Senior Financial Advisor

Role Summary On behalf of our client - a growing independent RIA based in southern New Hampshire (Greater Boston metro area) - The Well is seeking a Senior Financial Advisor to join a high-performing, boutique wealth management practice. This is a rare opportunity to step into a well-established book of business, work alongside a respected lead advisor, and build a long-term career with significant earning potential. The firm manages approximately $300 million in AUM and is on a strong growth trajectory. The right candidate will serve as a trusted partner, taking ownership of client relationships and contributing meaningfully to the firm's continued expansion. This is not a business development-first role. The priority is delivering exceptional service to an existing client base - primarily high-net-worth individuals ranging from $200,000 to $10 million in assets - while identifying organic growth opportunities within those relationships. Over time, as trust is established, the advisor will take on increasing responsibility and autonomy. Core Responsibilities Manage and service an existing book of high-net-worth clients, ensuring exceptional relationship quality and retentionDevelop personalized, comprehensive financial plans based on each client's unique financial situation, goals, and risk profileAdvise clients on investment strategies, portfolio management, and cash flow optimizationConduct estate planning discussions, including wills, trusts, and estate law considerationsIdentify opportunities to deepen wallet share and generate referrals from within the existing client baseImplement tax-efficient planning strategies integrated into holistic financial plansConduct proactive client outreach, reviews, and meetings - including in-person meetings with higher-net-worth clientsStay current on securities law, tax regulations, and financial planning software to deliver compliant, innovative adviceSupport succession planning and book transition activities as a senior partner transitions toward retirementContribute to general firm operations and wear multiple hats in a collaborative, small-team environmentApply analytical and creative thinking to develop tailored wealth management solutionsCollaborate with the lead advisor to grow the firm's AUM and overall practice Candidate Profile Must-Haves 7+ years of financial advisory experience, ideally with high-net-worth or ultra-high-net-worth clientsCFP designation (required; exceptions considered only for exceptional candidates)Active Series 65 licenseDemonstrated ability to independently develop and execute financial strategies with minimal supervisionStrong analytical skills and the ability to apply financial concepts creatively to real client situationsExcellent client communication and relationship management skillsSelf-starter with a proactive, entrepreneurial mindsetComfortable working in a small, boutique RIA environmentPartnership mentality - invested in the long-term growth of the firmTrack record of stability and long-term commitment with prior employers Nice-to-Haves CFA, CPA, or JD credentialsCDFA (Certified Divorce Financial Analyst) designation or experience with divorce financial planningFamiliarity with Schwab or similar custodian platformsExperience managing or transitioning a book of business through a succession eventExisting professional network in the Boston or New England marketCandidates open to relocation to the southern NH / Greater Boston area are encouraged to apply Compensation And Benefits Base salary: $125,000 - $150,000Discretionary bonus based on firm and individual performanceRevenue sharing on new business generated from existing client referrals (40-50%+ of new revenue)Significant revenue participation on fully self-originated new businessHealth insurance with employer contribution (details discussed with qualified candidates)Potential relocation assistance for the right candidateLong-term earning trajectory described as $1M+ for a high performerOpportunity to inherit and manage a growing book of business through a planned partner succession Work Environment and Culture This is a boutique, independently operated RIA with a small, close-knit team of three. The office environment is quiet and focused - a sharp contrast to the noise and bureaucracy of a large wirehouse or corporate firm. The lead advisor values autonomy, results, and trust above all else. During the first one to two years, the new hire will be expected to be in the office regularly as they onboard, build relationships, and support the firm's succession transition. After that period, the firm offers significant flexibility - if clients are well-served and the work is excellent, where and how you work is largely up to you. This is a firm in growth mode. AUM is growing 30-40% annually, and the team expects to expand further in the coming years. The lead advisor is generous, collaborative, and committed to rewarding the right partner well. If you are entrepreneurial, independent, and ready to build something meaningful, this is an exceptional opportunity.