The Well · 2 hours ago
Certified Financial Planner
San Antonio, Texas Metropolitan Area
Full-time
Hybrid
Mid Level
$120K/yr - $150K/yrThe Well is a growing hybrid retirement-focused wealth management firm in Central Texas, seeking a Certified Financial Planner to join their team. The role involves building long-term relationships with retirees, guiding them through retirement income and distribution strategies, and collaborating with internal teams to ensure client satisfaction.
Staffing & Recruiting
Hiring Manager
Ally Hansen, AIRS, PRC, RLC
Responsibilities
Join post-close meetings and co-create retirement plans with the closing advisor
Lead ongoing review meetings, answer client questions, and provide clear, empathetic guidance
Partner with internal teams to ensure smooth onboarding, transfers, and account maintenance
Nurture relationships so referrals and retention stay strong as the firm grows
Contribute ideas as the firm expands across Central Texas
Throwing the ball here and there for the office dog, Bella!
Qualification
Required
CFP required
Experience as a Financial Advisor, Service Advisor, or Financial Planner working directly with clients
Passion for working with pre-retirees and retirees on income and distribution planning
Required licensing: Series 65 or Series 7 + 63, plus life & health insurance
Comfortable with planning software and learning new tools
High emotional intelligence and the ability to handle direct, candid feedback
Polished, professional presence with a steady, calm communication style
Benefits
401(k) with safe harbor match
Unlimited PTO (if not abused)
Health/dental/vision with 75% of family premiums covered
Half-day Fridays
The office closed from Christmas Eve through New Year’s
Company
The Well
Your biggest constraint is not AUM. It is people. If you lead a wealth management business, you already know this.
Founded in 2023
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Steven Perry
Founder
Company data provided by crunchbase