The Well
Senior Financial Consultant (Business Development)
Company:
Growing, independent fee-only RIA headquartered in Texas and Colorado
Compensation:
Target $150,000–$225,000+ (base/draw + production) with upside based on results
Overview:
Lead growth through the Schwab Advisor Network and other referral channels as the tip of the spear for business development.
Why this role?
Elite Schwab referral access – step into an established, high‑potential referral program
$2B+ AUM, value‑focused RIA serving pre‑retirees and retirees (~$2M+ average client)
Collaborative, team based
Entrepreneurial runway – leadership is open to new ideas and fast implementation
What you’ll do:
Tell the firm’s story, earn trust, and become the go‑to RIA for referrals
Meet with referred prospects, listen deeply, and convert them into long‑term clients
Partner closely with advisors, planning, and operations to ensure a world‑class onboarding experience
What you bring:
3–5+ years in wealth management, RIA, Schwab/Fidelity, or private client BD
Proven track record of originating and closing new relationships
Series 65/66 (or ability to obtain in a reasonable timeframe)
Coachable, collaborative, and comfortable in a high‑expectation, high‑support environment
What’s on the table:
Target total comp in the $150K–$225K+ range (base/draw + revenue share)
Health, 401(k) with match, disability, life
Hybrid schedule (3 days in‑office / 2 remote) + 30‑day sabbatical every 5 years
Austin, Texas Metropolitan Area
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Growing, independent fee-only RIA headquartered in Texas and Colorado
Compensation:
Target $150,000–$225,000+ (base/draw + production) with upside based on results
Overview:
Lead growth through the Schwab Advisor Network and other referral channels as the tip of the spear for business development.
Why this role?
Elite Schwab referral access – step into an established, high‑potential referral program
$2B+ AUM, value‑focused RIA serving pre‑retirees and retirees (~$2M+ average client)
Collaborative, team based
Entrepreneurial runway – leadership is open to new ideas and fast implementation
What you’ll do:
Tell the firm’s story, earn trust, and become the go‑to RIA for referrals
Meet with referred prospects, listen deeply, and convert them into long‑term clients
Partner closely with advisors, planning, and operations to ensure a world‑class onboarding experience
What you bring:
3–5+ years in wealth management, RIA, Schwab/Fidelity, or private client BD
Proven track record of originating and closing new relationships
Series 65/66 (or ability to obtain in a reasonable timeframe)
Coachable, collaborative, and comfortable in a high‑expectation, high‑support environment
What’s on the table:
Target total comp in the $150K–$225K+ range (base/draw + revenue share)
Health, 401(k) with match, disability, life
Hybrid schedule (3 days in‑office / 2 remote) + 30‑day sabbatical every 5 years
Austin, Texas Metropolitan Area
#J-18808-Ljbffr