The Well · 4 weeks ago
Financial Planner
Winter Garden, FL
Full-time
Onsite
Entry, Mid LevelThe Well is a growing wealth advisory firm, and they are seeking a Financial Planner. This role involves client interaction, detailed planning work, and supporting advisors in a collaborative team environment.
Staffing & Recruiting
Hiring Manager
Ashlee Klingler
Responsibilities
Engage with clients to understand goals and planning needs
Support advisors in meetings and prep detailed follow-ups
Maintain accurate CRM and planning software data
Run analyses, planning scenarios, and investment recommendations
Ensure compliance standards and planning procedures are met
Qualification
Required
Experience in financial planning or advisory support
Series 7, 63, 65/66 + insurance licensing
Progress toward CFP®
Strong communication and organizational skills
Company
The Well
Your biggest constraint is not AUM. It is people. If you lead a wealth management business, you already know this.
Founded in 2023
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Steven Perry
Founder
Company data provided by crunchbase