Lead Financial Advisor | Team Leader | Relocation Available

The Well; Meridian (ID); On-site; USD 100,000 - 125,000; Full time

Benefits offered by this job

401(k) with company contribution

Health, disability, and life insurance

Generous paid time off

Continuing education and association D

Relocation assistance

Job summary

The Well in Boise, Idaho, is seeking an experienced Lead Financial Advisor to join a fiduciary, team-based RIA. You will deliver comprehensive planning for retirees and high-net-worth clients, coordinating tax, estate, and investment strategies within a collaborative office.

This on-site, full-time role offers growth, relocation support, and a defined career track, with a total compensation range of $130k–$180k plus a bonus.

Qualifications

• CFP designation required.
• Series 65 license (or ability to obtain prior to start).
• 5-8 years of lead advisory experience with high-net-worth individuals or retirees.
• Strong verbal communication and interpersonal skills.
• Willing to relocate to the Boise, Idaho area.

Responsibilities

• Sit second chair alongside senior advisors to learn firm systems, processes, and client relationships before transitioning to lead.
• Gradually assume direct leadership of client relationships, targeting a book of up to 100 clients.
• Deliver comprehensive financial planning for retirees and high-net-worth clients, including retirement income, Social Security optimization, tax planning, and estate coordination.
• Quarterback each client's coordinated advisory team, collaborating with tax, insurance, and estate planning professionals.
• Work with the internal investment management team to align clients with appropriate portfolio models and proactively surface opportunities or concerns.
• Onboard approximately 20-25 new clients per year as your book grows.
• Opportunistically seek referrals and identify organic growth opportunities within existing client relationships.
• Ensure all client interactions meet applicable legal, regulatory, and compliance standards.
• Represent the firm at client events and contribute to a collaborative, team-first office culture.
• Participate in ongoing professional development and continuing education.

Skills

CFP designation

Series 65 license

Lead advisory experience

High-net-worth clients

Job description

The Well in Boise, Idaho, is seeking an experienced Lead Financial Advisor to join a fiduciary, team-based RIA. You will deliver comprehensive planning for retirees and high-net-worth clients, coordinating tax, estate, and investment strategies within a collaborative office.

This on-site, full-time role offers growth, relocation support, and a defined career track, with a total compensation range of $130k–$180k plus a bonus.