Wealth Management Advisor: Relationship Path to Equity

The Well; Portsmouth (NH); On-site; USD 250,000 - 300,000; Full time

Benefits offered by this job

Health coverage

Dental coverage

Vision coverage

401(k) plan

Continuing education support

Support for professional designations

Job summary

The Well in Portsmouth, NH is seeking a Wealth Management & Client Relationship Associate to grow into a senior advisory role within a trusted, independent RIA. This relationship-first position manages a focused book of high-net-worth clients, collaborates with firm partners, and participates in quarterly investment discussions, with long-term equity partnership potential.

The role offers base + bonus totaling $250k–$300k, plus benefits such as health, dental, vision, a 401(k), and educational

Qualifications

• 5–10 years of experience in wealth management or an RIA
• CFP designation preferred, or actively in progress
• Relationship-driven, consultative advisor skilled with high-net-worth clients

Responsibilities

• Own a focused book of 50 or fewer client relationships in a high-touch model
• Collaborate with firm partners in a consultative team approach
• Sit in on quarterly investment meetings and contribute to portfolio decisions
• Path toward senior advisor and eventual partnership in a boutique, tenured team

Skills

Relationship-driven

Consultative selling

Investment acumen

Team player

Education

CFP designation

CFP designation in progress

Job description

The Well in Portsmouth, NH is seeking a Wealth Management & Client Relationship Associate to grow into a senior advisory role within a trusted, independent RIA. This relationship-first position manages a focused book of high-net-worth clients, collaborates with firm partners, and participates in quarterly investment discussions, with long-term equity partnership potential.

The role offers base + bonus totaling $250k–$300k, plus benefits such as health, dental, vision, a 401(k), and educational