The Well · 20 hours ago
Service Advisor
Alpharetta, GA
Full-time
Onsite
Mid, Senior Level
$90K/yr - $100K/yr
5+ years expThe Well is one of the nation’s fastest-growing RIAs, and they are seeking a Service Advisor to join their expanding team. The role involves serving as the primary contact for client relationships, delivering comprehensive financial advice, and collaborating with an advisory team to foster growth.
Staffing & Recruiting
Hiring Manager
Stacy McIntee
Responsibilities
Serve as the primary contact for a growing book of client relationships
Deliver advice across investment planning, tax planning, estate/legacy planning, insurance, education funding, and more
Conduct client reviews, interpret financial data, and proactively adjust strategies to meet evolving goals
Collaborate with a supportive advisory team while building referral-based growth
Qualification
Required
Bachelor's degree in Finance/related field (required)
Active Series 65/66 license, CFP®, CFA®, ChFC®, or CIC required
5+ years of wealth management or client service experience
Strong financial planning expertise and exceptional communication skills
Benefits
Comprehensive health, dental, and vision insurance
401(k) with company match
PTO + paid holidays
Company
The Well
Your biggest constraint is not AUM. It is people. If you lead a wealth management business, you already know this.
11-50 employees
H1B Sponsorship
The Well has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2021 (2)
2020 (1)
Funding
Current Stage
Early StageLeadership Team
Steven Perry
Founder
Company data provided by crunchbase