Lead Financial Advisor | McLean, VA | Hybrid
💰 Compensation: Base salary in the high $100s–low/mid $200s + performance bonus + long-term equity/succession opportunity
Ready to lead relationships, not just service them? We're hiring a Lead Financial Advisor on behalf of our client—a growing, independent, fee-only wealth management firm based in McLean, VA.
This firm does real financial planning—deep tax and estate planning work for business owners, law firm partners, and other clients with complex financial lives. No sales quotas, no siloed roles, no single-rainmaker pressure. Just a true team model built for advisors who want to go deep, not just go wide.
Why this role?
- Lead full-service relationships for high-net-worth clients ($3–4M average, up to $40M)
- Collaborate with a tight-knit team of advisors instead of carrying a book alone
- Grow toward long-term equity as the firm plans for internal succession
- Enjoy a hybrid schedule with remote Fridays
What you bring:
- CFP® required (no exceptions) + Series 65
- A track record leading complex, high-net-worth client relationships
- Deep tax and estate planning expertise
- A team-first mindset—this isn't the seat for someone who wants to run their own show
Sound like your next move? Let's talk.
Financial Advisor in McLean at The Well
This position is listed as full time and able to be worked remotely. It was posted 4 days ago.