Wealth Advisor

The Well; San Antonio (TX); On-site; USD 90,000 - 180,000; Full time

Benefits offered by this job

Health, dental, and vision coverage

Retirement plan

Paid time off

Deferred compensation vesting

Job summary

The Well in Texas seeks a Wealth Advisor to own and grow an established book of client relationships within an independent fiduciary‑first RIA. You will present financial plans and investment recommendations with full independence and leverage firm-generated leads from a national program and CPA referrals.

5+ years in wealth management and proper Series licenses are required, with a track record of growing a book.

Qualifications

• Minimum 5+ years in wealth management or financial advisory services.
• Current Series 63 and Series 65 or 66 in good standing.
• Proven ability to retain and grow client relationships.

Responsibilities

• Own and grow an established book of client relationships.
• Present financial plans and investment recommendations with independence.
• Leverage firm-generated leads from national programs and referrals to grow assets.

Skills

Series 63

Series 65/66

Wealth management

CRM

Referral networking

Integrity

Tools

CRM software

Job description

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