Wealth Advisor at The Well Wealth Advisor at The Well in Merrifield, Virginia Posted in 2 days ago.

Type:

full-time About the Company

THE WELL

Post $150,000

• $175,000 base salary (years 1-2) | Significant performance upside | Equity path | McLean, VA | Hybrid We are recruiting a Wealth Advisor on behalf of our client
• a growing independent RIA based in McLean, Virginia. About the Role This is not a typical advisor seat. You will step into a high-visibility role with a clear runway: transition a retiring advisor's $80M book, work inbound leads, and build your own business
• all backed by a full support team so you can stay focused on clients. Responsibilities Transition a retiring advisor's $80M book. Work inbound leads. Build your own business. Stay focused on clients while a full support team handles back-office work. What makes this opportunity different A dedicated central planner, client service team, and trader handle the back-office work
• you focus on relationships and planning In-house tax department with two CPAs on staff
• a genuine differentiator for clients Performance-based comp after year two with real upside (a tenured advisor at this firm was on pace for $650K before departing) Potential equity buy-in for the right long-term candidate
• the firm has no plans to sell Hybrid flexibility with autonomy to manage your schedule like a professional Qualifications CFP certification (or advanced designations with CFP in progress) 5+ years of client-facing wealth management or financial planning experience Required Skills Hands-on financial planning skills
• you lead the plan, not just refer it up the chain Experience managing client relationships AND developing new business eMoney proficiency or comparable planning platform experience A long-term mindset and interest in growing with a firm, not just through it Preferred Skills Local candidates in the DC/Maryland/Virginia area are strongly preferred. Pay range and compensation package $150,000
• $175,000 base salary (years 1-2) | Significant performance upside | Equity path The comp structure (after year two)

Base:

15% of self-generated production (paid semi-monthly)

Variable:

20% of total production under management (paid monthly)

Example:

$1M self-generated production = $350,000 total comp Benefits include Health, dental, and vision (3 plan options) 401(k) with up to 4% company match Unlimited PTO Large-company benefits through a PEO Sound like you? Let's talk.