Wealth Advisor: Mentored Growth & Client Ownership

The Well; Detroit (MI); On-site; USD 90,000 - 140,000; Full time

Job summary

The Well is seeking a Wealth Advisor in Bloomfield Hills, MI to receive direct mentorship from firm leadership, build and own your client relationships from day one.

This role blends thoughtful financial planning with business development, offering a clear path for growth where your results shape the firm's future and you earn a seat at the table from the start. You'll work closely with leadership to shape investment strategies, client service standards, and growth initiatives.

Qualifications

• 5–10 years of experience in wealth advisory or related field.
• CFP or CPA preferred.
• Excellent client-facing skills and growth mindset.

Responsibilities

• Build and grow client relationships with ownership of accounts.
• Blend financial planning with business development to drive growth.

Skills

Client relationship management

People skills

Education

CFP

CPA

Job description

The Well is seeking a Wealth Advisor in Bloomfield Hills, MI to receive direct mentorship from firm leadership, build and own your client relationships from day one.

This role blends thoughtful financial planning with business development, offering a clear path for growth where your results shape the firm's future and you earn a seat at the table from the start. You'll work closely with leadership to shape investment strategies, client service standards, and growth initiatives.