Financial Advisor
wellSacramento, CA
Financial Advisor
L5
wellSacramento, CA16 days ago
Occupations
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsFinancial ManagersIndustries
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesInvestment Banking and Securities IntermediationAre 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.
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Level
SeniorL5
Location
Sacramento, CA
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
16 days ago
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