Lead Wealth Advisor / Sales Manager

Role SummaryOn behalf of our client - an established, family-owned independent retirement-focused advisory firm based in Jackson, CA - The Well is seeking a driven and experienced Lead Wealth Advisor / Sales Manager to join their growing team. This is a newly created, high-impact role designed for a seasoned financial professional who can both manage and grow a fee-based book of business and provide day-to-day leadership to a small, dedicated sales team. The firm serves over 3,000 clients, writes approximately $62 million in annuity premium annually, and hosts roughly 48 retirement workshops per year - giving the right candidate a robust pipeline of warm opportunities from day one. This role is ideal for someone who thrives in an entrepreneurial environment, wants to build something meaningful, and is ready to step into a leadership seat with real upside. Core ResponsibilitiesLead, mentor, and hold accountable a small team of advisors across AUM, life insurance, Medicare supplements, and estate planning service linesServe as the firm's primary advisor for assets under management, utilizing the Simplicity Wealth platform to facilitate asset movement, portfolio allocations, and ongoing investment managementConduct annual client review meetings to evaluate portfolio performance, assess life changes, and realign financial goalsBuild and update comprehensive financial plans including retirement projections, cash flow analysis, and risk exposure assessmentsIdentify and convert AUM opportunities from the firm's existing client base of 3,000+ clients and from retirement workshop attendeesDocument and implement a repeatable, end-to-end sales workflow to ensure a consistent and high-quality client experienceLead adoption and integration of Redtail CRM and e-applications to maximize team efficiency and data integrityOversee the rollout of new business lines including Medicare Planning, Estate Planning, and Managed MoneyTrack KPIs via the Advisor Marketing Dashboard and report performance data to firm leadershipCoordinate with the firm's founder to align sales strategy with the firm's long-term succession and growth planEnsure all investment advice and client interactions adhere to fiduciary standards and applicable SEC and state regulationsMaintain accurate, real-time records of all client interactions and transactions in Redtail CRM Candidate Profile*Must-Haves*Series 65 license (active, or willingness to obtain promptly)Active Life and Health Insurance licenses5+ years of experience in financial servicesAt least 3 years in an advisory, leadership, or sales management capacityProven ability to manage a book of business while simultaneously leading a teamStrong ability to simplify complex financial concepts for clients and junior advisorsAbility to commute to the Jackson, CA office on a regular basis (candidates located in Sacramento, San Joaquin, Stanislaus, El Dorado, or Bay Area counties are encouraged to apply)*Nice-to-Haves*CFP or ChFC designationExperience with Redtail CRMExperience with RetirementAnalyzerFamiliarity with the Simplicity Wealth platformBackground in annuities, life insurance, or Medicare supplementsExperience leading or presenting at retirement workshops or client seminars Compensation And BenefitsBase Salary: $85,000 - $100,000 base, commensurate with experienceQuarterly bonuses tied to team production milestonesAUM revenue shareTotal compensation potential estimated at $200,000 - $250,000+ as AUM growsComprehensive medical, dental, and vision insurance401(k) with employer matching contributionsPaid vacation, sick leave, and observed holidays Work Environment and CultureThis is a family-owned, community-rooted firm that has been serving clients since 1990. The team is collaborative and tight-knit, with a strong operational support structure already in place - including dedicated staff for scheduling, client servicing, application processing, and workshop coordination. The firm is in an exciting growth phase, with a clear strategic vision and a founder who is invested in building lasting residual value over the next four years. The right candidate will have real autonomy to lead the sales operation, with the backing of a well-established support team and a warm, existing client base. This is a hybrid role, with the expectation of regular in-office presence in Jackson, CA and flexibility for candidates commuting from surrounding regions.