Financial Advisor at The Well Financial Advisor at The Well in Glen Echo, Maryland Posted in 21 days ago.

Type:

full-time Lead Financial Advisor | McLean, VA | Hybrid ????

Compensation:

Base salary in the high $100s-low/mid $200s + performance bonus + long-term equity/succession opportunity Ready to lead relationships, not just service them? We're hiring a Lead Financial Advisor on behalf of our client-a growing, independent, fee-only wealth management firm based in McLean, VA. This firm does real financial planning -deep tax and estate planning work for business owners, law firm partners, and other clients with complex financial lives. No sales quotas, no siloed roles, no single-rainmaker pressure. Just a true team model built for advisors who want to go deep, not just go wide. Why this role? Lead full-service relationships for high-net-worth clients ($3-4M average, up to $40M) Collaborate with a tight-knit team of advisors instead of carrying a book alone Grow toward long-term equity as the firm plans for internal succession Enjoy a hybrid schedule with remote Fridays What you bring: CFP® required (no exceptions) + Series 65 A track record leading complex, high-net-worth client relationships Deep tax and estate planning expertise A team-first mindset -this isn't the seat for someone who wants to run their own show Sound like your next move? Let's talk.