The Well · 3 days ago
Associate Financial Advisor
The Woodlands, TX
Full-time
Hybrid
Mid, Senior Level
$110K/yr - $120K/yr
3+ years expThe Well is an independent RIA managing approximately $1B AUM and serving high-net-worth clients nationwide. They are seeking an Associate Wealth Manager to work with sophisticated HNW households and grow into lead advisor responsibilities within a collaborative team environment.
Staffing & Recruiting
Hiring Manager
Ally Hansen, AIRS, PRC, RLC
Responsibilities
Work with sophisticated HNW households
Grow into lead advisor responsibilities
Operate within a highly collaborative, process-driven team
Qualification
Required
3–5+ years of advisory experience
HNW client exposure
Series 65 (or 7 + 66)
Preferred
CFP preferred
Benefits
Firm-owned book with immediate client exposure
Strong internal support and mentorship
Hybrid flexibility after onboarding
Long-term growth and partnership opportunity
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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