[Remote] Associate Advisor at Farther

United States

Farther Logo
Not SpecifiedCompensation
Entry Level & New GradExperience Level
Full TimeJob Type
UnknownVisa
Financial Services, FintechIndustries

Skills

Key technologies and capabilities for this role

Financial AdvisoryClient AcquisitionProspectingPresentationsWealth ManagementFinancial Planning

Questions & Answers

Common questions about this position

Is this position remote?

Yes, this is a fully remote position.

What is the salary for this role?

This information is not specified in the job description.

What experience is required for this position?

Candidates need 2+ years of proven success in financial services sales.

What is the company culture like at Farther?

Farther features a collaborative team of entrepreneurs passionate about helping clients and teammates achieve more, with a focus on innovation and breaking through walls to get things done.

What makes a strong candidate for this Associate Advisor role?

A strong candidate has 2+ years of proven success in financial services sales and is ambitious, with skills in client acquisition, business development, and a drive for professional growth through certifications and technology mastery.

Farther

Personalized wealth management and financial advice

About Farther

Farther.com offers personalized wealth management services aimed at helping clients grow their wealth for future generations. The company uses advanced technology and data-driven strategies to provide tailored financial advice, ensuring that the interests of the clients and advisors are aligned for unbiased guidance. Their proprietary platform includes smart features that allow advisors to concentrate on client needs while offering access to a variety of public strategies and alternative investments to enhance investment potential. Farther.com employs a team of experts, including financial planners and estate attorneys, to deliver comprehensive financial support. Unlike many competitors, Farther.com emphasizes personalized service and proactive technology in its approach to wealth management, with the goal of providing clients with well-rounded financial advice.

New York City, New YorkHeadquarters
2019Year Founded
$114.8MTotal Funding
SERIES_CCompany Stage
Fintech, Financial ServicesIndustries
201-500Employees

Benefits

Flexible Work Hours

Risks

Rapid AUM growth may strain Farther's proprietary platform if not managed properly.
High valuation post-Series B raises pressure to meet investor expectations.
Reliance on technology exposes Farther to risks of obsolescence or failure.

Differentiation

Farther combines expert advisors with cutting-edge technology for a unique client experience.
The firm offers a proprietary platform with smart features for personalized financial advice.
Farther's integration with Wealth.com enhances estate planning for high-net-worth clients.

Upsides

Farther's AUM increased 4x year-over-year, showing strong market demand.
The $72 million Series C funding supports expansion of Farther's advisor network.
Partnerships with Wealth.com and YCharts enhance Farther's comprehensive service offerings.

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