The Well · 9 hours ago
Financial Advisor
Dublin, OH
Full-time
Onsite
Entry, Mid Level
2+ years expThe Well is a well-established financial services firm headquartered in Dublin, OH, supporting clients across Ohio and Alabama. They are seeking a licensed Financial Advisor who will manage and grow relationships with a diverse client base while working in a sales-oriented environment.
Staffing & Recruiting
Hiring Manager
Stacy McIntee
Responsibilities
Manage and grow relationships with a diverse client base (corporate employees, healthcare professionals, insurance professionals, and retirees)
Actively prospect, follow up, and work a database
Close AUM and annuity business
Operate in a W-2, 100% onsite office environment
Be part of a fast-moving, performance-driven team
Qualification
Required
Series 65 and Insurance licenses required
At least 2 years of experience as a Financial Advisor
Comfortable with sales conversations and closing business
Entrepreneurial mindset within a structured firm
Local to the Columbus area (relocation not preferred)
Benefits
10 days PTO + paid holidays
401(k) with 3% match after one year
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