Private Wealth Advisor

Finwell is a small, women-owned RIA looking for an established Wealth Advisor to join our team — someone who's built a real book of business and referral network, and is ready to bring that practice to a firm where fee-only, fiduciary advice is the standard, not a differentiator.About FinwellFinwell is a fee-only registered investment advisory and wealth management firm headquartered in Nashville, Tennessee, with a second office in Encino, California. Women-founded and women-owned, we were built on a simple idea: advisors should work for their clients, not for sales quotas. We serve hundreds of individuals and families — tech professionals, entrepreneurs, and entertainers among them — with fiduciary, fee-only advice paired with modern technology and no account minimums standing in the way of good planning.About the RoleTwelve months into this role, you'll have successfully transitioned your book of business to Finwell, be actively managing and deepening those client relationships, and be generating new business through your referral network and Finwell's growing platform. This is a full-time, career role for an advisor who already knows how to run a practice and wants a firm, team, and culture built to support it — not compete with it. We do not have sales goals as independent contributors, instead we create firmwide goals built around client experience, work-life balance, firm growth goals (not sales goals) and fostering a desired work environment. What You'll DoTransition and manage your existing book of business, and grow it through your referral networkDeliver comprehensive financial planning and investment management advice as a fiduciary, fee-only advisorBuild long-term client relationships through regular reviews, proactive communication, and trusted guidanceGenerate new business through your referral network, community involvement, and Finwell's marketing and eventsPartner closely with the Finwell team — advisors, planners, and associates — to deliver a seamless client experienceStay current on markets, planning strategies, and the regulatory requirements that affect clients and the firmWhat We're Looking ForRequired:An established book of business and an active referral network ready to transitionA demonstrated track record managing client relationships and growing a wealth management practiceActive Series 65 (or 66) registration / eligibility to serve as an Investment Adviser Representative in TennesseeStrong written and verbal communication skillsComfortable with technology, including AI-enabled toolsAlignment with a fee-only, fiduciary approach to advice, and genuine interest in being part of a small, women-owned RIATeam collaborator and desire to work as a team versus a solo contributorPreferred:CFP® designationExperience with modern planning and CRM platforms (e.g., eMoney, MoneyGuidePro, Redtail, Wealthbox)A track record of organic business development beyond managing an existing bookCompensation & BenefitsBase salary, depending on experienceBonus and profit-sharing based on book transfer, new business generation, and overall firm contributionsPaid time off (PTO)401(k) with 4% company matchHow to ApplySend your resume to bs@finwellbenefits.com.