The Well
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Direct message the job poster from The Well
Are you ready to take your career to the next level with a firm that provides everything you need to succeed—warm leads, a high-performing team, and real growth potential?
We’re hiring on behalf of our client, a dynamic retirement-focused RIA. They’re expanding in the Roseville market and are looking for a charismatic Lead Financial Advisor ready to thrive in a people-first, performance-driven culture.
Why You’ll Love It:
$185K–$225K Year 1, $275K+ Year 2
All leads generated by the firm—no prospecting or cold calls
Present at 2–3 monthly educational events
Full internal support from marketing and operations
Competitive benefits + 401(k), annual team trips, and more
What You’ll Do:
Lead client relationships and conduct 4-meeting planning process
Convert warm prospects into lifelong clients
Collaborate with internal teams for seamless onboarding
What You Bring:
At least 2 years of sales or advisory experience
Strong communicator with high EQ and integrity
Comfortable with annuities and holistic retirement planning
Team player with drive to build a great book of business
This role is a game changer for advisors tired of being both the rainmaker and the closer. If you're ready to level up, apply now!
Seniority level Entry level
Employment type Full-time
Job function Sales, Business Development, and Finance
#J-18808-Ljbffr
Get AI-powered advice on this job and more exclusive features.
Direct message the job poster from The Well
Are you ready to take your career to the next level with a firm that provides everything you need to succeed—warm leads, a high-performing team, and real growth potential?
We’re hiring on behalf of our client, a dynamic retirement-focused RIA. They’re expanding in the Roseville market and are looking for a charismatic Lead Financial Advisor ready to thrive in a people-first, performance-driven culture.
Why You’ll Love It:
$185K–$225K Year 1, $275K+ Year 2
All leads generated by the firm—no prospecting or cold calls
Present at 2–3 monthly educational events
Full internal support from marketing and operations
Competitive benefits + 401(k), annual team trips, and more
What You’ll Do:
Lead client relationships and conduct 4-meeting planning process
Convert warm prospects into lifelong clients
Collaborate with internal teams for seamless onboarding
What You Bring:
At least 2 years of sales or advisory experience
Strong communicator with high EQ and integrity
Comfortable with annuities and holistic retirement planning
Team player with drive to build a great book of business
This role is a game changer for advisors tired of being both the rainmaker and the closer. If you're ready to level up, apply now!
Seniority level Entry level
Employment type Full-time
Job function Sales, Business Development, and Finance
#J-18808-Ljbffr