Wealth Advisor

The Well; McLean (VA); Hybrid; USD 150,000 - 175,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Job summary

The Well in McLean, VA is seeking a Wealth Advisor to take over an $80M book with inbound leads and full team support. Hybrid work offers autonomy to build your own practice while serving high-net-worth clients.

You will be part of a growing independent RIA and have the chance to participate in equity and performance-based compensation after year two.

Qualifications

• CFP certification (or advanced designations with CFP in progress).
• 5+ years of client-facing wealth management or financial planning experience.
• Experience using planning software such as eMoney.

Responsibilities

• Transition a retiring advisor's $80M book.
• Work inbound leads.
• Build your own business.
• Stay focused on clients while back-office work is handled by the team.

Skills

Hands-on financial planning

Client relationship management

New business development

Long-term growth mindset

Education

CFP certification in progress

Tools

eMoney

Job description

THE WELL LinkedIn Post $150,000 - $175,000 base salary (years 1-2) | Significant performance upside | Equity path | McLean, VA | Hybrid

We are recruiting a Wealth Advisor on behalf of our client - a growing independent RIA based in McLean, Virginia.

About the Role

This is not a typical advisor seat. You will step into a high-visibility role with a clear runway: transition a retiring advisor's $80M book, work inbound leads, and build your own business - all backed by a full support team so you can stay focused on clients.

Responsibilities

• Transition a retiring advisor's $80M book.


• Work inbound leads.


• Build your own business.


• Stay focused on clients while a full support team handles back-office work.

What makes this opportunity different

• A dedicated central planner, client service team, and trader handle the back-office work - you focus on relationships and planning


• In-house tax department with two CPAs on staff - a genuine differentiator for clients


• Performance-based comp after year two with real upside (a tenured advisor at this firm was on pace for $650K before departing)


• Potential equity buy-in for the right long-term candidate - the firm has no plans to sell


• Hybrid flexibility with autonomy to manage your schedule like a professional

Qualifications

• CFP certification (or advanced designations with CFP in progress)


• 5+ years of client-facing wealth management or financial planning experience

Required Skills

• Hands-on financial planning skills - you lead the plan, not just refer it up the chain


• Experience managing client relationships AND developing new business


• eMoney proficiency or comparable planning platform experience


• A long-term mindset and interest in growing with a firm, not just through it

Preferred Skills

• Local candidates in the DC/Maryland/Virginia area are strongly preferred.

Pay range and compensation package

$150,000 - $175,000 base salary (years 1-2) | Significant performance upside | Equity path

The comp structure (after year two)

• Base: 15% of self-generated production (paid semi-monthly)


• Variable: 20% of total production under management (paid monthly)


• Example: $1M self-generated production = $350,000 total comp

Benefits include

• Health, dental, and vision (3 plan options)