Senior Financial Advisor - Remote

Overview

As a Senior Financial Advisor at Farther, you will build a client-first business with modern tools, focusing on wealth management and client relationships.

In Short

• Build a client-first business under the Farther umbrella.
• Identify prospect needs and communicate how Farther can help.
• Utilize technology to support prospecting and client management.
• Have autonomy to grow your client base.
• Consult with clients on wealth management strategies.
• Turn prospects into clients and clients into fans.
• Demonstrate a proven track record in wealth management.
• Possess expert knowledge of investment products.
• Existing transferable client base is a plus.
• Series 65 or equivalent required.

Requirements

• Proven success in acquiring new wealth management relationships.
• Ambition, drive, and grit.
• Expert knowledge of investment products and services.
• Ability to convey financial advice empathetically.
• Passion for improving personal finance experiences.
• Existing transferable client base.
• Series 65 or equivalent; clean U4.

Benefits

• Seamless transition for bringing over existing clients.
• Top of the industry payouts for compensation.
• Support for remote and hybrid work arrangements.
• Opportunity to impact the wealth management industry.
• Access to proprietary data-driven prospecting tools.