[Remote] Senior Financial Advisor at Farther

Newport Beach, California, United States

Apply Now

Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Wealth ManagementIndustries

Skills

Key technologies and capabilities for this role

Financial advisingClient relationship managementProspectingWealth managementTechnology utilizationCommunicationBusiness development

Questions & Answers

Common questions about this position

What is the salary for the Senior Financial Advisor position?

This information is not specified in the job description.

Is this a remote position or is there a required office location?

This information is not specified in the job description.

What skills and qualifications are required for this role?

Requirements include a proven track record of success in acquiring new wealth management relationships, consistently demonstrated ambition, drive, and grit, expert knowledge of investment products and services, ability to convey financial advice with empathy and confidence, passion for building a better personal finance experience, an existing transferable client base, and Series 65 or equivalent with a clean U4.

What is the company culture like at Farther?

Farther features a collaborative team of entrepreneurs who are passionate about helping clients and teammates achieve more, combining expert advisors with cutting-edge technology.

What makes a strong candidate for the Senior Financial Advisor role?

A strong candidate has a proven track record of acquiring wealth management relationships, an existing transferable client base, expert knowledge of investments, Series 65 or equivalent, and demonstrates ambition, grit, and the ability to build client relationships with empathy and confidence.

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.

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.

Land your dream remote job 3x faster with AI

Try Jobo Free