Wealth Manager

The Well; San Antonio (TX); On-site; USD 90,000 - 150,000; Full time

Job summary

The Well seeks a licensed financial professional in San Antonio to deliver tailored wealth management and financial planning for high-net-worth individuals. You will build and grow a scalable advisory book through referrals, events, and marketing initiatives, while delivering strategic investment counsel.

Based in San Antonio, TX, this full-time role offers a supportive platform with a growth mindset, ongoing training, and opportunities to lead client relationships from discovery through ongoing

Qualifications

• Bachelor's degree in Finance/Business/Economics or related field (or equivalent experience).
• Series 7 and 66 securities licenses required (or equivalent).
• Experience in financial advising, wealth management, investment advisory, insurance, or relationship-based sales.
• Proven ability to build relationships and generate new business.
• Experience working with high-net-worth individuals and families.

Responsibilities

• Develop and execute strategies to acquire new client relationships and assets.
• Pursue opportunities to generate $10–15 million in new annual AUM.
• Build and maintain a strong referral network of CPAs, attorneys, and business owners.
• Leverage firm marketing initiatives while generating personal leads and referrals.
• Participate in networking events, seminars, and community organizations to build visibility and pipeline.
• Maintain a healthy pipeline of prospective clients and proactively advance opportunities.
• Deliver comprehensive financial planning and wealth management advice tailored to each client.
• Conduct discovery meetings to assess goals, risk tolerance, and investment objectives.
• Develop and present customized financial and investment strategies.
• Maintain long-term relationships through regular reviews and proactive communication.
• Ensure high client satisfaction, retention, and referral generation.
• Stay current on industry trends, investment solutions, and regulatory requirements.

Skills

Financial advisory

Business development

HNW client experience

Analytical thinking

Communication skills

Independent work

Entrepreneurial mindset

Client relationship building

Strong follow-through

Education

Bachelor's degree in Finance/Business/Economics

Job description

Core Responsibilities

• - Develop and execute strategies to acquire new client relationships and assets
• - Pursue opportunities to generate $10–15 million in new annual assets under management (AUM)
• - Build and maintain a strong referral network of centers of influence, including CPAs, attorneys, and business owners
• - Leverage firm-provided marketing initiatives while generating personal leads and referrals
• - Participate in networking events, seminars, and community organizations to build visibility and pipeline
• - Maintain a healthy pipeline of prospective clients and proactively advance opportunities
• - Deliver comprehensive financial planning and wealth management advice tailored to each client
• - Conduct discovery meetings to assess financial goals, risk tolerance, and investment objectives
• - Develop and present customized financial and investment strategies
• - Maintain long-term relationships through regular reviews and proactive communication
• - Ensure a high level of client satisfaction, retention, and referral generation
• - Stay current on industry trends, investment solutions, and regulatory requirements through ongoing training

Candidate Profile

• - Bachelor's degree in Finance, Business, Economics, or related field (or equivalent experience)
• - Series 7 and Series 66 (or equivalent) securities licenses required
• - Prior experience in financial advising, wealth management, investment advisory, insurance, or relationship-based sales
• - Proven ability to build relationships and generate new business
• - Experience working with high-net-worth individuals and families
• - Coachable, entrepreneurial mindset with strong follow-through
• - Strong analytical and structured problem‑solving skills
• - Excellent written and verbal communication skills, with the ability to translate technical concepts for nontechnical audiences
• - Comfortable working independently in a fast-paced, evolving environment

Compensation and Benefits

• - Competitive base compensation with performance-based incentives tied to AUM growth
• - Medical, dental, and vision insurance
• - Life and disability insurance
• - Paid time off and paid company holidays
• - Employee Assistance Program (EAP)
• - Professional development support, including firm-paid seminar and marketing costs
• - Career growth and leadership exposure

Work Environment and Culture

This is a full-time role based in San Antonio, TX, with the backing of an internal Marketing and Operations team that provides daily support and covers seminar costs. Our client's team values a growth mindset, coachability, and an entrepreneurial spirit—offering a strong platform for a self-starter ready to build a thriving book of business.