Senior Financial Advisor: Path to Ownership & Growth

The Well; Madison (MS); On-site; USD 95,000 - 125,000; Full time

Benefits offered by this job

Ownership & partnership opportunities

Incentive pay

Course cost reimbursement

Job summary

The Well is seeking a Senior Financial Advisor to own new business development and care for an established client roster. The role targets a long-term partner who can contribute to growth without direct supervision.

The ideal candidate brings a proven ability to grow a client book and provide confident, fiduciary recommendations while aligning with the firm’s values and strategic objectives. Ownership opportunities are a realistic possibility.

Qualifications

• Current Series 7 and Series 66 registrations, or a comparable set of licenses.
• Solid command of planning, portfolio management, fiduciary duties, and regulatory compliance.
• A history of producing results; capability and proven achievement count for more than tenure by itself.
• Polished communication, presentation, and relationship skills in client-facing settings.
• The maturity to meet with clients independently and offer well-reasoned recommendations unsupervised.
• Evidence of having grown a client book independently, because generating your own business is at the heart of the position.
• Ongoing pursuit of professional education beyond the minimum licensing requirements.
• Fluency with current CRM, financial planning, and productivity tools.

Responsibilities

• Act as the go-to advisor for prospective clients: conduct initial discovery and shepherd new relationships through onboarding.
• Grow a prospect pipeline through referrals and professional contacts since the firm does not supply leads.
• Oversee an existing set of client relationships, offering holistic planning and periodic reviews.
• Step in for senior leaders when they are away, answering client questions with experience.
• Collaborate with compliance, operations, investments, and planning to ensure a polished client experience.
• Keep recommendations aligned with fiduciary obligations and a planning-centered service model.
• Partner with marketing and compliance on client communications and sanctioned outreach.
• Mentor junior advisors and be available for questions, setting a strong example.
• Monitor service quality, retention, and new client growth.
• Help refine the service model and processes to scale the practice.

Skills

Business development

Client relations

Regulatory compliance

CRM software

Financial planning

Job description

The Well is seeking a Senior Financial Advisor to own new business development and care for an established client roster. The role targets a long-term partner who can contribute to growth without direct supervision.

The ideal candidate brings a proven ability to grow a client book and provide confident, fiduciary recommendations while aligning with the firm’s values and strategic objectives. Ownership opportunities are a realistic possibility.