Financial Advisor

Are you a financial advisor ready to stop fighting your back office and start building the practice you've always envisioned?

The Well is recruiting on behalf of a fast-growing independent RIA that has tripled its AUM in four years - entirely through organic, referral-driven growth. They are adding Financial Advisors nationwide and want entrepreneurial, client-first advisors who are ready for their best years.

• Full operations, compliance, and technology support - you focus on clients and growth, they handle the rest
• Institutional-quality portfolio management available if you want it - or not, if you don't
• Flexible compensation structured around your situation, not a rigid grid
• Remote-friendly - work from anywhere in the country
• Mentorship from a 30+ year industry veteran who has written multiple books on investing
• Access to elite custodial resources and best practices built on decades of data
• A collaborative, tight-knit team that celebrates each other's wins

• Series 65 (or equivalent) licensed advisors in good standing
• Entrepreneurial self-starters who generate their own business
• Advisors with a fiduciary mindset and unquestioned integrity
• Strong communicators who build deep, long-term client relationships
• CFP designation is a plus - not a requirement
• Existing book of business is welcome - but not required for the right candidate
• Clean compliance record and clear ownership of client relationships

• Are tired of operational burdens eating into client time
• Want a true partner, not just a platform
• Are motivated to grow and believe their best years are still ahead
• Value a culture where 1+1=3

-Depending on portable book of business

-Base plus bonus available with no book

This is a national search. Phoenix, AZ candidates are of particular interest, but all geographies are welcome.