Lead Financial Advisor jobs in United States
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The Well · 1 day ago

Lead Financial Advisor

positionUnited States
timeFull-time
remoteRemote
senioritySenior Level
date5+ years exp

The Well is a recruiting solutions company seeking a Lead Financial Advisor to join a team-oriented culture focused on holistic financial planning. The role involves leading discovery calls, presenting at workshops, and delivering tailored plans for clients, all while collaborating across teams to provide high-touch client service.

Staffing & Recruiting
Hiring Manager
Ally Hansen, AIRS, PRC, RLC
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Responsibilities

Lead discovery calls, strategy sessions, and client onboarding
Present at workshops and webinars—no prospecting required
Deliver tailored plans for pre-retiree and mass affluent clients
Collaborate across teams to provide high-touch client service

Qualification

Series 65 LicenseLife/Health Insurance License5+ years financial servicesClient advisory experienceRelational skillsSales experienceBusiness closing experienceOrganizational skills

Required

Series 65 (or Series 7/66) + Life/Health Insurance License
5+ years in financial services, sales, or client advisory
Organized, relational, and ready to make an impact
Proof of gathering 15-20M per year in assets
Experience closing new business, not just servicing existing business

Benefits

401(k) with 3% contribution
Health Insurance
PTO - 12 days + holidays in year one

Company

The Well

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Your biggest constraint is not AUM. It is people. If you lead a wealth management business, you already know this.
dateFounded in 2023
location
Peoria, Arizona, US
people-size11-50 employees
web-link
https://thewell.solutions/

Funding

Current Stage
Early Stage

Leadership Team

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Steven Perry
Founder
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Company data provided by crunchbase