Wealth Advisor | In-Office, Client-First Growth Role

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

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.