The Well · 19 hours ago
Financial Advisor
Austin, Texas Metropolitan Area
Full-time
Hybrid
Mid, Senior Level
$130K/yr - $160K/yr
3+ years expThe Well is a growing, independent fee-only RIA serving pre-retirees and retirees nationwide. They are seeking a Senior Financial Advisor to manage relationships with clients, lead planning meetings, and deliver high-quality client experiences.
Staffing & Recruiting
Hiring Manager
Ally Hansen, AIRS, PRC, RLC
Responsibilities
Manage and deepen relationships with pre-retiree/retiree households
Lead planning meetings, retirement income strategy, and investment guidance
Partner with BD and planning teams for new client onboarding
Deliver a high-quality client experience with strong follow-through
Qualification
Required
3–5+ years in wealth management or RIA advising
Strong planning background, especially in retirement and income
Series 65/66 required
Warm communicator, great listener, and strong team player
Preferred
CFP® preferred
Benefits
Health insurance
401(k) match
Disability
Life
Hybrid schedule
30-day sabbatical every 5 years
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
Company data provided by crunchbase