Senior Financial Advisor

Position Overview

• Location Type: Remote
• Employment Type: Entrepreneurial (Independent Contractor)
• Salary: Not specified

Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience. Farther’s founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise. We’re backed by top-tier venture capital firms, fintech investors, and industry leaders. Joining Farther means joining a collaborative team of entrepreneurs who are passionate about helping their clients and our teammates achieve more. If you’re the type who breaks through walls to get things done the right way, we want to build the future of wealth management with you. This role offers maximum autonomy to grow your client base and serve your clients.

Responsibilities

• Turn prospects into clients and clients into raving Farther fans.
• Source and manage prospects, effectively 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.

Requirements

• Proven track record of success in acquiring new wealth management relationships.
• Consistently demonstrated 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 transferrable client base.
• Series 65 or equivalent; clean U4.

Bonus Points

• [Information not provided]