The Well · 21 hours ago
Associate Advisor
Tysons Corner, VA
Full-time
Onsite
Mid Level
3+ years expThe Well is a growing wealth management firm seeking an Associate Advisor to support senior advisors and deepen client exposure. The role involves assisting with financial planning, investment analysis, and gradually taking on more client-facing responsibilities as the advisor gains experience.
Staffing & Recruiting
Responsibilities
Support senior advisors in client meetings, analysis, and follow-up
Assist with comprehensive financial planning across retirement, tax, estate, insurance, and cash flow
Prepare investment analysis and portfolio recommendations
Participate in ongoing client review meetings and implementation work
Coordinate with client service and operations to deliver a seamless client experience
Gradually assume more client-facing responsibility as readiness and performance allow
Qualification
Required
CFP® designation required
Approximately 3+ years of advisory or associate advisor experience
Solid foundation in investments and financial planning
Experience with planning software such as eMoney (or similar)
Strong communication skills and comfort interacting with HNW clients
Coachable, driven, and eager to grow into a senior advisory role
Team-first mindset with high attention to detail and follow-through
Preferred
Series 7 and Series 66
Benefits
Comprehensive benefits
401(k) with firm match
Business expense support
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