Wealth Manager: Client Growth & Advisory Lead

The Well; Fort Lauderdale (FL); On-site; USD 85,000 - 125,000; Full time

Job summary

The Well in Ft Lauderdale, FL is seeking a Wealth Manager to oversee an assigned book of client accounts, delivering proactive service and strong relationships. The role requires visiting the Fort Lauderdale office once per week.

You will leverage knowledge of managed accounts and annuities to meet client needs, coordinate with investment operations and planning teams, and drive client education and referrals. This position emphasizes regulatory compliance and a client-first approach.

Qualifications

• 5+ years of client service experience within wealth management or financial services.
• Series 6, 63, 65, and/or 7 and Life & Health Insurance licenses.

Responsibilities

• Serve as the primary relationship manager for clients, delivering timely, personalized service.
• Drive client retention by building trusted relationships and ensuring ongoing satisfaction with investment and annuity solutions.
• Identify and respond to client needs with suitable recommendations, including potential consolidation of outside assets and retirement accounts.
• Educate clients on the firm’s services, including investment management, annuities, income planning, and risk management strategies.
• Generate client referrals through networking events and consistent relationship nurturing.
• Proactively reach out to surface life events or financial changes creating planning needs.
• Support client review meetings focused on holistic financial planning across managed and annuity assets.
• Maintain accurate client records, opportunity tracking, and referral pipelines in CRM.

Skills

Wealth management

Client service

Relationship management

Communication

Education

Bachelor's degree in finance

Job description

The Well in Ft Lauderdale, FL is seeking a Wealth Manager to oversee an assigned book of client accounts, delivering proactive service and strong relationships. The role requires visiting the Fort Lauderdale office once per week.

You will leverage knowledge of managed accounts and annuities to meet client needs, coordinate with investment operations and planning teams, and drive client education and referrals. This position emphasizes regulatory compliance and a client-first approach.