Senior Wealth Advisor: HNW Planning, Flexible & Remote

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

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.