Wealth Advisor - Equity Path & Hybrid RIA Role

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

Benefits offered by this job

Health insurance

401(k) with company match

Unlimited PTO

Hybrid work model

Equity opportunity

Job summary

The Well is seeking an experienced Wealth Advisor to join our hybrid team in the Washington, DC metro area. You will lead client relationships, deepen existing accounts, and transition a retiring advisor’s book while also pursuing inbound leads and building your own client base over time.

The ideal candidate holds CFP in good standing with 5+ years in wealth management, strong planning knowledge, and proficiency in eMoney or similar platforms.

Qualifications

• CFP certification in good standing (candidates pursuing CFP with other designations will be considered).
• 5+ years of experience in wealth management or investment advisory services.
• Experience leading client meetings and managing ongoing client relationships.
• Strong knowledge of retirement, tax, estate, investment, and risk management planning.
• Proficiency with eMoney or a comparable financial planning platform.
• Excellent verbal, written, and interpersonal communication skills.
• Strong presentation and relationship-building abilities.
• Ability to manage multiple client relationships and maintain confidentiality.
• Interest in succession or equity opportunities and long-term career mindset.
• Must pass a background check.

Responsibilities

• Serve as the lead advisor and primary point of contact for assigned client relationships.
• Develop and present comprehensive financial plans with ongoing recommendations.
• Conduct regular client review meetings and identify planning opportunities.
• Coordinate retirement, tax, estate, education, insurance, and investment planning.
• Collaborate with tax, financial planning, and investment teams.
• Manage onboarding and transitions, including retiree book transitions.
• Provide guidance on portfolio construction and investment implementation.
• Review analyses and recommendations prepared by associates.
• Participate in business development and proactive prospecting.
• Participate in the firm’s Investment Committee.
• Utilize technology to deliver high-quality client service.
• Convert inbound leads into long-term clients.

Skills

CFP certification

Wealth management

Financial planning

Client relationships

Business development

Succession planning

eMoney

Morningstar Advisor Workstation

Tamarac

Confidentiality

Tools

eMoney

Tamarac

Morningstar Advisor Workstation

Nitrogen

Job description

The Well is seeking an experienced Wealth Advisor to join our hybrid team in the Washington, DC metro area. You will lead client relationships, deepen existing accounts, and transition a retiring advisor’s book while also pursuing inbound leads and building your own client base over time.

The ideal candidate holds CFP in good standing with 5+ years in wealth management, strong planning knowledge, and proficiency in eMoney or similar platforms.