Senior Financial Advisor

Position Overview

• Location Type: Not Specified
• Employment Type: Not Specified
• Salary: Not Specified

A Senior Financial Advisor at Farther, you are an entrepreneur building a client-first business utilizing modern technology. You have maximum autonomy to grow your client base and serve your clients. You are responsible for identifying prospect needs, communicating how you and Farther can help better manage client wealth, and demonstrating the unique value we can deliver together. You apply your history of success in acquiring client relationships and comprehensive financial knowledge base to bring new clients onto the Farther platform and serve them with excellence once they’re on board. You’ll be supported every step of the way with technology that helps you prospect, eliminates tedious ops and admin work, and differentiates you from every other investment advisor out there. This is more than just a wealth management opportunity; it’s an opportunity to have a huge impact on the company and to change the entire wealth industry.

Company Information

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.

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

• Not Specified