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.
What makes this different:
- 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
Who they are looking for:
- 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
The firm is especially interested in advisors who:
- 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
Flexible Compensation - Tailored to Your Experience and Situation
-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.
Sound like you? Let's talk.
Financial Advisor in greater phoenix area at Unknown Company
This position is listed as full time and able to be worked remotely.