The Well · 4 weeks ago
Lead Financial Advisor
Tysons Corner, VA
Full-time
Onsite
Senior Level
$150K/yr - $150K/yrThe Well is a fast-growing hybrid wealth management firm in Tysons, VA, seeking a Lead Financial Advisor. This role involves managing relationships with high-net-worth clients, leading investment discussions, and delivering tailored financial advice without the pressure of cold prospecting.
Staffing & Recruiting
Hiring Manager
Stacy McIntee
Responsibilities
Serve as the primary relationship manager for a growing roster of HNW and UHNW client households
Lead client meetings from day one, driving both investment and planning conversations
Work hands-on with highly customized, non-discretionary portfolios
Represent the firm in local Fidelity and Schwab branches, including delivering educational presentations
Partner closely with an associate advisor and client service manager to deliver a high-touch, white-glove experience
Qualification
Required
CFP® required
An experienced Lead Advisor serving HNW clients
Confident discussing investments, portfolio construction, and strategy —not only planning
Strong foundation in comprehensive financial planning
An engaging communicator with the presence to speak at branch events and client-facing programs
Ability to work on-site full-time in Tysons, with local branch travel
Preferred
Series 7 & 66 strongly preferred. CFP® candidates with a 66 who can obtain the 7 in an agreed timeline may be considered
eMoney experience a plus
Benefits
Subsidized medical, dental, and vision insurance
Competitive 401(k) match
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