisors to support business development and succession plans.

Skills

Business development

Team collaboration

Leadership mindset

Job description

Compensation: 90k-185k + Production Bonus, with a clear path to book-building and long-term equity/succession opportunity

Our client - a growing, established wealth management office in the Nashville area - is hiring a Lead Financial Advisor to help rebuild and shape the next chapter of their business.

This is a rare seat-at-the-table opportunity. The founding advisor has been in the business for over 30 years and is looking for someone with a true business development mind set - not just a relationship manager - to help grow the book, take on client referrals, and eventually step into a larger leadership role within the office.

Why this role?

• Work directly alongside a 30+ year industry veteran who is actively passing along referrals and building toward a succession plan


• Play a key role in rebuilding and shaping the office culture from the ground up


• Mentor and collaborate with a newer advisor on the team as part of a two-way growth dynamic


• Get involved as the firm expands into family office services - ground-floor exposure to a growing offering


• Join a team that values being in-office and connected, with a strong emphasis on collaboration, especially in year one

What you bring:

• Proven experience as a financial advisor with a genuine business development / growth mindset


• Significant industry experience and drive (not an entry-level or early-career seat)


• A collaborative style - able to work with both senior and newer team members

What we Offer:

• Competitive base salary + performance-based bonus structure


• Long-term growth and succession potential within the office


• Direct mentorship from a top-producing, tenured advisor


• A true opportunity to shape a growing book and office culture from an early stage