Private Wealth Investment Advisor — Client-Focused, Flexible Hours

The Well; College Station (TX); Sur place; USD 90 000 - 160 000; Plein temps

Avantages offerts par ce poste

30 days leave

Flex hours

401(k) with Safe Harbor matching

Continuing education support

Résumé du poste

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)

Responsabilités

• 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.

Connaissances

Investment acumen

Empathy

Initiative

Creative thinking

Clear communication

Growth mindset

Formation

CFA/CFP/CPA/JD

Description du poste

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