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Financial Advisor at The Well Financial Advisor at The Well in Cleveland, Ohio Posted in 10 days ago.

Type:

full-time About the Company

THE WELL

Post We are hiring experienced Financial Advisors on behalf of our client

•an established independent RIA and wealth management firm with approximately $19 billion in AUM. About the Role We are hiring experienced Financial Advisors for three territories. These are remote roles

•but you must be based within approximately a 2-3 hour drive of your territory. This is not a work-from-anywhere opportunity; it is a chance to own and grow a local market. Responsibilities Drive organic business development through networking, COI relationships, and community presence Service and retain existing client relationships within your territory Build and deliver comprehensive financial plans, leading client meetings from start to finish Collaborate with an internal planning team and relationship managers on complex situations Grow both new client AUM and wallet share of existing clients Three territories are open: Cleveland, OH Pittsburgh, PA Eastern New YorkState (Syracuse, Albany, or Utica area) These are remote roles

•but you must be based within approximately a 2-3 hour drive of your territory. This is not a work-from-anywhere opportunity; it is a chance to own and grow a local market. Qualifications Bachelor's degree required Required Skills Advisors with 5+ years of true wealth management experience at an independent or mid-size RIA Advisors with a portable book of business or a strong client network built organically Self-starters who are energized by community engagement and building their own pipeline Series 7 and Series 66 licensed (or willing to obtain

•firm will sponsor) Preferred Skills CFP a plus, not required Pay range and compensation package

Base Salary:

$75,000

•$150,000

+ Performance Bonus

+ New Business Incentive

+ AUM Retention Bonus What the

Compensation Looks Like Base:

$75,000

•$150,000 (5+ year advisors typically $90,000

•$150,000) Annual performance bonus: 25% of base New business incentive: 40% of net revenue on territory new business Retention bonus: 3% of total territory AUM at quarter end This Is Not the Right Fit If... Your business development experience has relied on an institutional or bank-provided client pipeline You are primarily service and planning focused with limited appetite for new business generation You are not located in or willing to relocate to one of the three territories Sound like you? Let's talk.