About the Company
THE WELL LinkedIn Post $150,000 - $175,000 base salary (years 1-2) | Significant performance upside | Equity path | McLean, VA | Hybrid
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.
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.