The Well ยท 2 weeks ago
Financial Advisor Assistant
Minneapolis, MN
Full-time
Onsite
New Grad, Entry LevelThe Well is a growing, client-first wealth management firm known for delivering a high-touch, relationship-driven experience. The Financial Advisor Assistant will support advisors by managing client paperwork, coordinating appointments, and ensuring smooth operations within the office.
Staffing & Recruiting
Hiring Manager
Ally Hansen, AIRS, PRC, RLC
Responsibilities
Supporting advisors with client paperwork, account processing, and follow-up
Coordinating and confirming client appointments to ensure well-prepared meetings
Participating in client meetings to assist with documentation and logistics
Managing inbound client communication by phone, email, and in person with care and professionalism
Building rapport with clients and reinforcing a consistent, high-touch service experience
Maintaining compliance records, investment documentation, and audit-ready files
Protecting sensitive information and upholding strict confidentiality standards
Collaborating across teams to keep workflows moving and issues resolved
Assisting with firm events, internal communications, and culture initiatives
Qualification
Required
Detail-oriented, organized, and dependable
Comfortable working directly with clients and advisors
Calm, professional communicator who builds trust naturally
Preferred
Experience in financial services, operations, or client support is a plus
Someone who values teamwork, service, and long-term relationships
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