Senior Financial Advisor

Job Description

Farther is seeking a Senior Financial Advisor to join their rapidly growing RIA. This role offers the autonomy to build a client-first business utilizing modern tools. The Senior Financial Advisor will be responsible for identifying prospect needs, communicating how Farther can improve client wealth management, and demonstrating the unique value the company offers.

The Senior Financial Advisor will play a pioneering role at Farther, with the opportunity to significantly impact the company and the wealth management industry.

Responsibilities:

• Turn prospects into clients and clients into raving Farther fans
• Source and manage prospects, effectively utilize proprietary data-driven prospecting tools, hone multiple outreach efforts, and build deep relationships with clients
• Consult with clients on wealth management strategies and guide them to achieve their personal and financial goals

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

Farther offers:

• Transitions support for bringing over existing client base
• Top of the industry payouts
• Remote and hybrid work options