Senior Wealth Advisor

The Well; Scottsdale (AZ); On-site; USD 120,000 - 138,000; Full time

Benefits offered by this job

4 weeks vacation

Work from home flexibility

CSA support

Ongoing education fully paid

Advisor council meetings

Long-term incentive program

Culture-first environment

Job summary

The Well is partnering with a well-established wealth management firm in Scottsdale, AZ to hire a Senior Wealth Advisor. You will be handed an established book of high-net-worth clients and deliver holistic financial planning.

Expect 4 weeks vacation, flexibility to work from home, dedicated CSA support, ongoing education, and an incentive program tied to firm valuation. CFP/ChFC, Series 7/66, Life license, 5-7+ years lead advisor exp.

Qualifications

• CFP or ChFC designation required.
• Series 7 and Series 66 (or 63/65) required.
• Life/Health Insurance license (or willingness to obtain) funded by firm.
• 5-7+ years of hands-on lead advisor experience with HNW clients.
• Real-world holistic planning experience beyond models.
• Relationship-driven mindset rather than hunter mentality.

Responsibilities

• Serve approximately 100-150 HNW households ($50-100M AUM) with CSA support.
• Develop and present comprehensive financial plans covering investments, estate planning, tax strategy, etc.
• Work with clients with $500K+ investable assets.
• Report to a Senior Partner.

Skills

CFP/ChFC

Series 7/66

Life/Health license

HNW client experience

Holistic planning

Education

CFP designation

ChFC designation

Job description

$120,000 base + $14,000-$18,000 discretionary bonus

We are hiring a Senior Wealth Advisor on behalf of our client - a well-established, independently operated wealth management firm in Scottsdale, AZ .

This is not a sales role. There is no cold calling, no prospecting quota, no pressure to hunt. You will be handed an established book of high-net-worth clients and trusted to deliver exceptional, holistic financial planning and service.

What the role looks like:

• Service approximately 100-150 HNW households ($50-100M AUM) with a dedicated CSA handling admin and follow-up coordination
• Develop and present comprehensive financial plans covering investments, estate planning, tax strategy, and more
• Work with clients holding $500K+ in investable assets - true high-net-worth relationships
• Report to a Senior Partner in a firm that has been growing intentionally for over 20 years

What sets this firm apart:

• 4 weeks paid vacation from day one - and they mean it (no emails, no calls while you are out)
• Flexibility to work from home once established in the role
• Dedicated CSA support so you can focus on planning and relationships, not paperwork
• Ongoing education and professional development fully paid
• Bi-weekly advisor council meetings - without partners present - so your voice actually matters
• A long-term incentive program tied to firm valuation for advisors who grow with the firm
• A culture-first team that protects its environment and invests in its people

What they are looking for:

• CFP or ChFC designation
• Series 7 and Series 66 (or 63/65)
• Life/Health Insurance license (or willingness to obtain - firm pays)
• 5-7+ years of hands-on lead advisor experience with HNW clients
• Real-world holistic planning experience - not just institutional or model-based
• A farmer, not a hunter - someone who thrives on deepening relationships, not chasing new ones
• Coachable, collaborative, and genuinely team-oriented

This is a rare opportunity to step into a well-supported, high-quality book of business at a firm that has built something worth joining.