The Well · 13 hours ago
Financial Advisor
The Woodlands, TX
Full-time
Onsite
Mid, Senior Level
3+ years expThe Well is a well-established independent wealth management firm serving pre-retirees and retirees through holistic, relationship-driven planning. They are hiring a Producing Financial Advisor who will focus on discovery, planning, and closing, with strong internal support and uncapped earning potential as AUM and production grow.
Staffing & Recruiting
Hiring Manager
Ally Hansen, AIRS, PRC, RLC
Responsibilities
Firm-generated leads via educational dinner seminars
Focus on discovery, planning, and closing — not marketing logistics
Strong internal support (planning, operations, marketing, insurance)
Uncapped earning potential as AUM and production grow
Qualification
Required
3–5+ years client-facing advisory experience
Series 65
Comfortable discussing annuities as part of a holistic plan
Consultative, relationship-first selling style
Preferred
insurance license preferred
Benefits
Firm-generated leads via educational dinner seminars
Strong internal support (planning, operations, marketing, insurance)
Uncapped earning potential as AUM and production grow
Production incentives with uncapped upside
Growing AUM payout over time
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