The Well · 8 hours ago
Financial Advisor
Atlanta Metro
Full-time
Hybrid
Mid, Senior Level
$100K/yr - $125K/yr
5+ years expThe Well is a growing, independent wealth management and financial planning firm based in Metro Atlanta. They are seeking a Financial Advisor (Associate/Servicing) to help manage a recently acquired client base while building their own book with internal support and mentorship.
Staffing & Recruiting
Responsibilities
Serve as a relationship-focused advisor for an existing client book, supporting a smooth transition and high-touch service
Lead and participate in client meetings (in-person and Zoom), including reviews, planning conversations, and implementation follow-ups
Develop trust-based client relationships that naturally generate referrals and additional assets
Build through centers of influence (COIs) and networking (attorneys, CPAs, business owners, etc.)
Partner with internal planning, trading, and administrative resources so you can stay focused on client-facing work
Use model portfolios when appropriate, while thoughtfully customizing when it’s in the client’s best interest
Document client interactions and planning action items, and maintain strong follow-through on commitments
Qualification
Required
5–10+ years of financial planning and wealth management experience (planning exposure is important)
Active securities licensing required and Life & Health License
Comfortable advising through a planning-first, client-first lens (no product quotas)
Tech-savvy and able to learn new systems quickly (financial planning, tax, and workflow tools)
High EQ, authentic communication style, and a team-first mindset (collaborative, coachable)
Enjoys educating clients and simplifying complexity without talking down to people
Preferred
CFP® preferred; if not currently held, strong willingness to obtain
Series 7 + 66 preferred; equivalent combinations considered
Benefits
Health insurance: employer covers 100% of the employee (individual) premium; family coverage available through the group plan
Group benefits available (e.g., disability and life insurance)
401(k): safe-harbor style match (up to ~4% employer match when the employee contributes 5%)
Professional development support (reimbursement for certain designations/certifications upon passing)
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
Funding
Current Stage
Early StageLeadership Team
Steven Perry
Founder
Company data provided by crunchbase