The Well · 11 hours ago
Financial Advisor
Oklahoma City, OK
Full-time
Hybrid
Mid, Senior Level
$100K/yr - $150K/yrThe Well is a fast-growing, fee-only wealth management firm in Tulsa, seeking a Financial Advisor to serve and expand a high-net-worth client base. The role involves bringing in relationships, leading planning and investment conversations, and contributing to the firm's growth and future expansion.
Staffing & Recruiting
Responsibilities
Bring in HNW and UHNW relationships through your network
Lead planning + investment conversations with full team support
Use direct indexing + private markets in customized portfolios
Drive smooth, tax-aware asset transitions
Contribute to firm growth + future expansion
Qualification
Required
HNW advisory experience
A real, activatable network
Collaborative, low-ego approach
Preferred
Series 65/66 preferred
CFP preferred
Benefits
Full benefits
401(k) match
Equity potential for impact players
Employer-paid benefits
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