Senior Wealth Advisor — Lead Growth & Equity Path

The Well; Newark (NJ); On-site; USD 75,000 - 125,000; Full time

Benefits offered by this job

Health insurance reimbursement plan

Safe Harbor 401(k) with employer-contt

No office rent or overhead expenses

Employer-paid CFP certification costs

Mentorship from founder

Firm-supplied leads and referrals

Job summary

The Well is seeking a Senior Financial Advisor to join its Northern New Jersey team, working on-site with a flexible schedule and early finishes on Fridays. You will inherit an established client base, convert leads, and progressively assume leadership responsibilities with a long‑term path toward equity partnership.

Ideal candidates are seasoned planners with a proven ability to win and retain clients, possess strong communication skills, and are entrepreneurial with a genuine interest in

Qualifications

• Five or more years of experience as a financial advisor or financial planner.
• Proven track record developing, closing, and retaining client relationships.
• Hands-on experience delivering comprehensive financial planning for individuals and couples.
• Active Series 63 and Series 65 combination license, or equivalent.
• Entrepreneurial mindset with leadership interest and ownership goals.
• Strong communication and relationship-management skills.

Responsibilities

• Deliver comprehensive financial plans for individuals, couples, and families across goals.
• Own assigned client relationships and deepen them through full-scope planning.
• Convert leads and referrals into new client relationships with impactful growth.
• Identify insurance planning needs and guide clients to appropriate solutions.
• Collaborate with internal investment team to focus on advisory services.

Skills

Client relationship building

Financial planning

Business development

Series 63/65 licenses

Communication skills

Education

Bachelor's degree in Finance/related field

CFP designation (nice-to-have)

Job description

The Well is seeking a Senior Financial Advisor to join its Northern New Jersey team, working on-site with a flexible schedule and early finishes on Fridays. You will inherit an established client base, convert leads, and progressively assume leadership responsibilities with a long‑term path toward equity partnership.

Ideal candidates are seasoned planners with a proven ability to win and retain clients, possess strong communication skills, and are entrepreneurial with a genuine interest in