Financial AdvisorThe Well • Houston, TX, United States
Financial Advisor
The Well • Houston, TX, United States
[job_card.variable_hours_ago]
[job_preview.job_type]
- [job_card.full_time]
[job_card.job_description]Experience as Lead Advisor, Wealth Advisor, or Senior Associate Advisor Strong planning expertise : retirement planning, income strategy, risk management High emotional intelligence and communication skills Entrepreneurial mindset with a team-first approach Ability to bring trusted client relationships over time Series 65 / 66 required; Series 7 preferred; Life / Health required CFP® strongly preferred; degree optional Bonus : 5% firmwide revenue pool 401(k) with 5% match 50% employer-paid healthcare Flexible PTO Long-term profit-interest opportunity
LEAD ADVISOR
LOCATION
Houston, TX (On-Site)
COMPENSATION
$70,000–$100,000 base salary (depending on experience) + bonus + long-term profit-interest potential.
OVERVIEW
We’re hiring a Lead Advisor on behalf of our client; a growing independent wealth management firm with strong inbound lead flow and a structured, planning-first service model. This role supports ongoing expansion and offers a clear track to Senior Advisor.
FIRM OVERVIEW
Independent, planning-led firm with $325M AUM and multi-custodial capabilities. Clients include corporate professionals, retirees, and high-net-worth families. Strong marketing engine (SmartAsset, YouTube, SEO) generating warm leads. Culture is direct, collaborative, and accountability-driven.
ROLE RESPONSIBILITIES
- Lead comprehensive financial planning and retirement-income conversations
- Manage and deepen client relationships
- Convert warm inbound leads into long-term clients
- Collaborate with CIO, Associate Advisors, and client service
- Implement firm processes, workflows, planning tools, and CRM protocols
- Contribute to organizational growth, efficiency, and culture
IDEAL CANDIDATE
BENEFITS
WORK ENVIRONMENT
On-site role in Houston with flexibility after onboarding. Dallas candidates considered with office space provided.
If you are a planning-focused advisor seeking structure, warm leads, and growth opportunity, this role is ideal.
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