Wealth Advisor to Founder - AI-Driven Growth Path

The Well; Scottsdale (AZ); On-site; USD 80,000 - 105,000; Full time

Benefits offered by this job

PTO

Sick time

Medical insurance

Dental insurance

Vision insurance

Uncapped bonus potential

Job summary

The Well in Scottsdale, AZ is seeking a Wealth Advisor to work directly with the Founder in a mentorship-driven, hands-on setting. You will coordinate with CPAs and estate attorneys, craft integrated financial plans, and present to high-net-worth clients from day one.

Applicants should have a finance-related Bachelor's degree, relevant wealth-management experience, and proper licenses (Series 65/66 and/or Series 7).

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business, or related field.
• A few years of experience in wealth management or financial planning; able to contribute early.
• Fully licensed at time of hire, holding Series 65/66 and/or Series 7.
• Strong analytical skills; proficient with Excel, CRM, and financial planning/tax software.
• Excellent communication and client-service orientation.
• Collaborative, proactive, detail-oriented, with sensitivity to client information.

Responsibilities

• Support client discovery meetings and organize financial, tax, and estate planning information.
• Help design integrated strategies and prepare plan summaries, presentations, and follow-up materials.
• Coordinate with CPAs, estate attorneys, and other outside professionals on the Founder’s behalf.
• Prepare for and attend client meetings, documenting discussions and action items.
• Maintain accurate client records in the firm's CRM and planning systems.
• Use AI tools to draft and refine client-facing communication, fact-checking and personalizing output.

Skills

Analytical skills

Excellent communication

Client-service orientation

Collaborative

Detail-oriented

Education

Bachelor's degree in Finance, Accounting, Economics, Business, or related field

Tools

Excel

CRM

Financial planning software

Tax software

Job description

The Well in Scottsdale, AZ is seeking a Wealth Advisor to work directly with the Founder in a mentorship-driven, hands-on setting. You will coordinate with CPAs and estate attorneys, craft integrated financial plans, and present to high-net-worth clients from day one.

Applicants should have a finance-related Bachelor's degree, relevant wealth-management experience, and proper licenses (Series 65/66 and/or Series 7).