Job Details

Overview

Senior Financial Advisor role at Farther. Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology, delivering a comprehensive, tailored wealth management experience.

Joining Farther means joining a collaborative team of entrepreneurs who are passionate about helping clients and teammates achieve more. This role offers autonomy to grow your client base with modern tools backing you.

Responsibilities

• Turn prospects into clients and clients into Farther fans
• Source and manage prospects, utilize proprietary data-driven prospecting tools, hone multiple outreach efforts, and build deep relationships with clients
• Consult with clients on wealth management strategies and guide them to achieve their personal and financial goals

Qualifications

• Proven track record of success in acquiring new wealth management relationships
• Ambition, drive, and grit
• Expert, current knowledge of investment products and services across personal finance
• Ability to convey financial advice with empathy, understanding, humility, and confidence
• Passion for building a better personal finance experience
• Existing transferable client base
• Series 65 or equivalent; clean U4

Bonus points

• CFA or CFP certification

Additional Information

Transitions: We support bringing over your existing client base with a seamless transition plan, handle communications, and manage ops and admin work to ensure a smooth transition for your practice and clients.

Compensation: Our compensation plan is designed to attract and reward top performers with industry-leading payouts.

Remote and Hybrid Work: We support remote work as well as in-person arrangements; location flexibility is available.

LI-Remote

Employment details

• Seniority level: Mid-Senior level
• Employment type: Full-time
• Job function: Accounting/Auditing and Finance
• Industries: Accounting