The Well · 8 hours ago
Wealth Management Advisor
Minneapolis, MN
Full-time
Onsite
Senior Level
$150K/yr - $200K/yr
5+ years expThe Well is looking for an experienced Wealth Advisor who is passionate about building long-term relationships and guiding high-net-worth clients through the complexities of wealth management. In this role, you'll work with a wide range of clients, offering personalized strategies while backed by a sophisticated platform in the industry.
Staffing & Recruiting
Responsibilities
Build strong, lasting relationships with high-net-worth clients, helping them navigate complex financial decisions
Deliver tailored advice across wealth, tax, estate, and philanthropic planning
Collaborate with a dedicated team of specialists to create customized solutions
Expand your network through community engagement and trusted partnerships
Represent a firm known for its integrity, personalized service, and innovative approach
Qualification
Required
5-10 years of financial services experience working with high-net-worth clients
Strong, established network and the ability to cultivate meaningful relationships
Passion for helping clients make informed decisions about their financial future
Communication skills and an ability to connect with people on a deeper level
Genuine interest in ongoing professional development and staying ahead of industry trends
Benefits
Comprehensive Benefits : Including medical, dental, and vision insurance
401(k) Plan : Secure your future with retirement savings support
Time Off : Paid holidays and generous PTO to recharge and reset
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