The Well · 8 hours ago
Financial Advisor
Grand Rapids Metro
Full-time
Onsite
Mid, Senior Level
$100K/yr - $125K/yr
4+ years expThe Well is a growing wealth management firm with a strong marketing engine and a relationship-first model. They are seeking a Lead Financial Advisor to guide clients through a structured planning process and convert them into long-term clients.
Staffing & Recruiting
Responsibilities
Lead client discovery meetings and deliver comprehensive retirement-focused planning
Convert warm leads (including seminar/event attendees) into clients through a structured process
Present recommendations across investment, risk management, and retirement income strategies
Own primary client relationships post-close with strong internal support
Partner with leadership to refine process, messaging, and client experience
Participate in occasional evening events (seminars/workshops)
Qualification
Required
4–7+ years of client-facing advisory experience with demonstrated closing success
Comfort leading client meetings end-to-end (discovery → plan → close → ongoing relationship)
Organized, process-driven, and confident communicating recommendations
Licenses: Series 65 (or equivalent) and Life & Health (active or able to obtain quickly)
Preferred
CFP® strongly preferred (or similar advanced planning background)
Benefits
Health coverage
Retirement plan
PTO
Company
The Well
Your biggest constraint is not AUM. It is people. If you lead a wealth management business, you already know this.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Steven Perry
Founder
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