The Well · 2 days ago
Associate Vice President
Greater Chicago Area
Full-time
Hybrid
Entry, Mid Level
$100K/yr - $220K/yr
2+ years expThe Well is a fast-growing financial services firm expanding its Wealth Advisory Services in Chicago. They are seeking an Associate Regional Vice President to work closely with senior leadership and engage in client advisory conversations, providing a clear growth trajectory within the wealth management sector.
Staffing & Recruiting
Hiring Manager
Stacy McIntee
Responsibilities
Second chair to the Regional Vice President —learn directly from senior leadership
Hands-on involvement in client and prospect advisory conversations
Strong fit for professionals coming from discount brokerage environments
Clear growth trajectory within wealth management and advisory services
Hybrid schedule with regional impact
Qualification
Required
Bachelor's Degree
2–3 years of experience in financial services
Must have either Series 65, or Series 7 and 66, or willing to obtain within 6 months
Sales-oriented, client-facing mindset
Motivated, coachable, and eager to grow
Willingness to travel up to ~30% within the region
Preferred
Background with firms like Fidelity, Schwab, TD Ameritrade, or E*Trade strongly preferred
Benefits
Bonus tied to new revenue generation
Comprehensive benefits package
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