Financial Advisor jobs in United States
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The Well · 23 hours ago

Financial Advisor

positionLoveland, CO
timeFull-time
remoteOnsite
seniorityMid, Senior Level

The Well is a growing, independent wealth management firm, and they are seeking a Lead Financial Advisor. This client-facing role focuses on building trust with prospective clients, presenting recommendations, and closing new relationships while being supported by an experienced operations team.

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

Meet with prospective clients from firm-generated leads
Build trust, present recommendations, and close new relationships
Own client relationships while supported by an experienced ops team
Grow a meaningful book of business over time

Qualification

Client-facing advisory experienceClosing skillsCommunication skillsSeries 65Professional presenceHigh EQMotivation to grow

Required

Client-facing advisory experience
Strong communication and closing skills
Series 65
Professional presence and high EQ
Motivation to grow in a performance-based role

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