Financial Advisor
Motley Fool- Full Time
- Entry Level & New Grad
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.
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.
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.