Wealth Advisor

The Well; San Antonio (TX); Sur place; USD 90 000 - 150 000; Plein temps

Avantages offerts par ce poste

Health, dental, and vision coverage

Retirement plan

Paid time off

Résumé du poste

The Well is a fiduciary-first independent Registered Investment Advisor seeking a Wealth Advisor to own and grow an established client book. You will present financial plans and investment recommendations with full independence and integrity.

Leverage firm-generated leads from radio, retiree networks, and CPA referrals, while building a long-term career with mentorship and growth opportunities that align with tenure and client assets.

Qualifications

• 5+ years in wealth management, financial advisory, or investment services.
• Series 63 and Series 65 or 66, current and in good standing.
• Proven ability to retain and grow existing client relationships.
• Comfort asking for referrals and converting warm leads into new client assets.
• Disciplined CRM and pipeline habits, including same-day documentation.
• Unimpeachable integrity — accurate and honest records.

Responsabilités

• Own and grow an established book of client relationships.
• Present financial plans and investment recommendations with independence.
• Grow through firm-generated leads from radio, retiree network, and CPA referrals.
• Maintain disciplined CRM and pipeline with same-day documentation.
• Build a long-term career inside the firm with mentorship.

Connaissances

Relationship mgmt

Lead conversion

CRM discipline

Integrity & ethics

Formation

Series 63/65/66 licenses

Outils

CRM software

Description du poste

Wealth Advisor - Independent RIA / Wealth Management

Compensation: Competitive base salary + uncapped growth compensation + deferred compensation.

Our growing client is hiring a Wealth Advisor to own and grow an established book of client relationships.

We're an independent, fiduciary-first Registered Investment Advisor built on one-on-one, face-to-face retirement planning for clients nationwide. Our advisors step into an established book of relationships and a steady flow of qualified opportunities from a national radio program, a longstanding military-affiliated retiree community, and CPA referral partnerships. If you've spent 5+ years earning trust with retirees and pre-retirees and know how to protect and grow a book rather than chase cold leads, we want to talk.

Why this role?

• Step into an established book of client relationships - no cold calling required
• Grow through firm-generated leads from radio, an affinity retiree network, and CPA referrals
• Present financial plans and investment recommendations with full independence
• Build a long-term career inside a firm that invests in your growth, not just your production
• Earn uncapped growth compensation, with deferred comp that rewards tenure and the assets you personally bring in

What you bring:

• Series 63 and Series 65 or 66, current and in good standing
• 5+ years in wealth management, financial advisory, or investment services
• A proven record of retaining and growing existing client relationships
• Comfort asking for referrals and converting warm leads into new client assets
• Disciplined CRM and pipeline habits, including same-day documentation
• Unimpeachable integrity — accurate and honest records, always

What we offer:

• Competitive base salary, commensurate with experience
• Growth compensation on net new assets, annuity placements, retention, and client experience - at-goal total compensation approaches 2x base, with uncapped upside above goal
• Deferred compensation vesting with tenure, beginning in year three
• Health, dental, and vision coverage
• Retirement plan and paid time off
• A defined career path from Associate Wealth Advisor to Senior Wealth Advisor, with mentorship overrides at the senior level