Wealth Manager: Inherited Book, Team-Driven Planning

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

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.