Financial Advisor
wellSavannah (GA)
About the role
Are you a financial advisor ready to stop fighting your back office and start building the practice you've always envisioned? The Well is recruiting on behalf of a fast-growing independent RIA that has tripled its AUM in four years - entirely through organic, referral-driven growth. They are adding Financial Advisors nationwide and want entrepreneurial, client-first advisors who are ready for their best years. What makes this different: Full operations, compliance, and technology support - you focus on clients and growth, they handle the rest Institutional-quality portfolio management available if you want it - or not, if you don'tFlexible compensation structured around your situation, not a rigid grid Remote-friendly - work from anywhere in the country Mentorship from a 30+ year industry veteran who has written multiple books on investing Access to elite custodial resources and best practices built on decades of data A collaborative, tight-knit team that celebrates each other's wins Who they are looking for: Series 65 (or equivalent) licensed advisors in good standing Entrepreneurial self-starters who generate their own business Advisors with a fiduciary mindset and unquestioned integrity Strong communicators who build deep, long-term client relationshipsCFP designation is a plus - not a requirement Existing book of business is welcome - but not required for the right candidate Clean compliance record and clear ownership of client relationships The firm is especially interested in advisors who: Are tired of operational burdens eating into client time Want a true partner, not just a platform Are motivated to grow and believe their best years are still ahead Value a culture where 1+1=3Flexible Compensation - Tailored to Your Experience and Situation-Depending on portable book of business-Base plus bonus available with no book This is a national search. Phoenix, AZ candidates are of particular interest, but all geographies are welcome. Sound like you? Let's talk.
Before you apply
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Your profile is current
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Two examples you can talk through
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A number in mind
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Your notice period
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