Financial Advisor

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This range is provided by The Well Recruiting Solutions. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

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Compensation: Target $150,000–$225,000+ (base/draw + production) with upside based on results

We’re hiring a Senior Financial Consultant (Business Development) on behalf of our client—a growing, independent fee-only RIA with offices in Texas and Colorado. This role is the tip of the spear for growth through the Schwab Advisor Network and other warm referral channels.

Why this role?

• Elite Schwab referral access – step into an established, high-potential referral program
• $2B+ AUM, value-focused RIA serving pre-retirees and retirees (~$2M+ average client)
• Collaborative, team based
• Entrepreneurial runway – leadership is open to new ideas and fast implementation

What you’ll do:

• Tell the firm’s story, earn trust, and become the go-to RIA for referrals
• Meet with referred prospects, listen deeply, and convert them into long-term clients
• Partner closely with advisors, planning, and operations to ensure a world‑class onboarding experience

What you bring:

• 3–5+ years in wealth management, RIA, Schwab/Fidelity, or private client BD
• Proven track record originating and closing new relationships
• Series 65/66 (or ability to obtain in a reasonable timeframe)
• Coachable, collaborative, and comfortable in a high‑expectation, high-support environment

What’s on the table:

• Target total comp in the $150K–$225K+ range (base/draw + revenue share)
• Health, 401(k) with match, disability, life
• Hybrid schedule (3 days in‑office / 2 remote
  ) + 30‑day sabbatical every 5 years

Associate

Full‑time

Finance

Capital Markets, Investment Management, and Financial Services

• Medical insurance
• Vision insurance
• 401(k)

Referrals increase your chances of interviewing at The Well Recruiting Solutions by 2x

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