Your Next Chapter in Wealth Management Starts Here

We Only Work With Experienced Wealth Management Professionals

At The Well, we are not a general recruiting firm. We don’t place career changers, recent graduates, or professionals outside this industry.

We work exclusively with experienced wealth management professionals — advisors, executives, and operators who have already proven themselves in the field and are ready for their next chapter.

If that’s you, this is where you belong.

Elite Firms Are Looking for Leaders Like You

The wealth management industry is changing — and growth-stage firms are competing for the best talent.

Our role is simple: to connect experienced professionals like you with the firms that need your expertise to scale, serve, and build legacies.

We don’t match résumés to job postings. We orchestrate introductions that lead to career-defining opportunities.

The Vault: A Private Network for Elite Professionals

The Vault is our proprietary, invitation-only database of experienced wealth management candidates.

Anonymous by design.

Your details are never made public. Firms only see your profile with your consent.

Exclusive access.

Only pre-contracted firm owners are allowed to view candidates in The Vault.

Curated representation.

With your approval, we create a video cover letter — a short recorded interview — so firms can see your presence, communication, and leadership ability.

When you’re in The Vault, you’re not competing with unqualified applicants. You’re standing among the elite.

Our Candidate Process

Submit Your Resume

Complete the form below and
attach your resume.

Intake Call

One of our industry-exclusive recruiters will schedule a call to understand your experience, career goals, and preferences.

Video Cover Letter

We prepare a confidential recorded profile that demonstrates your strengths — only shared with your permission.

Confidential Introduction

Once a firm signs a contract with
us, we can introduce you as a
potential candidate.

Confidential. Exclusive. Candidate-Centric.

Making a career move in this industry requires absolute discretion. That’s why our process protects you every step of the way.

No cost to you.

Our clients — the firms — pay our fee. You’ll never pay us a dollar.

Your permission required.

We never share your name or any identifying information without your explicit approval.

Confidential introductions only.

We only present you to firms where there is a signed contract in place.

You stay in control of what’s shared, when, and with whom. Always.

Roles We Place Across Wealth Management

We recruit for roles across advisory, leadership, and operations — but always for professionals with proven experience in this industry.

Advisors & Planners

Lead Advisors
Service Advisors
Wealth & Financial Planners
Succession Planning Advisors
Business Development Advisors
Client Onboarding & Servicing Specialists
Certified Financial Planners (CFP)
Chartered Financial Consultants (ChFC)
Certified Investment Management Analysts (CIMA)
Seasoned Wealth Management Veterans

Executive Leadership

Chief Executive Officer (CEO)
Chief Operating Officers (COO)
Chief Investment Officers (CIO)
Chief Revenue Officers (CRO)
Chief People Officers (CPO)
Chief Technology Officers (CTO)
Chief Marketing Officers (CMO)
Compliance Officers
Heads of Sales & Business Development
HR & Operations Leaders

Support & Operations

Client Service Associates (CSA)
Paraplanners
Operations Specialists
Administrative Coordinators
IT Support Technicians
Marketing Coordinators
HR Coordinators
Training & Development Specialists
Office Managers
Data Analysts
Bookkeepers

Take the First Step

Your ideal career move isn’t on a job board. It’s in The Vault — where only experienced wealth management professionals are considered and only elite firms are allowed access.

Submit your resume today. Join The Vault. Unlock your next opportunity.