Senior Financial Advisor — in Retirement Planning
Southlake, Tarrant County, Texas, 76092, USA
Listed on 2026-10-17
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
The Well in Southlake, TX is seeking a Senior Financial Advisor/Investment Adviser Representative to guide retirees and pre-retirees through retirement planning using a comprehensive framework. The role features a base salary with commissions and performance bonuses, and a strong path toward long-term professional growth in a small, client-centered firm.
Hybrid in-office and remote work supports client meetings and prep work, with opportunities to shape marketing, operations, and the firm’s
Step into the Senior Financial Advisor — Hybrid Role in Retirement Planning role at The Well in Southlake, TX, United States and grow with us.
This opportunity is part of our work in Finance, Sales.
The advertised compensation is 70.000 - 75.000.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).