Farther
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
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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
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