Senior Wealth Advisor at The Well Senior Wealth Advisor at The Well in Phoenix, Arizona Posted in about 12 hours ago.

Type:

full-time Senior Wealth Advisor $120,000 base + $14,000

• 18,000 discretionary bonus We are hiring a Senior Wealth Advisor on behalf of our client
• a well-established, independently operated wealth management firm in Scottsdale, AZ .

This is not a sales role. There is no cold calling, no prospecting quota, no pressure to hunt. You will be handed an established book of high-net-worth clients and trusted to deliver exceptional, holistic financial planning and service.

What the role looks like:

Service approximately 100-150 HNW households ($50-100M AUM) with a dedicated CSA handling admin and follow-up coordination Develop and present comprehensive financial plans covering investments, estate planning, tax strategy, and more Work with clients holding $500K+ in investable assets

• true high-net-worth relationships Report to a Senior Partner in a firm that has been growing intentionally for over 20 years What sets this firm apart: 4 weeks paid vacation from day one
• and they mean it (no emails, no calls while you are out) Flexibility to work from home once established in the role Dedicated CSA support so you can focus on planning and relationships, not paperwork Ongoing education and professional development fully paid Bi-weekly advisor council meetings
• without partners present
• so your voice actually matters A long-term incentive program tied to firm valuation for advisors who grow with the firm A culture-first team that protects its environment and invests in its people What they are looking for: CFP or ChFC designation Series 7 and Series 66 (or 63/65) Life/Health Insurance license (or willingness to obtain
• firm pays) 5-7+ years of hands-on lead advisor experience with HNW clients Real-world holistic planning experience
• not just institutional or model-based A farmer, not a hunter
• someone who thrives on deepening relationships, not chasing new ones Coachable, collaborative, and genuinely team-oriented This is a rare opportunity to step into a well-supported, high-quality book of business at a firm that has built something worth joining.

Sound like you? Let's talk.