Financial Advisor
Motley FoolSalary not specified
- Full Time
- Entry Level & New Grad
$60,000 – $90,000Compensation
Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial Services, Investment ManagementIndustries
Requirements
Candidates must hold a Series 65 license or equivalent, demonstrating prior experience in wealth management or financial advisory roles, and possess a deep understanding of portfolio construction and alternative investment vehicles. Technological literacy and adaptability to new systems are also required.
Responsibilities
The Senior Advisor will build authentic, long-term relationships with high-net-worth clients, creating personalized wealth strategies blending traditional investments with Darwin Private Solutions to meet their unique financial goals, utilizing Farther’s innovative technology platform to eliminate low-value tasks and enhance client service, and guiding clients through market volatility with data-informed communication and strategic portfolio adjustments. They will also collaborate with internal specialists to solve complex planning, tax, and estate challenges, participate in client events, and contribute to Darwin’s growth and evolution of client experience, investment philosophy, and strategic offerings.
Skills
Series 65
Wealth Management
Portfolio Construction
Alternative Investments
Financial Advisory
Technology Platform
Client Relationship Management
Data Analysis
Communication
Strategic Portfolio Adjustments
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.
Key Metrics
New York City, New YorkHeadquarters
2019Year Founded
$114.8MTotal Funding
SERIES_CCompany Stage
Fintech, Financial ServicesIndustries
201-500Employees