Wealth Advisor

About the Company

THE WELL LinkedIn Post $150,000 - $175,000 base salary (years 1-2) | Significant performance upside | Equity path | McLean, VA | Hybrid

Please ensure you read the below overview and requirements for this employment opportunity completely.

We are recruiting a Wealth Advisor on behalf of our client - a growing independent RIA based in McLean, Virginia.

About the Role

This is not a typical advisor seat. You will step into a high-visibility role with a clear runway: transition a retiring advisor's $80M book, work inbound leads, and build your own business - all backed by a full support team so you can stay focused on clients.

Responsibilities

• Transition a retiring advisor's $80M book.
• Work inbound leads.
• Build your own business.
• Stay focused on clients while a full support team handles back-office work.

What makes this opportunity different

• A dedicated central planner, client service team, and trader handle the back-office work - you focus on relationships and planning
• In-house tax department with two CPAs on staff - a genuine differentiator for clients
• Performance-based comp after year two with real upside (a tenured advisor at this firm was on pace for $650K before departing)
• Potential equity buy-in for the right long-term candidate - the firm has no plans to sell
• Hybrid flexibility with autonomy to manage your schedule like a professional

Qualifications

• CFP certification (or advanced designations with CFP in progress)
• 5+ years of client-facing wealth management or financial planning experience

Required Skills

• Hands-on financial planning skills - you lead the plan, not just refer it up the chain
• Experience managing client relationships AND developing new business
• eMoney proficiency or comparable planning platform experience
• A long-term mindset and interest in growing with a firm, not just through it

Preferred Skills

• Local candidates in the DC/Maryland/Virginia area are strongly preferred. xhqgsiq

Pay range and compensation package

$150,000 - $175,000 base salary (years 1-2) | Significant performance upside | Equity path

The comp structure (after year two)

• Base: 15% of self-generated production (paid semi-monthly)
• Variable: 20% of total production under management (paid monthly)
• Example: $1M self-generated production = $350,000 total comp

Benefits include

• Health, dental, and vision (3 plan options)
• 401(k) with up to 4% company match
• Unlimited PTO
• Large-company benefits through a PEO

Sound like you? Let's talk.