About this opportunity
THE WELL lists this Wealth Advisor opportunity in mc lean, Virginia. Review the employer’s description below for duties, qualifications and application requirements.
Job description
About the Company
THE WELL LinkedIn Post $150,000 - $175,000 base salary (years 1-2) | Significant performance upside | Equity path | McLean, VA | Hybrid
Please ensure you read the below overview and requirements for this employment opportunity completely.
We are recruiting a Wealth Advisor on behalf of our client - a growing independent RIA based in McLean, Virginia.
About the Role
This is not a typical advisor seat. You will step into a high-visibility role with a clear runway: transition a retiring advisor's $80M book, work inbound leads, and build your own business - all backed by a full support team so you can stay focused on clients.
Responsibilities
Transition a retiring advisor's $80M book.
Work inbound leads.
Build your own business.
Stay focused on clients while a full support team handles back-office work.
What makes this opportunity different
A dedicated central planner, client service team, and trader handle the back-office work - you focus on relationships and planning
In-house tax department with two CPAs on staff - a genuine differentiator for clients
Performance-based comp after year two with real upside (a tenured advisor at this firm was on pace for $650K before departing)
Potential equity buy-in for the right long-term candidate - the firm has no plans to sell
Hybrid flexibility with autonomy to manage your schedule like a professional
Qualifications
CFP certification (or advanced designations with CFP in progress)
5+ years of client-facing wealth management or financial planning experience
Required Skills
Hands-on financial planning skills - you lead the plan, not just refer it up the chain
Experience managing client relationships AND developing new business
eMoney proficiency or comparable planning platform experience
A long-term mindset and interest in growing with a firm, not just through it
Preferred Skills
Local candidates in the DC/Maryland/Virginia area are strongly preferred. xhqgsiq
Pay range and compensation package
$150,000 - $175,000 base salary (years 1-2) | Significant performance upside | Equity path
The comp structure (after year two)
Base: 15% of self-generated production (paid semi-monthly)
Variable: 20% of total production under management (paid monthly)
Example: $1M self-generated production = $350,000 total comp
Benefits include
Health, dental, and vision (3 plan options)
401(k) with up to 4% company match
Unlimited PTO
Large-company benefits through a PEO
Sound like you? Let's talk.
Worksite address
mc lean, VA, 22107, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.