Wealth Management Advisor

The Well; San Jose (CA); On-site; USD 180,000 - 230,000; Full time

Benefits offered by this job

Employer-paid medical

401(k) with automatic contributions +

Profit sharing

Job summary

The Well in San Jose, CA is hiring a Wealth Manager to step into a newly created seat with an established, ready-to-go book of clients. You will collaborate with a team to deliver planning and investment strategies tailored to high-net-worth individuals.

Compensation starts at $180,000 base with up to 10% discretionary bonus, 100% employer-paid medical, a 401(k) with automatic contributions and profit sharing, and growth through expanding your book.

Qualifications

• 5+ years as a primary/seated advisor at an RIA.
• Fiduciary first mindset, client-centric planning.
• Collaborative approach with teammates and leadership.

Responsibilities

• Inherit established client relationships and lead planning.
• Meet with clients to build comprehensive financial plans.
• Collaborate with a relationship manager for follow-up.

Skills

Wealth management

Client advisory

Fiduciary mindset

Team collaboration

Empathy

Job description

Compensation: $180K base + 10% discretionary bonus + 100% employer-paid medical + 401(k) with automatic contribution & profit sharing

Our client — a growing, independent wealth management firm based in San Jose, CA managing over $1 billion in client assets — is hiring a Wealth Manager to step into a newly created seat with an established, ready-to-go book of clients.

Why this role?

• Inherit a portfolio of established client relationships handed off directly from firm leadership—no book required to start
• Spend your time doing the work you love: sitting with clients and building real plans, not chasing prospects or pushing paperwork
• Every client meeting is a team effort—a dedicated relationship manager sits in with you and owns the follow-up
• Lean on an in-house tax team that makes planning conversations easier and clients stickier
• Join a firm that’s intentionally collegial and high-touch—not a place where you’re just another advisor number
• Room to grow your comp by growing your book—take on more clients, earn more

What you bring:

• 5+ years as a primary/seated advisor at an RIA (not solely relationship management, not wirehouse)
• A true planner’s mindset—fiduciary first, salesperson second
• Warmth, empathy, and a collaborative, no-ego approach to clients and teammates

What we offer:

• $180,000 base salary (W-2) + up to 10% discretionary bonus
• 50% of first-year revenue on any new business you personally bring in
• 100% employer-paid medical, FSA/HSA match
• 401(k) with automatic employer contribution + profit sharing