Wealth Advisor

The Well; Carmel (IN); On-site; USD 100,000 - 120,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

401(k) plan with employer match

Paid time off starting at 2 weeks

Job summary

The Well is seeking a Wealth Advisor to manage an established book of 50–100 client relationships in the Indianapolis area. You will serve as the lead contact, delivering wealth management services and collaborating with a tight-knit team to provide a seamless client experience.

We offer a base salary of $100,000–$120,000 with incentive potential, comprehensive benefits, and a new office opening this fall. This is a full-time on-site role supporting long-term client partnerships.

Qualifications

• 4+ years of experience in wealth management or client-facing advisory roles.
• Series 65/66 licensing required (or equivalent); insurance license a plus.
• CFP designation preferred but not required.
• Background from an RIA, wirehouse, independent broker-dealer, or insurance-based platform welcome.
• Strong relationship-management and communication skills; primary contact for client relationships.
• Team-oriented mindset—not an independent "hired gun".

Responsibilities

• Serve as primary point of contact for 50–100 client relationships and grow into the face of those relationships.
• Manage day-to-day client needs, including planning questions and market concerns.
• Deliver comprehensive wealth management: investment consulting, planning, and relationship management.
• Build financial plans using MoneyGuide Pro.
• Collaborate with tax, estate, wealth protection, and charitable giving strategies.
• Coordinate with internal team to ensure seamless, high-touch client experience.
• Support account growth through excellent service and client referrals; no new business development required.
• Maintain compliance with firm processes and industry standards.

Skills

Relationship management

Client-facing

Team player

Communication

Education

Series 65/66 licensing

Insurance license (plus)

CFP designation (preferred)

Tools

MoneyGuide Pro

Job description

We're hiring a Wealth Advisor on behalf of our client—a growing, relationship-driven wealth management firm based in the Indianapolis, IN area. This role is built for a driven advisor who is ready to take ownership of an established book of 50 to 100 client relationships. This is a rare opportunity to step into a collaborative, tight-knit team, inherit high-quality client relationships, and build a long-term career with a firm that is actively investing in its next chapter—including a brand-new office opening this fall.

Core Responsibilities

• Serve as a primary point of contact for an existing book of 50 to 100 client relationships, gradually becoming the face of those relationships over time
• Manage day-to-day client needs, including planning questions, market concerns, and life-event conversations
• Deliver the firm's full wealth management process: investment consulting, advanced planning, and relationship management
• Build and maintain financial plans using MoneyGuide Pro
• Partner with outside professionals on tax planning, estate planning, wealth protection, and charitable giving strategies
• Collaborate with internal team members to deliver a seamless, high-touch client experience
• Support organic growth of the book through excellent service, resulting in asset consolidation and referrals (new business development is not required)
• Maintain compliance with firm processes and industry standards
• Contribute to a collaborative, team-first culture rather than operating as an independent producer

Candidate Profile

• 4 + years of experience in wealth management, financial planning, or a client-facing advisory capacity
• Series 65 and/or Series 66 licensing required (or equivalent); insurance license a plus
• CFP designation preferred but not required
• Background from an RIA, wirehouse, independent broker-dealer, or insurance-based platform all welcome
• Strong relationship-management and communication skills; comfortable serving as the primary point of contact for client relationships
• Team-oriented mindset—this role is built for someone who wants to be part of a tight-knit firm, not an independent "hired gun"

Compensation and Benefits

• Base salary of $100,000 to $120,000, depending on experience
• Additional incentive compensation tied to net asset growth and client asset consolidation
• Health, dental, and vision insurance
• 401(k) plan with employer match
• Paid time off starting at 2 weeks and increasing with tenure

Work Environment and Culture

This is a full-time, on-site role based in the Indianapolis, IN area, Monday through Friday, 9:00 a.m. to 5:00 p.m. Our client's team is collaborative and tight-knit, values flexibility balanced with accountability, and is moving into a brand-new office suite this fall. Firm leadership is focused on long-term succession planning and is investing in developing the next generation of client-facing talent.