Farther

Senior Financial Advisor

Newport Beach, California, United States

Farther Logo
Not SpecifiedCompensation
Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial Services, Wealth ManagementIndustries

Requirements

Candidates should possess a 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, the ability to convey financial advice with empathy, understanding, humility, and confidence, and an existing transferrable client base. Applicants must also hold a Series 65 license or equivalent, with a clean U4 registration.

Responsibilities

The Senior Financial Advisor will turn prospects into clients and clients into raving Farther fans by sourcing and managing prospects, effectively utilizing proprietary data-driven prospecting tools, honing multiple outreach efforts, and building deep relationships with clients. They will consult with clients on wealth management strategies and guide them to achieve their personal and financial goals.

Skills

Financial advising
Client relationship management
Prospecting
Wealth management
Technology utilization
Communication
Business development

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

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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