Financial Advisor
Motley Fool- Full Time
- Entry Level & New Grad
Candidates must possess a proven track record of successfully acquiring new wealth management relationships, consistently demonstrate ambition and drive, exhibit expert knowledge of investment products and services across personal finance, and convey financial advice with empathy, understanding, humility, and confidence. Applicants should also have an existing transferrable client base and hold a Series 65 license or equivalent U4 registration.
The Senior Financial Advisor is responsible for identifying prospect needs, communicating how Farther can help clients manage their wealth, demonstrating the company’s unique value, and ultimately turning prospects into clients and clients into enthusiastic supporters. They will also consult with clients on wealth management strategies, guide them to achieve their personal and financial goals, source and manage prospects utilizing data-driven tools, and build deep relationships with clients.
Personalized wealth management and financial advice
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.