Wealth Advisor

The Well; Columbus (GA); On-site; USD 100,000 - 125,000; Full time

Benefits offered by this job

Health insurance

401(k) with company match

Paid time off

Dental and vision coverage

Long-term disability insurance

PEO-administered benefits

Job summary

The Well, an established independent RIA based near Columbus, GA, seeks a Wealth Advisor (CFP preferred) to serve a loyal client base with a comprehensive financial planning and investment approach.

Join a growth-minded team with a clear succession path toward partnership and equity participation for the right candidate. Expect a collaborative, client-first culture and opportunities to deepen client service.

Qualifications

• Bachelor's degree required.
• 5+ years of financial advisory experience with client relationships and financial planning responsibilities.
• Strong oral and written communication skills.
• Commitment to long-term career growth within a single firm.
• Located within ~30 miles of Columbus, GA or willing to relocate.
• In-office work with engagement in community and evening client events.
• Familiarity with or genuine interest in the RIA fiduciary model.

Responsibilities

• Build and maintain strong, long-term client relationships through regular communication, meetings, and outreach.
• Conduct in-depth financial assessments to understand goals, risk tolerance, and needs.
• Develop and implement customized financial plans covering retirement, estate, and tax planning.
• Assist clients with major financial decisions including retirement, education funding, succession, and wealth transfer.
• Monitor market conditions and contribute to investment strategy and portfolio management.
• Analyze client portfolios to identify performance drivers and risks.
• Provide ongoing client education on market trends and planning topics.
• Identify and develop new business opportunities via networking and referrals.
• Ensure compliance with firm procedures and regulatory requirements.
• Maintain accurate client records per firm standards.
• Develop proficiency with wealth management software.
• Handle confidential client information with discretion.

Skills

Communication skills

Client relationship management

Fiduciary mindset

In-office/work presence

Long-term commitment

Proximity to Columbus, GA

Columbus, GA proximity

Community engagement

Schwab custodian familiarity

Education

Bachelor's degree

Tools

Schwab custodian

Job description

Wealth Advisor, CFP | Community Builder | $100,000 - $125,000+ bonus

Role Summary

On behalf of our client - an established, fee-only independent RIA based in Columbus, GA - we are seeking a Wealth Advisor to join a close-knit, growing advisory team. This is a rare opportunity to step into a meaningful role at a firm with approximately $200 million in AUM, a loyal client base of individuals and families, and a clear succession plan that includes a long-term path to partnership and equity participation for the right candidate.

The firm has been serving clients for over two decades and is at an exciting inflection point - adding talent to expand capacity, deepen client service, and build the next generation of leadership. If you are a CFP professional (or candidate) who wants to grow your career within a collaborative, client-first environment and build something lasting, this role is worth a serious look.

Core Responsibilities

• Build and maintain strong, long-term relationships with clients through regular communication, meetings, and proactive outreach
• Conduct in-depth financial assessments to understand clients' goals, risk tolerance, and financial needs
• Develop and implement customized financial plans covering retirement, investment, estate, and tax planning strategies
• Help clients navigate major financial decisions including retirement, education funding, business succession, and wealth transfer
• Monitor economic and market conditions and contribute to the firm's investment strategy and portfolio management process
• Analyze existing and prospective client portfolios to identify performance drivers, sources of unrewarded risk, and mitigation strategies
• Provide ongoing client education on market trends, financial planning topics, and investment strategies
• Identify and develop new business opportunities through networking, referrals, and community involvement
• Ensure compliance with firm procedures and all applicable regulatory requirements
• Maintain accurate client records in accordance with firm procedures and regulatory standards
• Develop and maintain proficiency with wealth management and financial planning software
• Handle all confidential client information with absolute discretion

Candidate Profile

*Must-Haves*

• Bachelor's degree from a four-year college or university
• 5+ years of financial advisory experience, with demonstrated client relationship and financial planning responsibilities
• Strong oral and written communication skills
• Commitment to long-term career growth within a single firm
• Located in or within approximately 30 miles of Columbus, GA, or genuinely motivated to relocate to the area
• Comfort working primarily in-office and engaging in community and evening client events
• Familiarity with or genuine interest in the RIA and fiduciary model

*Nice-to-Haves*

• Existing book of business or portable client relationships
• Prior experience working with Schwab as a custodian
• Experience at an independent RIA
• Genuine interest in a long-term path to partnership and equity participation
• Base salary: $100,000 - $125,000, commensurate with experience
• Performance bonus: 10-20% of base, tied to individual and firm-wide goals
• Path to partnership and equity participation for the right long-term candidate
• Health insurance - individual plan covered by the firm; family plan available with employee contribution; firm provides a supplemental contribution
• Dental and vision coverage
• Long-term disability insurance
• 401(k) with company match
• Paid time off: approximately 20 days to start, with flexibility based on experience level
• Benefits administered through a Professional Employment Organization (PEO) with a competitive, benchmarked package

Work Environment and Culture

This is a small, established team where every person makes a meaningful difference. The firm operates as a true independent RIA, serving individuals and families with a comprehensive, personalized approach to financial planning and investment management. The culture is collaborative and team-oriented - individual goals are balanced with firm-wide goals, and success is shared. The firm values long-term relationships, both with clients and with team members, and is actively building toward a future where the right advisor can grow into a leadership and ownership role. The office is active and community-connected, with advisors regularly engaged in local professional and civic organizations.