Wealth Advisor: Build a Growing AUM Book & Network

The Well; San Antonio (TX); On-site; USD 90,000 - 150,000; Full time

Job summary

The Well seeks a licensed financial professional in San Antonio to deliver tailored wealth management and financial planning for high-net-worth individuals. You will build and grow a scalable advisory book through referrals, events, and marketing initiatives, while delivering strategic investment counsel.

Based in San Antonio, TX, this full-time role offers a supportive platform with a growth mindset, ongoing training, and opportunities to lead client relationships from discovery through ongoing

Qualifications

• Bachelor's degree in Finance/Business/Economics or related field (or equivalent experience).
• Series 7 and 66 securities licenses required (or equivalent).
• Experience in financial advising, wealth management, investment advisory, insurance, or relationship-based sales.
• Proven ability to build relationships and generate new business.
• Experience working with high-net-worth individuals and families.

Responsibilities

• Develop and execute strategies to acquire new client relationships and assets.
• Pursue opportunities to generate $10–15 million in new annual AUM.
• Build and maintain a strong referral network of CPAs, attorneys, and business owners.
• Leverage firm marketing initiatives while generating personal leads and referrals.
• Participate in networking events, seminars, and community organizations to build visibility and pipeline.
• Maintain a healthy pipeline of prospective clients and proactively advance opportunities.
• Deliver comprehensive financial planning and wealth management advice tailored to each client.
• Conduct discovery meetings to assess goals, risk tolerance, and investment objectives.
• Develop and present customized financial and investment strategies.
• Maintain long-term relationships through regular reviews and proactive communication.
• Ensure high client satisfaction, retention, and referral generation.
• Stay current on industry trends, investment solutions, and regulatory requirements.

Skills

Financial advisory

Business development

HNW client experience

Analytical thinking

Communication skills

Independent work

Entrepreneurial mindset

Client relationship building

Strong follow-through

Education

Bachelor's degree in Finance/Business/Economics

Job description

The Well seeks a licensed financial professional in San Antonio to deliver tailored wealth management and financial planning for high-net-worth individuals. You will build and grow a scalable advisory book through referrals, events, and marketing initiatives, while delivering strategic investment counsel.

Based in San Antonio, TX, this full-time role offers a supportive platform with a growth mindset, ongoing training, and opportunities to lead client relationships from discovery through ongoing