The Well · 3 days ago
Wealth Manager
Houston, TX
Full-time
Onsite
Mid, Senior Level
3+ years expThe Well is a growing UHNW/HNW wealth management firm seeking a Wealth Manager. This role is essential for client engagement, involving deep planning work, written recommendations, and proposal development, along with disciplined implementation follow-through.
Staffing & Recruiting
Hiring Manager
Ally Hansen, AIRS, PRC, RLC
Responsibilities
Build and maintain client financial plans, analysis, and written recommendations
Create proposals across advisory + insurance solutions and coordinate implementation
Monitor strategies and recommend updates as goals change
Mentor CSAs and help elevate planning quality firmwide
Qualification
Required
3–7 years financial services experience
Series 65 + Life/Health license
Comfortable working in Salesforce/Orion/eMoney (or similar)
Preferred
CFP (or similar designation) strongly preferred
Location: Houston (in-office preferred, flexibility to work hybrid after training)
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