Senior Financial Advisor

Job Description

Farther is seeking a Senior Financial Advisor to build a client-first business utilizing modern tools. The candidate will have maximum autonomy to grow their client base and serve clients, identify prospect needs, and demonstrate the unique value Farther can deliver. 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:

• Seamless transitions for existing client base, with support in building a transition plan and handling ops and admin work.
• Top-of-the-industry compensation plan to attract and reward the best.
• Remote and hybrid work options.