Independent Wealth Advisor: Established Client Book
Listed on 2026-10-07
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management, Financial Sales
The Well in Texas seeks a Wealth Advisor to own and grow an established book of client relationships within an independent fiduciary‑first RIA. You will present financial plans and investment recommendations with full independence and leverage firm-generated leads from a national program and CPA referrals.
5+ years in wealth management and proper Series licenses are required, with a track record of growing a book.
Are you ready to take on the Independent Wealth Advisor:
Grow an Established Client Book role at The Well?
We are currently recruiting a Independent Wealth Advisor:
Grow an Established Client Book for our team in San Antonio, TX, United States.
This is a strong position to take on the Independent Wealth Advisor:
Grow an Established Client Book role at The Well.
As a Independent Wealth Advisor:
Grow an Established Client Book, you will play an important part at The Well in San Antonio, TX, United States.
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