Wealth Advisor – Succession Track with Equity

The Well; Albany (GA); On-site; USD 113,000 - 138,000; Full time

Benefits offered by this job

Health coverage

Retirement plan options

Equity participation

Job summary

The Well in Albany, GA is recruiting a Financial Advisor for a Practice Succession track. This is a rare opportunity to join an established, well-regarded practice with a loyal client base, while building your own book on a fast-growing national platform.

You will work closely with regional leadership as the long-term successor to a retiring advisor, blending hands-on relationship stewardship with entrepreneurial growth and a deep local presence in Albany.

Qualifications

• 8–12+ years of financial advisory experience with a track record of growth and client service.
• Active securities licensing (Series 65 or 66) is required.
• Willingness to relocate to Albany, GA and establish a local presence.
• Relationship-first communicator comfortable with high-touch, in-person meetings.

Responsibilities

• Step into an established client relationships book and transition with retiring advisor.
• Maintain and grow client relationships through proactive outreach and reviews.
• Engage multi-generational clients to protect and expand the legacy book.
• Provide thoughtful planning and investment guidance with regular client reviews.
• Grow the practice with new client acquisition, referrals, and local presence.
• Collaborate with a long-tenured client service manager to bridge the transition.

Skills

Relationship management

Business development

Networking

Licensing Series 65/66

Job description

The Well in Albany, GA is recruiting a Financial Advisor for a Practice Succession track. This is a rare opportunity to join an established, well-regarded practice with a loyal client base, while building your own book on a fast-growing national platform.

You will work closely with regional leadership as the long-term successor to a retiring advisor, blending hands-on relationship stewardship with entrepreneurial growth and a deep local presence in Albany.