Wealth Planning Associate – Hybrid, Path to Ownership

The Well; New Hope (Bucks County); Hybrid; USD 78,000 - 100,000; Full time

Benefits offered by this job

Equity participation

Hybrid schedule

401(k) profit sharing

Unlimited PTO

Medical and dental benefits

Job summary

The Well in New Hope, PA is seeking an Associate Advisor to join a collaborative wealth management team. You will work alongside a senior advisor on high‑net‑worth client relationships, participating in client meetings from day one and gaining hands‑on experience across estate, tax, investment, and retirement planning.

This role offers real planning experience in a no‑sales culture, with exposure to ownership paths, equity conversations, and a supportive pod structure.

Qualifications

• 2–4 years of experience in wealth management or related advisory role.
• Series 65 license required; CFP designation or progress strongly preferred.
• Strong communication and client-facing skills; comfortable in front of clients.
• Based in PA or NJ; hybrid work and commutable to New Hope, PA.

Responsibilities

• Work with a senior advisor on a full book of high-net-worth clients.
• Attend client meetings from day one and participate in planning discussions across estate, tax, investment, and retirement planning.
• Deliver comprehensive financial planning while maintaining a team‑oriented, non-sales culture.

Skills

Wealth management

Financial planning

Client relationship building

Public speaking

Ownership track

Collaborative mindset

Education

Series 65 license

CFP designation (preferred)

Job description

The Well in New Hope, PA is seeking an Associate Advisor to join a collaborative wealth management team. You will work alongside a senior advisor on high‑net‑worth client relationships, participating in client meetings from day one and gaining hands‑on experience across estate, tax, investment, and retirement planning.

This role offers real planning experience in a no‑sales culture, with exposure to ownership paths, equity conversations, and a supportive pod structure.