Wealth Advisor

The Well; St. Louis (MO); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Health insurance

PTO

Path to partnership

Job summary

The Well, on behalf of our client, seeks a Wealth Advisor near East St Louis, IL to join a collaborative, growing team. This is a relationship-first advisory role with no cold prospecting.

This full-time, in-office position offers a substantial and growing book of client households, allowing the right advisor to focus on delivering exceptional financial planning and building lasting client relationships.

Qualifications

• Minimum 2-3 years of experience as a practicing financial advisor.
• Series 65 license required; Series 7 must be relinquished.
• Fiduciary commitment and client-first approach.
• Strong analytical and financial planning skills.
• Collaborative, team-oriented mindset.
• In-office, local to St. Louis metro area.

Responsibilities

• Serve as the lead advisor for a growing portfolio of client families transitioned from the founding advisor.
• Design comprehensive, goals-based financial plans tailored to each household.
• Lead client meetings and serve as the primary relationship contact.
• Conduct annual reviews and proactive outreach to maintain client relationships.
• Collaborate with in-house CPA/tax planning specialist and investment team.
• Utilize modern technology stack (RightCapital, Wealthbox, Tamarac, YCharts, MyRepChat, Jump AI, Wealth.com).
• Represent the firm in the local community and contribute to growth.

Job description

On behalf of our client - an established, fee-based independent RIA near East St Louis, IL - we are seeking a Wealth Advisor to join a collaborative, growing team. This is a relationship-first advisory role with no cold prospecting required. The firm will provide a substantial and growing book of client households, allowing the right advisor to focus entirely on what they do best: delivering exceptional financial planning and building lasting client relationships. This is a full-time, in-office position.

Core Responsibilities

• Serve as the lead advisor for a growing portfolio of client families transitioned from the firm's founding advisor
• Design and deliver comprehensive, goals-based financial plans tailored to each household
• Lead client meetings and serve as the primary relationship contact for assigned clients
• Conduct annual reviews and proactive outreach to maintain strong, ongoing client relationships
• Collaborate closely with an in-house CPA/tax planning specialist and investment management team
• Utilize the firm's modern technology stack including RightCapital, Wealthbox, Tamarac, YCharts, MyRepChat, Jump AI, and Wealth.com
• Represent the firm in the local community and contribute to its reputation and growth
• Manage and grow self-sourced client relationships alongside firm-provided clients
• Participate in team meetings and contribute to a collaborative advisory culture
• Support the firm's long-term growth strategy as it expands into additional markets

Candidate Profile

Must-Haves

• Minimum 2-3 years of experience as a practicing financial advisor
• Series 65 license required; Series 7 must be relinquished (firm is fee-based)
• Genuine, demonstrated fiduciary commitment and client-first philosophy
• Strong analytical and financial planning skills
• Collaborative, humble, and team-oriented mindset
• Comfortable and energized by a client relationship management and farming role
• Local to the St. Louis metro area and able to work fully in-office
• Owner mentality with the ability to thrive as part of a team structure
• Self-aware about personal strengths and open to assessment-based development tools

Nice-to-Haves

• CFP designation or active pursuit of it
• Familiarity with RightCapital, Wealthbox, Tamarac, YCharts, or similar RIA platforms
• Experience with tax planning concepts
• Community ties in East St Louis, O'Fallon, Edwardsville, or the broader southern Illinois / St. Louis metro area
• Track record of staying with firms long-term and building deep client relationships

Compensation and Benefits

• Revenue share: 15-20% on firm-provided clients (25-35% all-in); 40-50% all-in on self-sourced clients
• Health insurance
• PTO
• Clear path to partnership and ownership opportunity

Work Environment and Culture

This is a small, intentionally built team that operates collaboratively and with a strong sense of shared purpose. Advisors, operations staff, and specialists work side by side - not in silos. The firm is community-focused and deeply committed to doing right by clients. Leadership is transparent, accessible, and invested in every team member's long-term growth and success. The firm is growing steadily and deliberately, with a clear vision for expansion into additional markets over the coming years. Every team member has a defined path to partnership.