Wealth Advisor — High-Touch Client Relationships

The Well; Carmel (IN); On-site; USD 100,000 - 120,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

401(k) plan with employer match

Paid time off starting at 2 weeks

Job summary

The Well is seeking a Wealth Advisor to manage an established book of 50–100 client relationships in the Indianapolis area. You will serve as the lead contact, delivering wealth management services and collaborating with a tight-knit team to provide a seamless client experience.

We offer a base salary of $100,000–$120,000 with incentive potential, comprehensive benefits, and a new office opening this fall. This is a full-time on-site role supporting long-term client partnerships.

Qualifications

• 4+ years of experience in wealth management or client-facing advisory roles.
• Series 65/66 licensing required (or equivalent); insurance license a plus.
• CFP designation preferred but not required.
• Background from an RIA, wirehouse, independent broker-dealer, or insurance-based platform welcome.
• Strong relationship-management and communication skills; primary contact for client relationships.
• Team-oriented mindset—not an independent "hired gun".

Responsibilities

• Serve as primary point of contact for 50–100 client relationships and grow into the face of those relationships.
• Manage day-to-day client needs, including planning questions and market concerns.
• Deliver comprehensive wealth management: investment consulting, planning, and relationship management.
• Build financial plans using MoneyGuide Pro.
• Collaborate with tax, estate, wealth protection, and charitable giving strategies.
• Coordinate with internal team to ensure seamless, high-touch client experience.
• Support account growth through excellent service and client referrals; no new business development required.
• Maintain compliance with firm processes and industry standards.

Skills

Relationship management

Client-facing

Team player

Communication

Education

Series 65/66 licensing

Insurance license (plus)

CFP designation (preferred)

Tools

MoneyGuide Pro

Job description

The Well is seeking a Wealth Advisor to manage an established book of 50–100 client relationships in the Indianapolis area. You will serve as the lead contact, delivering wealth management services and collaborating with a tight-knit team to provide a seamless client experience.

We offer a base salary of $100,000–$120,000 with incentive potential, comprehensive benefits, and a new office opening this fall. This is a full-time on-site role supporting long-term client partnerships.