Wealth Management Advisor

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

Most financial advisors are stuck executing someone else's vision.

This role is different.

We're placing a Wealth Advisor with a growing firm that's serious about developing their next generation of talent — with direct mentorship from leadership, real client ownership, and a seat at the table from day one.

Location: Bloomfield Hills, MI

What makes this worth your attention:

• Mentorship from firm leadership (not just a handbook)
• Build and grow your own client relationships
• A blend of financial planning and business development — so your career doesn't stall

Who they're looking for:

• 5–10 years of experience
• CFP or CPA preferred
• Someone who's great with clients and ready to grow