Senior Financial Advisor - Remote

Overview

As a Senior Financial Advisor at Farther, you will build a client-first business with modern tools, having maximum autonomy to grow your client base and serve your clients effectively.

In Short

• Turn prospects into clients and clients into raving Farther fans
• Source and manage prospects using proprietary data-driven tools
• Consult with clients on wealth management strategies
• Proven track record in acquiring new wealth management relationships
• Demonstrated ambition, drive, and grit
• Expert knowledge of investment products and services
• Ability to convey financial advice with empathy and confidence
• Passion for improving personal finance experiences
• Existing transferrable client base is a plus
• Series 65 or equivalent required

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

Benefits

• Seamless transition for bringing over existing client base
• Top of the industry payouts in compensation
• Support with technology to eliminate tedious ops and admin work
• Remote and hybrid work options available
• Opportunity to have a huge impact on the company