Lead Financial Advisor

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

$/yr - $/yr

Base salary around $150,000 + bonus
, with significant long‑term upside through a variable compensation structure tied to fees generated.

We’re partnering with a fast‑growing hybrid wealth management firm in Tysons, VA, to find their next Lead Financial Advisor
.

This is a rare chance to step into a thriving, well‑established team already managing $1B+ in assets
—with robust referral sources and steady custodian lead flow.

No cold prospecting. No pressure to build from scratch. Just meaningful client work with high‑net‑worth households who value deep relationships and sophisticated advice.

You’ll join a collegial, growth‑oriented office where results, client impact, and team collaboration truly come first.

• Serve as the primary relationship manager for a growing roster of HNW and UHNW client households.
• Lead client meetings from day one, driving both investment and planning conversations.
• Work hands‑on with highly customized, non‑discretionary portfolios
  .
• Represent the firm in local Fidelity and Schwab branches
  , including delivering educational presentations.
• Partner closely with an associate advisor and client service manager to deliver a high‑touch, white‑glove experience
  .

• An experienced Lead Advisor serving HNW clients.
• Confident discussing investments, portfolio construction, and strategy
  —not only planning.
• Strong foundation in comprehensive financial planning; eMoney experience a plus.
• Series 7 & 66 strongly preferred. CFP® candidates with a 66 who can obtain the 7 in an agreed timeline may be considered.
• An engaging communicator with the presence to speak at branch events and client‑facing programs.
• Ability to work on‑site full‑time in Tysons, with local branch travel.
• A team‑first, low‑ego culture where everyone rolls up their sleeves.
• Leadership that values autonomy, accountability, and results
  .
• Competitive comp structure with mid‑six‑figure upside potential through variable compensation over time.
• Subsidized medical, dental, and vision insurance + competitive 401(k) match.
• High‑end office space connected to Tysons Galleria—with upgrades underway to make it even better.

• If this sounds like your next big step,
  apply directly here on Linked In.