Senior Financial Advisor

Farther is seeking a Senior Financial Advisor to build a client-first business using modern tools. The advisor will have the autonomy to grow their client base and should possess a history of acquiring client relationships and comprehensive financial knowledge.

This role involves:

• Turning prospects into clients and clients into raving Farther fans
• Sourcing and managing prospects
• Consulting with clients on wealth management strategies

Requirements include:

• 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:

• Seamless client base transition support
• Top of the industry payouts compensation plan
• Remote and hybrid work environment