Wealth Advisor: Leads Provided, On-Site Growth

The Well; Mount Vernon (WA); On-site; USD 77,000 - 94,000; Full time

Benefits offered by this job

401(k) match

Full benefits

PTO

Relocation assistance

Job summary

The Well in Mount Vernon, WA seeks a dedicated financial planning professional to grow their client base within a growth-focused firm. This role emphasizes advising—not cold calling—delivering holistic financial plans and guiding clients through a proven 4-meeting process.

You will host educational events, build relationships with affluent or pre-retiree clients, and enjoy strong team support, relocation assistance, and a competitive compensation package with base plus bonus potential.

Qualifications

• 3–7 years of client-facing experience in financial planning / wealth management / tax strategy.
• Series 65 or 66 designations (or CFP® in lieu).
• Strong communication and public speaking skills.

Responsibilities

• Deliver holistic financial plans (investments, tax, insurance, estate).
• Guide prospects through a 4-meeting process.
• Lead educational events (seminars, dinner workshops).
• Build relationships, referrals, and long-term client trust.

Skills

Public speaking

Client relationships

Communication skills

Entrepreneurial mindset

Wealth management experience

Education

Series 65/66

CFP in lieu

Job description

The Well in Mount Vernon, WA seeks a dedicated financial planning professional to grow their client base within a growth-focused firm. This role emphasizes advising—not cold calling—delivering holistic financial plans and guiding clients through a proven 4-meeting process.

You will host educational events, build relationships with affluent or pre-retiree clients, and enjoy strong team support, relocation assistance, and a competitive compensation package with base plus bonus potential.