Remote Wealth Advisory Associate - Growth Path

The Well; United States; On-site; USD 60,000 - 98,000; Part time

Job summary

The Well is seeking an Associate Advisor to join our remote-first wealth management team. This partnership role pairs you with a VP-level Sales Advisor to onboard and service a growing client base, aiming to hit and exceed annual new-asset goals.

You will shadow, prep meetings, and guide prospects through the sales process toward becoming clients, transitioning to a central client contact as you grow. Strong FIA knowledge and remote work success are essential.

Qualifications

• Must hold Series 65 and Life, Accident & Health licensing.
• Experience in Fixed Indexed Annuities and advisory services.
• Proficient with MoneyGuide Pro and/or Nitrogen.
• Proven success in remote work environments.

Responsibilities

• Onboard and service a growing client base in collaboration with a VP-level Sales Advisor.
• Shadow and prep meetings, coordinate meeting prep for subsequent appointments, guide prospects through the sales process to become clients.
• Serve as central point of contact for clients as the role matures, handling advisory discussions and client servicing.

Skills

Series 65

Life, Accident & Health licensing

Advisory experience

Remote work experience

Tools

MoneyGuide Pro

Nitrogen

Job description

The Well is seeking an Associate Advisor to join our remote-first wealth management team. This partnership role pairs you with a VP-level Sales Advisor to onboard and service a growing client base, aiming to hit and exceed annual new-asset goals.

You will shadow, prep meetings, and guide prospects through the sales process toward becoming clients, transitioning to a central client contact as you grow. Strong FIA knowledge and remote work success are essential.