Lead Financial Advisor – Growth & Succession Path

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

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.