The Well · 1 day ago
Financial Advisor
Edina, MN
Full-time
Hybrid
Mid, Senior Level
$50K/yr - $75K/yr
2+ years expThe Well is a fast-growing financial services platform that offers a comprehensive suite of services for financial advisors. They are seeking a Financial Advisor who will build and grow their own book of business, manage client relationships, and deliver integrated advice across various financial domains.
Staffing & Recruiting
Responsibilities
Build and grow your own book of business (planning-centric)
Own client relationships: discovery, recommendations, ongoing reviews
Deliver integrated advice across investments, retirement, insurance, and tax coordination
Execute consistent business development with coaching and structure
Qualification
Required
Planning-first mindset; willing to do business development
Coachable, growth-oriented, entrepreneurial
Licensing in combinations such as: 65/66, 7 + 66, or 6/63 + 65 (others considered depending on track/state)
2–7 years experience in a client-facing advisory/financial services role (strong outliers considered)
Preferred
CFP or on the CFP path is a plus
Planning-forward advisors, career changers with sales DNA + licensing willingness, and CPAs/EAs interested in adding wealth management
Benefits
Health insurance
401(k)
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